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Analytics

Data-driven agents grow faster. Rooutie’s analytics give you visibility into how your business is performing — from sales pipeline metrics to how clients engage with your proposals.

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Business Performance Metrics

From the Home dashboard and across the agent workspace, key metrics are tracked automatically:

• Active proposals — how many are currently out with clients.
• Proposal conversion rate — what percentage of sent proposals get accepted.
• Average response time — how quickly clients are responding.
• Trip revenue — total value of confirmed bookings.

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Proposal Analytics

For each client trip, you can see:

• When the proposal was sent.
• When it was opened (and how many times).
• How long it took the client to respond.
• The full timeline of every interaction.

This data helps you understand what’s working in your proposal process and where to improve.

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Enquiry Pipeline Analytics

Track your lead pipeline performance:

• Total enquiries by time period.
• Enquiries by source — website form, referral, profile, etc.
• Stage conversion rates — how many leads move from New to Contacted to Proposal Sent to Accepted.
• Average deal value by source.

Knowing where your best clients come from tells you where to invest your marketing time and money.

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Client Growth

• New clients added over time.
• Repeat client rate — how many clients book more than one trip with you.
• Client lifetime value — total revenue from each client over their history.

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Using Analytics to Improve

The most successful agents use these numbers actively:

• Low conversion rate on proposals? Look at the proposals that got rejected — were they too slow to arrive? Too complex? Wrong price point?
• Most leads from referrals? Invest more in client relationships and testimonials.
• Clients not opening proposals? Your email subject lines might need work, or your timing is off.

Analytics aren’t just scorekeeping. They’re the signal that tells you where to focus next.