Routing insights

Track conversions, spot routing gaps, and compare router and rule performance.

Open Form routing → Routing Insights to measure how form submissions move through qualification and booking.

Choose Submission date and use Add filter for the router or rule you want to inspect. The date range follows when the form was submitted, not when the resulting meeting takes place.

Metric	Meaning
Submissions	All Form Router submissions in the selected scope, including unqualified submissions.
Qualified	Submissions with a matched routing rule. The percentage uses all submissions.
Meetings booked	Qualified submissions with a booking. The percentage uses qualified submissions.
Qualified, not booked	Qualified submissions without a booking.

The Conversion path also shows unqualified submissions and overall conversion. A qualified result is not proof that a meeting was booked or attended.

Use Router load to compare router volume and conversion, and Rule performance to compare matched rules. Select a stage, router, or rule to inspect its submissions in the current filter scope.

For low qualification, inspect submitted values, mappings, and rule conditions. For qualified prospects who do not book, inspect the exact routing attempt and availability. Use Booking Insights for meeting outcomes rather than changing routing solely from the conversion percentage.