# Routing Insights

Click Router Insights is the analytics dashboard for Click Routers.

Use it to track click-to-meeting conversion and router performance.

{% hint style="info" %}
Use this page when you need answers like:

* “How many clicks convert to meetings?”
* “Which click router converts best?”
* “Where do prospects drop off?”
  {% endhint %}

### Open Routing Insights

{% stepper %}
{% step %}
Open **Click Routers** from the left sidebar.

<figure><img src="/files/9OBuStiwWw9H99IWa5qi" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Click **Routing Insights**.
{% endstep %}
{% endstepper %}

### Recommended workflow

Follow this flow every time. It keeps analysis consistent.

{% stepper %}
{% step %}
Set your scope with filters.
{% endstep %}

{% step %}
Scan KPI cards for volume and rates.
{% endstep %}

{% step %}
Use the funnel to find the drop-off stage.
{% endstep %}

{% step %}
Review trends over time.
{% endstep %}

{% step %}
Compare routers to spot outliers.
{% endstep %}

{% step %}
Drill into records to confirm the “why”.
{% endstep %}
{% endstepper %}

### KPI cards (key metrics)

<figure><img src="/files/io69kgUQzASuPcKphLJW" alt=""><figcaption></figcaption></figure>

The dashboard shows three primary KPIs.

* **Clicks**: total router link clicks.
* **Booked**: clicks that resulted in a meeting being booked.
* **Not booked**: clicks where no meeting was booked.

Each KPI shows a count and a conversion percentage.

#### Conversion rate

* **Booking rate** = `Booked ÷ Clicks`

### Conversion funnel

The funnel visualizes the click-to-booking pipeline.

1. **Clicks**
2. **Meeting booked** (green)
3. **Meeting not booked** (gray)

#### Interpreting the funnel

A healthy funnel has a high booking rate.

Large drop-offs usually come from:

* Limited user availability.
* Booking link configuration issues.
* No time slots.
* Friction in the booking UX.

### Trend analysis

<figure><img src="/files/nOLPzeaBSaQo14BoNrnU" alt=""><figcaption></figcaption></figure>

The trend chart shows performance over time.

* **X-axis**: date range.
* **Y-axis**: clicks and bookings.
* **Lines**: individual router performance.

#### Using the trend chart

Use the trend chart to:

* Identify seasonal patterns or day-of-week variation.
* Spot sudden drops that may indicate technical issues.
* Compare before and after configuration changes.

Select a point to drill into that router’s booking details.

### Individual router performance

<figure><img src="/files/4039Ex8bPlv3clJR56Eq" alt=""><figcaption></figcaption></figure>

Below the trend chart, cards summarize each router.

Each card includes:

* **Total clicks**
* **Booked**
* **Not booked**
* **Conversion rate**

Select a router card to open a details slideover.

### Set your scope (filters)

Filters control everything on the page.

#### Router filter

Select one or more routers.

By default, the top 5 routers are shown.

#### Rule filter

Filter by ownership rules applied to click routers.

#### Date range

Use a preset range or set a custom range.

* Last 7 days
* Last 30 days
* Last 90 days
* Custom range

#### Single router view

Toggle **Show Single Router** to focus on one router.

This unlocks:

* More detailed trend analysis.
* Period-over-period comparison.
* Focused performance review.

### Drill into booking details

<figure><img src="/files/y8KtCQ6V4xMfc1ctsyPC" alt=""><figcaption></figcaption></figure>

Select chart elements or router cards to open a details panel.

Use it to review:

* Individual booking records.
* Guest details.
* Booking timestamps.
* Assigned team member.
* Meeting details (duration, type).
* Cancellation and reschedule status.

### Best practices

{% tabs %}
{% tab title="Improve click-to-booking rate" %}

1. **Optimize availability**. Ensure assignees have open slots.
2. **Reduce friction**. Minimize required fields before booking.
3. **Validate rules**. Confirm ownership rules match as expected.
4. **Confirm time zones**. Check workspace and user time zones.
   {% endtab %}

{% tab title="Monitor performance" %}

1. Review insights weekly.
2. Compare the current period to the prior period.
3. Investigate sudden drops immediately.
4. Re-check after any routing configuration change.
   {% endtab %}

{% tab title="Identify issues" %}
Low conversion rates often point to:

* Assignees with no availability.
* Restrictive buffers or booking windows.
* Time zone misconfiguration.
* Broken calendar integrations.
  {% endtab %}
  {% endtabs %}


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