Routing Insights

Track click-to-meeting conversions, compare routers, and spot drop-offs.

Click Router Insights is the analytics dashboard for Click Routers.

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

Use this page when you need answers like:

• “How many clicks convert to meetings?”

• “Which click router converts best?”

• “Where do prospects drop off?”

Open Routing Insights

1

Open Click Routers from the left sidebar.

2

Click Routing Insights.

Recommended workflow

Follow this flow every time. It keeps analysis consistent.

1

Set your scope with filters.

2

Scan KPI cards for volume and rates.

3

Use the funnel to find the drop-off stage.

4

Review trends over time.

5

Compare routers to spot outliers.

6

Drill into records to confirm the “why”.

KPI cards (key metrics)

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

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

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

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

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.

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.

Identify issues

Low conversion rates often point to:

• Assignees with no availability.

• Restrictive buffers or booking windows.

• Time zone misconfiguration.

• Broken calendar integrations.