# Routing Insights

Routing Insights is the analytics dashboard for Form Router. Use it to measure conversion and fix routing gaps.

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

* “Where do submissions drop off?”
* “Which router converts best?”
* “Which rule is qualifying bad-fit leads?”
  {% endhint %}

### Open Routing Insights

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

<figure><img src="/files/p9nBiLVxjmvSjEkzXIxf" alt=""><figcaption></figcaption></figure>
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{% step %}
Click **Routing Insights**.

<figure><img src="/files/6MvOQqB6372dF7RFrFYe" alt=""><figcaption></figcaption></figure>
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{% 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 %}
Compare routers to spot outliers.
{% endstep %}

{% step %}
Compare rules to find the root cause.
{% endstep %}

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

### Set your scope (filters)

Filters control everything on the page. Start here.

* **Router**: focus on one or more routers.
* **Rule**: focus on a specific ownership or distribution rule.
* **Date range**: last 7/30/90 days, or a custom range.

### Definitions

<details>

<summary>Qualified vs unqualified</summary>

**Qualified** means a submission matched a routing rule. **Unqualified** means no routing rule matched.

</details>

<details>

<summary>Booked vs not booked</summary>

**Meeting booked** means a qualified submission booked a meeting. **Not booked** means the booking flow did not complete.

</details>

### KPI cards

Use KPI cards for quick health checks. They reflect your current filters.

* **Forms submitted**: total submissions processed by routers.
* **Unqualified**: submissions that matched no routing rules.
* **Qualified**: submissions that matched a rule and were assigned.
* **Meeting booked**: qualified submissions that booked a meeting.
* **Not booked**: qualified submissions without a booking.

<figure><img src="/files/Zw1xJA9tkTErHUwEpcNT" alt=""><figcaption></figcaption></figure>

### Routing funnel

<figure><img src="/files/9ZNlIKzBPVlLD1FHtqlg" alt=""><figcaption></figcaption></figure>

Use the funnel to locate the first drop. Then drill into that stage.

The funnel follows this sequence:

1. **Submissions**
2. **Qualified / Unqualified**
3. **Booked / Not booked**

Select any bar to see the underlying submissions.

#### Conversion rates

* **Qualification rate** = `Qualified ÷ Forms submitted`
* **Booking rate** = `Meeting booked ÷ Qualified`

### Router performance

<figure><img src="/files/aZ1bgGP5lrldH7NkgsTE" alt=""><figcaption></figcaption></figure>

Use this view to compare routers. Look for outliers.

Start with:

* High **qualified** volume with low **booked**.
* Routers with sudden week-over-week drops.

#### Router table

Use the table to sort and rank routers. These columns matter most:

* **Qualified**
* **Booked**
* **Not booked**
* **Conv. rate**

### Rules performance

<figure><img src="/files/4p05NPT0HYtOthLTMS3j" alt=""><figcaption></figcaption></figure>

Use this view to compare individual rules. This is usually where you find the fix.

Look for:

* Rules that qualify, but rarely book.
* Rules with zero matches.
* Rules that dominate volume.

### Drill into submission details

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

Most charts are clickable. A details panel opens.

Use it to confirm:

* Which rule matched.
* Who got assigned.
* What happened in the booking flow.
* When each step happened.

### Diagnose common problems

{% tabs %}
{% tab title="Low qualification rate" %}
This is usually a rules issue. Start with unqualified records.

Do these checks:

1. Compare unqualified submissions by form or router.
2. Verify field mapping for the key qualifying fields.
3. Loosen conditions or add a fallback rule.
   {% endtab %}

{% tab title="Low booking rate" %}
This is usually availability or booking flow. Start with not-booked records.

Do these checks:

1. Confirm calendars are connected for assignees.
2. Verify event type settings and booking link behavior.
3. Look for patterns by router, rule, or date.
   {% endtab %}
   {% endtabs %}

### Monitoring cadence

Review weekly. Compare the last 7 days to the prior 7 days. Investigate drops immediately.


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