Routing Insights
Track conversions, spot routing gaps, and compare router and rule performance.
Routing Insights is the analytics dashboard for Form Router. Use it to measure conversion and fix routing gaps.
Use this page when you need answers like:
“Where do submissions drop off?”
“Which router converts best?”
“Which rule is qualifying bad-fit leads?”
Open Routing Insights
Open Form Routers from the left sidebar.
Click Routing Insights.
Recommended workflow
Follow this flow every time. It keeps analysis consistent.
Set your scope with filters.
Scan KPI cards for volume and rates.
Use the funnel to find the drop-off stage.
Compare routers to spot outliers.
Compare rules to find the root cause.
Click into records to confirm the “why”.
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
Qualified vs unqualified
Qualified means a submission matched a routing rule. Unqualified means no routing rule matched.
Booked vs not booked
Meeting booked means a qualified submission booked a meeting. Not booked means the booking flow did not complete.
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.
Routing funnel
Use the funnel to locate the first drop. Then drill into that stage.
The funnel follows this sequence:
Submissions
Qualified / Unqualified
Booked / Not booked
Select any bar to see the underlying submissions.
Conversion rates
Qualification rate =
Qualified ÷ Forms submittedBooking rate =
Meeting booked ÷ Qualified
Router performance
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
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
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
This is usually a rules issue. Start with unqualified records.
Do these checks:
Compare unqualified submissions by form or router.
Verify field mapping for the key qualifying fields.
Loosen conditions or add a fallback rule.
This is usually availability or booking flow. Start with not-booked records.
Do these checks:
Confirm calendars are connected for assignees.
Verify event type settings and booking link behavior.
Look for patterns by router, rule, or date.
Monitoring cadence
Review weekly. Compare the last 7 days to the prior 7 days. Investigate drops immediately.
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