📊 Meera Analytics Dashboard

⚖️ Understanding the Difference between: 

📦 Cohort Reports

Data is based on when leads were uploaded. All metrics shown relate to those leads, no matter when activities occurred. 

⏱️ Non-Cohort Reports

Data is based on when activities happened. Metrics reflect actions taken in the selected date range, regardless of when leads were uploaded.

 

📝Example

• Upload 100 leads on Aug 31 with throttling set to 10 leads/day:

  • Cohort Report (September): 0 (no leads uploaded in Sept)

  • Cohort Report (August): 100 leads with full journey (even Sept activities)

  • Non-Cohort Report (August): 10 leads (processed Aug 31)

  • Non-Cohort Report (September): 90 leads (processed in Sept)

🎯 When to Use Each Report

• 📦 Cohort Reports → Lifecycle analysis, campaign performance by upload date, full journey insights.

• ⏱️ Non-Cohort Reports → Real-time monitoring, operational activity tracking, workload insights.

 

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📈 Performance Summary (Cohort) Dashboard

Overview

The Performance Summary (Cohort) Dashboard gives you a complete picture of how leads uploaded in a specific timeframe perform throughout their journey. It highlights campaign flow (from uploads to deliveries), categorizes responses into DNC, Not Interested, or Workable, tracks call activity, and shows which lead sources generate the best results. Visual breakdowns make it easy to see why leads opted out or declined, helping you refine future campaigns.

Key Metrics

• 🔄 Campaign Flow Funnel: Total campaigns, uploaded leads, processed leads, delivered leads.

• 💬 Response Categories:

  • 🚫 DNC (opt-outs, wrong numbers, stop requests)

  • ❌ Not Interested (soft declines)

  • ✅ Workable Leads (positive/neutral responses)

• 📞 Call Metrics: Total called leads, scheduled calls pending.

• 🌐 Lead Sources Analysis: See which sources (Google Ads, web inquiries, lists, etc.) drive the best results.

• 📊 Response Breakdown Charts:

  • 🥧 Left: DNC reasons (Opt Out vs Wrong Number)

  • 🥧 Right: Not Interested reasons (Unsure, No Debt, Other)

 

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⏱️ Non-Cohort Summary Report

Overview

Tracks activities that occurred within the selected timeframe, giving a real-time operational view.

📅 Date Granularity

• 🗓️ Monthly

• 📆 Weekly

• 📅 Daily (most detailed)

Core Metrics

• ✉️ Messaging: Messaged leads, messages sent, follow-ups, failed/undelivered.

• 💬 Responses: All inbound replies.

• 📞 Calls: Called leads, connected calls, user unavailable, rep unavailable.

🔧 Interactive Features

• 🖱️ Hover tooltips for details.

• 📊 Click bar graphs to filter lead-level data.

• 📝 Lead-level details: campaign name, contact info, call outcomes.

 

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📊 Comprehensive Campaign Metrics Dashboard

Overview

The Comprehensive Dashboard gives you a complete view of your campaigns, combining cohort analysis with historical comparisons and detailed call tracking.

🔍 Features

• 📈 Time-Based Comparisons: Current vs previous month/quarter with % changes.

• 📞 Call Analytics: Requested calls, attempts, inbound calls, pending calls.

• ☎️ Dispositions: Connected, user unavailable, rep unavailable.

• 👥 Lead vs Attempt Metrics: Unique leads vs total call attempts.

• 🔢 Short Code Analysis: Compare by product type, loan amount, location, etc.

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🗂️ Lead-Level Data Tables

Columns Tracked

• 🏷️ Campaign name & ID

• 🧑‍🤝‍🧑 Lead details (name, mobile number)

• 💬 Response classifications (Opt-Out, Not Interested, Other)

• ✅ Workable lead flag

• 📞 Called lead flag

• 🚫 DNC flag

Uses

• 🔍 Quality control

• 📊 Performance analysis

• 🎓 Training with real examples

• 📑 Client reporting

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📑 Additional Report Sections

• 🗂️ Campaign Overview: Campaign names, posted dates, lead counts.

• 📞 Call Summary Report: Campaign-level call metrics.

• ✉️ Message Segment Report: SMS segment tracking (160 chars = 1 segment).

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💾 Data Export Options

• 📸 Image: PNG, JPG

• 📊 Data: CSV, Excel

• 📑 Reports: PDF, PowerPoint

• 📘 Advanced: Tableau workbook

➡️ Choose the section → Select format → Click download.

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💡 Best Practices

• ⚡ Daily Operations

  • Use Non-Cohort with daily view

  • Track messaged leads and calls

  • Monitor responses for timing insights

• 📊 Campaign Analysis

  • Use Cohort reports for full journey insights

  • Compare lead sources for ROI

  • Review response categories to refine messaging

• 📈 Strategic Planning

  • Use the Comprehensive Dashboard for trend spotting

  • Compare time periods for seasonal patterns

  • Optimize calling with disposition data

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✅ Quick Tip:

Use Cohort Reports for big-picture lifecycle analysis and Non-Cohort Reports for real-time daily tracking.

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If you need any further assistance or have any additional questions, please get in touch with us at help@meera.ai