Fin for Sales: Analyze performance
Use the sales performance, leads, and conversations reports to understand how Fin for Sales is qualifying prospects.
Fin is live and talking to prospects. Now you need to understand how those conversations are going: where prospects are converting, where they’re dropping off, and what each individual conversation looked like. That’s what the Analyze section is for.
This lesson is part of the Fin for Sales course.
Prerequisites
Before you begin, make sure the following are in place:
- Fin for Sales live: You’ll need Fin for Sales deployed and handling real conversations to see meaningful data. Learn how to set everything up in the Fin for Sales course.
Video transcript
Once Fin is live, the Analyze section is where we understand how it's performing in its sales role. The sales performance report shows Fin's impact across the sales funnel. Key metrics include conversation volume, contact capture rates, and completion rates, the percentage of conversations where Fin reached a routing decision. The qualification funnel below breaks down volumes across each outcome so we can see exactly where prospects are converting and where they're dropping off. This here is gonna be our fastest signal for spotting where the playbook needs refining. The leads report goes deeper, allowing us to filter by outcome, see qualification rates across different paths, and surface leads who showed interest but didn't convert. So your team can now prioritize follow ups before those prospects go cold. And finally, conversations. This is where we can dig into these individual conversations and see exactly what happened. Each completed conversation includes an automated summary with the routing decision, the reasoning behind it, and all the qualification data that Fin collected. So your team walks into every single conversation knowing who they're talking to and why. One thing worth noting, Fin's sales metrics are kept completely separate from Fin service reports by default, so there's no risk at all of the two getting mixed up.
Three reports at a glance
| Report | What it shows | When to use it |
|---|---|---|
| Sales performance | Conversation volume, contact capture rates, completion rates, and a qualification funnel broken down by outcome. | Your fastest signal for spotting where the playbook needs refining. |
| Leads | Qualification rates by outcome, with the ability to filter and surface leads who showed interest but didn’t convert. | Prioritize follow-ups before prospects go cold. |
| Conversations | Individual conversation detail, including an automated summary with the routing decision, reasoning, and all qualification data Fin collected. | Your team walks into every conversation knowing who they’re talking to and why. |
By default, Fin’s sales metrics are kept apart from Fin for Service reports for clarity.
