Every number on your dashboard is tied to real activity from your leads. This page explains what each metric means, how it’s calculated, and when it updates.
Influenced Revenue
Revenue from confirmed bookings where your outreach reached the lead before they inquired or booked.
A booking counts as influenced when your outreach reached the lead before it: you sent them an email, they replied, they completed a survey, they asked for pricing, or they booked a phone call or site visit that came from your outreach.
Influenced Revenue only includes confirmed bookings. For the value of leads still in your pipeline, see Inquiries below.
Influenced Bookings
The number of confirmed bookings where your outreach reached the lead before they inquired or booked. These are the same bookings whose value makes up Influenced Revenue.
Why we track influence, not just direct replies
Corporate buying decisions are rarely a single email followed by a direct conversion. The person you reach usually takes it back to their team, brings in other stakeholders, and stores it away until their event comes up. Then they reach out when the time is right, or when you re-engage them. Sometimes it’s not even the same person: a colleague inquires weeks or months later, from a different email address.
If you only counted direct replies, most of that would look like it came from nowhere. Influenced metrics connect the eventual inquiry or booking back to the outreach that came before it. Outreach doesn’t have to be the first contact ever: a past lead who went quiet and books after you re-engage them counts the same way.
How we match outreach to inquiries and bookings
People don’t always inquire from the address you emailed, so we match on more than one signal:
Email address: the inquiry comes from the exact address you reached out to.
First and last name: you emailed their work address, and they inquired later from a personal one. Same person, still connected.
Company name and domain: you reached out to one person, they shared it with their team, and a colleague inquired instead. That inquiry is still credited to your outreach.
For social events like weddings and private parties, where there’s no company behind the lead, we match on email address and name alone.
What we don’t count
An inquiry or booking is never marked influenced just because it happened. Leads who found you on their own through search, a referral, or a walk-in, and booked without any outreach from you, aren’t counted. Phone calls and site visits only count as influence when your outreach set them up; a lead who booked a tour on their own initiative isn’t influenced by that tour. If there’s no outreach touchpoint before the inquiry, the booking stays out of your influenced numbers.
Inquiries
Leads who have submitted an inquiry or completed a survey but haven’t booked yet.
Potential revenue is the sum of the estimated value of each open inquiry. Estimated values are based on what the lead has shared, whether that’s details from the email conversation or their survey responses. Once an inquiry converts to a booking, it moves out of this number and into Influenced Revenue.
Interested Leads
Leads from your campaigns who have shown interest by replying to an email, completing a survey, or submitting an inquiry.
This is your top-of-funnel number: it includes everyone in Inquiries, plus leads who engaged but haven’t inquired yet.
Activity timeline terms
First Emailed: the date your first campaign email reached this lead.
Replied: the lead responded to one of your emails.
Inquiry: the lead submitted an inquiry through your booking form or a campaign link.
Survey: the lead completed a survey; their responses help estimate the event’s value.
Last Contacted: the most recent date you or a campaign reached out to this lead.
When metrics update
Dashboard metrics update in real time as activity happens. A lead can move between categories. For example, an Interested Lead becomes an Inquiry when they submit your form, and an Inquiry becomes an Influenced Booking when they confirm.