Analytics & Reporting
Real Time Reporting and Analytics No More Guessing At Your Numbers!
Tracking your marketing data and metrics is critical to making informed decisions about which marketing campaigns to fund, and which to cut. In today’s market, where competition is fierce and client acquisition is crucial, understanding the effectiveness of your marketing efforts is essential. DRIVE makes it easy by aggregating all of the important data you need into a single dashboard.
Say goodbye to the endless spreadsheets!
Get Started In Less Than 60 Seconds - Cancel Anytime.
Why Do I Need A Reporting Dashboard?
If you want to scale your practice profitably, tracking and knowing your numbers is critical. Understanding your key KPIs such as; your Cost Per Lead, Cost Per Appointment, Cost Per Seminar Attendee, Appointment Conversion Rates and Client Acquisition Costs will empower you to invest more into the campaigns that are generating the bottom line ROI you’re really after, and cut the campaigns that aren’t performing. DRIVE makes it easy be integrating all the key data you need such as; Google Analytics, Facebook ads data, lead gen funnel performance, email marketing open and click through rates, seminar conversion numbers, as well as closing rates and average client revenue. All in a single, easy to use, auto updated dashboard!
Here’s Just a Sample of What You Can Track…
Seminar
Tracking & Reporting
Tracking your seminar effectiveness is one of the most important tracking and reporting functions if you rely on seminars for client acquisition. With DRIVE, you can easily track your registrations, attendance, appointment conversion rate, appointment stick ratio, and even clients closed. DRIVE makes this easy by importing all of the necessary data into a single dashboard and all without the headache of manually populating spreadsheets.
Real Time Facebook Campaign Data
Monitoring Facebook marketing campaigns is critical if you want to maximize ROI. In an industry where transparency can be elusive and many Facebook vendors may withhold crucial conversation data, understanding and analyzing these analytics is essential for making informed decisions.
Lead to Appointment Campaign Data
Tracking lead generation campaign data is extremely important in optimizing marketing strategies for effective client acquisition. By closely monitoring the performance metrics of your lead gen campaigns, you can gain valuable insights into the effectiveness of your campaigns and identify areas for improvement. Understanding metrics such as your conversion rates, cost per lead, and lead quality allows you to refine targeting parameters, optimize ad content, and allocate resources efficiently.
Track Website Visitors With Google Analytics
Google Analytics is an important tool for understanding and optimizing your online presence. In today’s digital age, where clients increasingly rely on the internet to research and connect with financial professionals, Google Analytics provides invaluable insights into website traffic, user behavior, and conversion rates.
Client Acquisition Tracking & Reporting
From lead generation to seminars, appointments, and ultimately client acquisition, every step in your sales funnel provides valuable insights into the client acquisition journey. By meticulously tracking and analyzing data at each stage, you can identify bottlenecks, optimize conversion, and allocate resources more effectively.
Experience The Power of Automated Reporting
And Say Goodbye to the Spreadsheets!
Get Started In Less Than 60 Seconds - Cancel Anytime.
What Advisors Are Saying About DRIVE
Gives You Everything You Need and Nothing That You Don’t To Scale Your Business Profitably!
Without the expense or frustration of managing countless subscriptions
Next Level AI™
DRIVE is the first and only AI powered marketing software developed exclusively for Financial Advisors
DRIVE CRM
Manage all of your leads, prospects, seminar attendees and even clients with DRIVE's easy to use CRM.
Seminars
Put DRIVE's AI to work managing your seminars from registration to first appointment, and everything in between.
Appointments
DRIVE makes it easy to manage your appointments. From scheduling to confirmation, first appointment to close.
Lead Gen
Got leads? You do now! With DRIVE you can click and deploy a lead gen campaign in minutes, not weeks.
Funnels
Need a funnel? DRIVE comes with every funnel you need. Lead gen, webinars, seminars, radio, video courses and more!
Email Marketing
With DRIVE's built in AI, you can ditch the canned newsletters and send nurture content that moves prospects to action!
Ads Management
Tired of fighting with Facebook? With DRIVE you can choose from hundreds of proven ads to drive leads, seminar registrations, appointments and more in just a few clicks.
Social Media
Managing your social strategy just got a whole lot easier. You can now create and post engaging content in a matter of minutes.
Websites
Tired of your website not generating leads? Welcome to the future of websites. With DRIVE you now have an AI powered site to convert visitors into leads and appointments!
SMS
Text messaging is the number 1 preferred method of communication among prospects and clients. With DRIVE you can send and receive messages, or let our AI do it for you!
Webinars
Engage more prospects by moving your seminar online with DRIVE's webinar funnels.
Courses
Convert more appointments and close more new clients by educating your market with your own online courses!
Content
Need content that converts for emails, landing pages, ads and more? We've got you covered.
Calendars
Say goodbye to phone tag and manual scheudling. With DRIVE you can now manage multliple calendars in a single interface.
Analytics
Say goodbye to spreadsheets! DRIVE delivers the data you need to make informed busienss decisions in real time.