Client
US-Based BPO Client
Date
April 16,2026
Services
BigQuery, Looker Studio, Python
Our Role
Data Engineer, Business Intelligence Developer
Highlights
- Built a comprehensive lead analysis dashboard providing full lifecycle visibility from lead creation through appointment booking to sales conversion.
- Enabled real-time rep performance monitoring with speed-to-lead tracking, outbound activity leaderboards, and inactivity alerts.
- Provided granular day and night lead segmentation with follow-up compliance tracking to optimize contact strategies outside business hours.
- Designed multi-level stage bucketing to classify leads across pipeline stages, enabling clear visibility into where leads stand at every point in the funnel.
- Built interactive drill-down views with filtering by date range, clinic, rep, stage, and contact for efficient lead management.
- Tracked lead source distribution across channels to identify the highest performing acquisition sources driving inbound volume.
- Delivered a stale leads monitoring system with inactivity buckets across rep and clinic dimensions to flag at-risk leads before they go cold.
KPIs & Metrics Tracked
- Total Leads, Work Hours Leads, Responded Leads
- Appointments Booked & Appointment Rate
- Sales Made
- Leads Month to Date / Week to Date / Today
- Average Speed to Lead (minutes)
- Leads with No Rep Touches
- Total Outbound Calls, SMS, Emails
- Speed to Lead Distribution
- Appointments Created by Rep
- Appointments Performance by Clinic
- Day vs Night Time Lead Segmentation
- Night Lead Follow-up
- Average Inactivity by Rep
- Stale Leads Breakdown
- Rep Outbound Call Leaderboard
- Lead Call Activity
- New Leads Created Daily Trend
