How can I track and analyze lead routing performance over time?

Most routing problems show up in unexpected ways. Enterprise deals going to SMB reps. Territory imbalances where one region is overwhelmed while another is quiet. New routing rules that seemed perfect on paper but aren't performing as expected. These issues directly impact revenue, but they're hard to spot without proper tracking.

"EMEA's pipeline isn't matching their meeting volume. Why is that?"

"Why are enterprise demos not closing?"

"Show me which verticals are converting best"

H🤔w can I do that?

Getting visibility into routing performance helps solve concrete problems. When enterprise deals are misrouted, you can see exactly where the rule logic needs adjustment. If certain regions are getting overloaded, you'll know before it affects team performance. And when you implement new routing rules, you can measure their effectiveness with real data.

Track your routing performance using real-time logs and analytics. You can see which rules are being triggered, how leads are being distributed, and where any bottlenecks are forming. This gives you the data to optimize your routing for better conversion rates and more balanced team workloads.

Why should I d🧐 it?

Get complete visibility into your routing performance
Spot misrouted leads and fix rule conflicts before they cause problems
Ensure fair and efficient meeting distribution
Optimize your conversion rates across all channels
Make data-driven decisions about team capacity

How have others done this?

Enterprise Platform

Use routing logs to:
1. Track real-time routing decisions
2. Monitor rule effectiveness
3. Identify qualification patterns
4. Debug routing issues instantly
Leverage trend analysis to:
1. Compare period-over-period performance
2. Spot seasonal patterns
3. Measure improvement initiatives
4. Optimize booking experiences
Monitor conversion funnels for:
1. Form submission rates
2. Qualification effectiveness
3. Booking conversion rates
4. Drop-off points

Security Platform

Track router performance:
1. Meeting volume by router
2. Qualification rates
3. Booking success rates
4. Team utilization
Analyze team distribution:
1. Meeting load per rep
2. Completion rates
3. No-show patterns
4. Cancellation trends

Implementation Templates

Review top-triggered rules monthly—frequent catch-all fires mean primary rules need tweaking.
Use the distribution reports to gradually ramp up new reps by monitoring their completed/cancelled ratio
High no-show rates? Check distribution reports + router breakdown in case specific lead sources are the problem.

Explore Our Latest Use Cases

Can I route meetings based on SDR inputs to the right AEs and have them book the meeting right away?

Let’s face it getting SDRs to book meetings fast enough, and on the right AEs calendar, with the right information all while talking the prospect is already a hard task. Getting them to fill CRM fields before they to book that meeting? Forget about it. So let’s see how to make all that happen, without adding more work for you SDRs?

How can I create separate booking success pages based on booking status or lead qualifications?

Not every booked meeting is the same, so why should every success page be? When a prospect books (or doesn’t book) a meeting, you want to guide them to the right next step—whether it's an onboarding page, a self-serve resource, or an alternative action for disqualified leads. With RevenueHero, you can dynamically redirect prospects to the right success page based on their booking status and lead qualifications.

How can I automatically reassign leads if a rep is on vacation or out of office?

A key rep is out on vacation—or worse, out sick last minute—and now their meetings are either being missed or manually reassigned. Meanwhile, new leads keep coming in, but no one’s available to take them. Instead of scrambling to fix things, what if your routing handled this automatically?

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