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Understand how your routing forms convert. The Routing insight tab lets you track the effectiveness of your qualifying questions, visualize where visitors drop off, and optimize your lead conversion funnel.

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Open the Routing dashboard

1

Log in to Cal ID

Access your main account dashboard.
2

Navigate to Insights

Click Insights in the left-hand sidebar menu.
3

Select the Routing tab

Click the Routing tab at the top left of the insights page to view analytics specific to your forms.

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Key routing metrics & definitions

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Routing form summary

This scorecard provides a high-level view of form performance within your selected date range.
Scorecard at the top of the Routing insights tab showing Total Response, Successful Routes and Unsuccessful Routes counts for the selected date range

Sizing up how the form converts

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Routing funnel analysis

Shows date-wise trends for Total submissions, Successful Routings, and Accepted Bookings.
Routing funnel chart plotted by date, with separate series for Total submissions, Successful Routings and Accepted Bookings

Tracking submissions through to bookings

  • Submission Timeline: A graph showing daily or weekly form submissions, allowing you to correlate form activity with marketing campaigns.
  • Drop-off Visualization: A visual representation of where visitors stop completing the form, helping you identify confusing questions.
Routing insights page showing the submission timeline graph above the drop-off visualization, which breaks responses down question by question

Seeing where people abandon the form

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Filtering and customizing data

Filters apply to every scorecard and graph on the page. Set your date range, form, and account before reading the numbers so you’re comparing the right data.
  • Date Range Selector: Use the dropdown in the top right to analyze data from specific periods, such as Last 30 Days or Custom Range.
  • Form Selector: If you have multiple routing forms, use the dropdown to view insights for a Specific Form or All Forms.
  • Account Filter: Switch between Personal routing data or specific Team routing data using the filter in the top left.
  • Export Data: Click Download in the top right to export your routing data as a CSV or PDF for advanced analysis.

Build a routing form

Create and configure the qualifying questions that feed these insights.

Booking performance

Track booking efficiency, meeting trends, and no-show rates across your events.

Related topics

Analyzing Booking Performance with Cal ID InsightsAnalyzing Workflow Performance in Cal ID InsightsSet Up Routing FormsRound-Robin Scheduling