> ## Documentation Index
> Fetch the complete documentation index at: https://cal.id/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Analyzing Routing Form Performance in Cal ID Insights

> Interpret routing form analytics in Cal ID Insights to track qualifying questions, visualize drop-off points, and optimize your lead conversion funnel.

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.

## Open the Routing dashboard

<Steps>
  <Step title="Log in to Cal ID">
    Access your main account dashboard.
  </Step>

  <Step title="Navigate to Insights">
    Click **Insights** in the left-hand sidebar menu.
  </Step>

  <Step title="Select the Routing tab">
    Click the **Routing** tab at the top left of the insights page to view analytics specific to your forms.
  </Step>
</Steps>

## Key routing metrics & definitions

### Routing form summary

This scorecard provides a high-level view of form performance within your selected date range.

| Metric                  | What it tells you                                                                                                                |
| ----------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| **Total Response**      | How many visitors completed and submitted the form.                                                                              |
| **Successful Routes**   | The number of visitors who met your criteria and were successfully redirected to a destination (booking page).                   |
| **Unsuccessful Routes** | The number of visitors who met your criteria and were successfully redirected to a destination but did not complete the booking. |

<Frame>
  <img src="https://mintcdn.com/cal-id-docs/xZDaqY4Zy3nhxfzY/images/insights/routing-performance-1.png?fit=max&auto=format&n=xZDaqY4Zy3nhxfzY&q=85&s=45c18943b7d0a54f4656e6d82f42c963" alt="Routing form summary scorecard" width="1436" height="749" data-path="images/insights/routing-performance-1.png" />
</Frame>

### Routing funnel analysis

Shows date-wise trends for Total submissions, Successful Routings, and Accepted Bookings.

<Frame>
  <img src="https://mintcdn.com/cal-id-docs/xZDaqY4Zy3nhxfzY/images/insights/routing-performance-2.png?fit=max&auto=format&n=xZDaqY4Zy3nhxfzY&q=85&s=72eeff2e0d41f2490248f353300960b3" alt="Routing funnel analysis" width="1436" height="751" data-path="images/insights/routing-performance-2.png" />
</Frame>

## Performance graphs & data trends

* **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 users stop completing the form, helping you identify confusing questions.

<Frame>
  <img src="https://mintcdn.com/cal-id-docs/xZDaqY4Zy3nhxfzY/images/insights/routing-performance-3.png?fit=max&auto=format&n=xZDaqY4Zy3nhxfzY&q=85&s=3dcb4ca80f6b21003ffc26de61554161" alt="Submission timeline and drop-off visualization" width="1436" height="751" data-path="images/insights/routing-performance-3.png" />
</Frame>

## Filtering and customizing data

<Info>
  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.
</Info>

* **Date Range Selector**: Use the dropdown in the top right to analyze data from specific periods, such as "Last 30 Days" or "Custom Range".

<Frame>
  <img src="https://mintcdn.com/cal-id-docs/xZDaqY4Zy3nhxfzY/images/insights/routing-performance-4.png?fit=max&auto=format&n=xZDaqY4Zy3nhxfzY&q=85&s=350b02878b53f26c95b2385c7ca4eefa" alt="Date range selector" width="1436" height="749" data-path="images/insights/routing-performance-4.png" />
</Frame>

* **Form Selector**: If you have multiple routing forms, use the dropdown to view insights for a **Specific Form** or **All Forms**.

<Frame>
  <img src="https://mintcdn.com/cal-id-docs/xZDaqY4Zy3nhxfzY/images/insights/routing-performance-5.png?fit=max&auto=format&n=xZDaqY4Zy3nhxfzY&q=85&s=8d9f7a721df2208eeee0a6d2ad20394d" alt="Form selector dropdown" width="1436" height="749" data-path="images/insights/routing-performance-5.png" />
</Frame>

* **Account Filter**: Switch between **Personal** routing data or specific **Team** routing data using the filter in the top left.

<Frame>
  <img src="https://mintcdn.com/cal-id-docs/xZDaqY4Zy3nhxfzY/images/insights/routing-performance-6.png?fit=max&auto=format&n=xZDaqY4Zy3nhxfzY&q=85&s=0f5e8973e4b10c0ab6def9d19612437c" alt="Account filter" width="1436" height="749" data-path="images/insights/routing-performance-6.png" />
</Frame>

* **Export Data**: Click the **Download** button in the top right to export your routing data as a CSV or PDF for advanced analysis.

<Frame>
  <img src="https://mintcdn.com/cal-id-docs/xZDaqY4Zy3nhxfzY/images/insights/routing-performance-7.png?fit=max&auto=format&n=xZDaqY4Zy3nhxfzY&q=85&s=53dd25920d583e776316ab7efd617282" alt="Download export button" width="1436" height="749" data-path="images/insights/routing-performance-7.png" />
</Frame>

## Next steps

<CardGroup cols={2}>
  <Card title="Build a routing form" icon="filter" href="/docs/routing/routing-forms">
    Create and configure the qualifying questions that feed these insights.
  </Card>

  <Card title="Booking performance" icon="chart-line" href="/docs/insights/booking-performance">
    Track booking efficiency, meeting trends, and no-show rates across your events.
  </Card>
</CardGroup>

## Related docs

* For Booking Insights, refer to [Analyzing Booking Performance with Cal ID Insights](/docs/insights/booking-performance).
* For Workflows Insights, refer to [Analyzing Workflow Performance in Cal ID Insights](/docs/insights/workflow-performance).


## Related topics

- [Analyzing Booking Performance with Cal ID Insights](/docs/insights/booking-performance.md)
- [Analyzing Workflow Performance in Cal ID Insights](/docs/insights/workflow-performance.md)
- [Setting Up Routing Forms in Cal ID](/docs/routing/routing-forms.md)
- [Round-Robin Scheduling](/docs/teams/round-robin.md)
