Quotespan

Analytics dashboard

KPIs, conversion funnel, daily series, per-template breakdown and variant pick rate — all per contractor account.

/admin/analytics gives you a single view of how your forms and quotes are performing over a chosen date range.

Date range & scope

  • Date range: 7 / 30 / 90 day presets, or a custom start and end.
  • Scope: all events / public forms only / quotes only.
  • Filter to a specific form via dropdown.

KPIs

  • Form views, starts, abandons, completions.
  • Quote views, accepts, declines.
  • Lead total, accept rate %, revenue (sum of computed quote prices on captured leads).
  • Cost-per-lead and acceptance rate are surfaced as percentage changes vs. the previous period.

Visualizations

  • KPI cards with metric + change %.
  • Funnel ribbon for form_view → form_start → form_complete.
  • Daily series chart (line or bar).
  • Per-template breakdown table.
  • Variant pick rate — which add-on options are most often chosen.

UTM tracking

When the form is opened with utm_source, utm_medium or utm_campaign parameters, those are stored on the analytics events so you can attribute leads to their source.

Privacy

Quotespan never stores email, phone or name on analytics events. IP addresses are SHA-256 hashed and session IDs are anonymous. Lead PII lives only on the leads collection.