RedView CRM’s Marketing Dashboard delivers detailed analysis of your business development performance, using data captured throughout the enquiry and lead management process.
Key metrics include:
Enquiry trends – volume and movement over time
Lead source analysis – where leads are coming from
Type of work breakdown – understanding demand patterns
Pipeline value & quality – estimated future fee potential
Conversion rates – enquiry to matter success ratios
Attrition analysis – why opportunities are lost
Follow-up performance – response times and engagement tracking
By default, the dashboard provides a firm-wide view. However, you can now filter the analysis to gain targeted insights by:
Location (e.g. office)
Event or Campaign
Staff member
Area of Law
Referrer
This allows leadership to move beyond surface-level reporting and truly understand which initiatives, people, and practice areas are driving growth — and which require attention.
The RedView Team