Advisor Data Powered Dashboard
Advisors can track their business performance with data provided on the Advisor Dashboard. Earnings, New and Repeat Customers, and Peak Hours across Keen from the last week are available from the Advisor Dashboard with a link to My Performance details where data can be viewed further. Please note that all data is shown in the Pacific Time Zone.
The My Performance view provides an easy way to quickly check your metrics in the last seven days. The My Performance details page offers a more detailed view of the same statistics found in the Stats at a Glance widget. Advisors can filter their data for a more tailored view. Simply hover over each data point in the graph to see the exact numbers.
Total Earnings
This section displays your combined revenue from Calls, Chats, and Paid Mail over the last seven days, four weeks, three months, or a custom date range. Please note that this amount may differ from your account balance, as your balance may also include promotional funds you've redeemed or funds you've manually added to your account.
Paid Transactions
Count of completed readings (excluding readings using only free or promotional minutes).
New-to-You Customers
The number of existing Keen customers who've had their first connection with you over the last seven days, four weeks, three months, or a custom date range.
New-to-Keen Customer Conversion
- # Customers - The count of new-to-Keen customers that you spoke with during that period
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% Converted - the percentage of these new-to-Keen customers that became paid customers
28 Day Repeat Rate
- # Customers - The count of returning customers who connected with you excluding anyone who spoke with you for the first time during that period
- % Returned - The percentage of these customers who connected with you more than once within 28 days
On the first of each month, the graph shows the count of returning customers who connected with you as well as the percentage of them who connected with you more than once within 28 days. Please note that the date filter refers to the first 90 days of a 118-day look-back period, which excludes the most recent 28 day connections so customers have enough time to return.
Peak Hours
Keen's peak hours over the past week (PST) help identify the best times to be available for calls and chats. Darker boxes represent the busiest periods on Keen in the last week.