Understanding how your workflows perform helps you optimize them over time. BookLive provides several metrics to track workflow effectiveness.
Dashboard Metrics #
The workflow dashboard shows key metrics at a glance:
Active Workflows #
The number of workflows currently in “Active” status and accepting enrollments.
Emails Sent (30 Days) #
Total workflow emails sent in the last 30 days across all workflows. This helps you understand your communication volume.
Upcoming Sends (7 Days) #
Number of emails scheduled to send in the next 7 days. Useful for anticipating workload and spotting unusual patterns.
Per-Workflow Metrics #
Each workflow shows individual performance data:
Total Enrollments #
How many clients have ever been enrolled in this workflow, including:
- Active enrollments
- Completed enrollments
- Cancelled enrollments
Active Enrollments #
Clients currently progressing through the workflow.
Step Count #
Number of steps in the workflow, giving you an idea of workflow complexity.
Enrollment Status Breakdown #
For each workflow, you can see how enrollments ended:
Completed #
Enrollments that finished all steps successfully. This indicates clients who received your full communication sequence.
Completed by Goal #
Enrollments that ended early because a goal was met (e.g., proposal accepted, contract signed). This is often the desired outcome.
Cancelled #
Enrollments that were manually stopped or ended due to unsubscribe. High cancellation rates may indicate issues with your workflow.
Understanding Completion Rates #
Calculate different completion rates to assess effectiveness:
Overall Completion Rate #
Percentage of enrollments that finished (either completed all steps or met a goal):
(Completed + Completed by Goal) / Total Enrollments
Goal Conversion Rate #
Percentage of enrollments where a goal was achieved:
Completed by Goal / Total Enrollments
Higher goal conversion rates indicate effective workflows that drive desired actions.
Cancellation Rate #
Percentage of enrollments cancelled (including unsubscribes):
Cancelled / Total Enrollments
High cancellation rates may indicate over-communication or irrelevant content.
Analyzing Goal Performance #
If your workflow has multiple goals, track which ones are triggered most often:
- Which goal converts most frequently?
- At what step do most goals trigger?
- Are some goals never triggered?
This information helps you understand client behavior and optimize your sequence.
Enrollment Progress Analysis #
For active enrollments, review:
Current Step Distribution #
Where are most active enrollments in the sequence? If many are stuck at a particular step, investigate why.
Average Steps Completed #
How far do clients typically progress before completion or cancellation? This indicates engagement level.
Time-Based Analysis #
Consider timing patterns:
Enrollment Trends #
Are enrollments increasing or decreasing over time? Correlate with your business activity.
Completion Time #
How long does the average enrollment take to complete? This should roughly match your delay settings.
Identifying Issues #
Use metrics to spot problems:
High Cancellation Rate #
If many enrollments are cancelled:
- Review email content for relevance
- Check if you are sending too many emails
- Evaluate delay timing
Low Goal Conversion #
If goals are rarely met:
- Check if goals are configured correctly
- Review if the workflow reaches the right clients
- Evaluate if your calls-to-action are effective
Many Stuck Enrollments #
If enrollments seem stuck:
- Check for failed steps
- Verify delay settings are not too long
- Look for paused enrollments
Optimizing Based on Metrics #
Test Different Timing #
Clone your workflow and adjust delays. Compare metrics between the original and variant.
Improve Templates #
If completion rates are low, review email content. Are subject lines compelling? Is the call-to-action clear?
Refine Goals #
If goals are never triggered, they may not match your workflow purpose. Add or adjust goals.
Regular Review Cadence #
Schedule regular workflow reviews:
- Weekly – Check for stuck or failed enrollments
- Monthly – Review completion rates and goal conversions
- Quarterly – Comprehensive review and optimization
