Acquisition
Compare lead sources and marketing spend with the number of inquiries received.
Lead volume
A sample comparison, not Kayse customer results.
Signed cases
A sample comparison, not Kayse customer results.
Dashboard Builder
See the source.
Follow the outcome.
Build a view of marketing spend, leads, signed cases, and settlements. Compare the measures that matter to your firm in one place.
Marketing source comparisonIllustrative data
Lead count is one part of the picture.
Choose the stages and definitions your team will use to evaluate performance.
Intake
Follow leads through the stages your firm uses, including signed cases.
Case outcomes
Bring in the available case and settlement data to review results over time.
The biggest bar can change at the next stage.
In the fictional example above, Search has the most leads, while Referrals has the most signed cases.
Switch between the two measures to see why the definition matters. These invented figures illustrate a dashboard comparison; they are not a conversion benchmark.
A useful dashboard also records the reporting period, the status definition, and which records are included.
Agree on the data before building the view.
A dashboard can only answer questions supported by the records behind it.
Field mapping
Identify the lead source, spend, case stage, and outcome fields you need.
Consistent definitions
Agree on what counts as a lead, a signed case, and a reported outcome.
Connection ownership
Confirm the integration method and ongoing responsibility for maintaining it.
Review connection optionsBring one reporting question.
We will work through the fields, the comparison, and the view your team needs.