Each initiative has its own metrics page that shows how well it is turning engagement into results. Open it from the initiative to see the full picture.
The conversion funnel
The funnel depends on how your initiative converts:
- Sales Agent initiatives show the conversation journey: how many were Triggered, how many Entered Flow (tapped in and started talking), how many Reached Terminal (got to an ending), and how many Converted.
- Direct Conversion initiatives show the link journey: Links Sent, Links Clicked, and Converted. Clicks count prospects who opened the link at least once, and bot and preview traffic is excluded, so the numbers reflect real people. For links to an external site, clicks are the last thing Cloziq can see; conversion happens on your side.
The percentage between two stages is the share that moved on, not the share that dropped off. Higher is better, and it is always shown in green. Each stage also has a little info icon explaining exactly what it counts, so you never have to guess a definition.
Where a direct conversion sends people to an external site, the headline metric is labelled Link Clicks with a Click-Through rate rather than conversions, because a click is genuinely the last thing Cloziq can see.
On a phone the metric cards become a row you swipe sideways rather than a tall stack, so if you can see two and a sliver of a third, that is the whole set; keep scrolling right.
The conversion trend
A trend chart shows your results over time, and you can switch between Conversions and Revenue to see either the count or the money.
Lead status breakdown
A breakdown shows where this initiative's leads currently sit, by status, so you can see how many are qualified, booked, purchased, and so on. To learn what each status means, see Understanding lead statuses.
Picking a time range and version
Set a date range to focus the numbers, and if you have republished the initiative, use the version filter to look at one version (shown as Version 2 ยท Jul 23), the newest (Latest (v3)), or all of them together. Comparing versions after a change is the honest way to know whether it helped.
Each version is shown as it was set up at the time. If version 1 used a sales agent and version 3 sends a direct link, picking version 1 gives you the conversation funnel from that era, not today's link metrics.
When metrics are hidden on purpose
Sometimes you will select All versions and see no numbers at all, just a message reading "Pick a version to see these metrics."
That is deliberate, and it is protecting you from a misleading number. It happens when the initiative was set up differently at different points in the period you are looking at: the conversion method changed, the sales agent changed, or the agent's goal flipped between closing sales and booking calls. Adding those together would mean adding booked calls to closed sales, or funnel stages to link clicks, which tells you nothing true.
Pick a specific version from the menu, or narrow the date range, and the numbers come back for that one setup.
A tip Cloziq shows alongside that message, and worth taking: when you want to switch between Close Sales, Book Calls, and Direct Conversion, build a fresh initiative instead of changing this one. Each initiative then keeps its own clean set of metrics.
Tips
- Watch the biggest drop-off first. Fixing the weakest step usually moves results the most.
- Low clicks on a direct conversion usually means the message before the link needs work, not the link itself.
- For your audience-wide picture across all initiatives, use the lifecycle funnel on the Contacts page instead.