If you would like to know what a certain term or metric name means, as well as information like the source of the data or how it is useful, you've come to the right place! For best results, use control+F and search for your desired term on this page. If you don't see the term you're looking for, Sign In with your Thryv® Command Center credentials, and leave a comment asking your question, our team will provide an answer here.
| Term | Definition | Source | Contained in Report |
| Appointments By Status |
This graph indicates the number of upcoming appointments in the current or upcoming time frame. For example, when looking at the number of appointments for the next week or 4 weeks, this can help identify if you are properly staffed or if there should be extra coverage if someone is going to be out of office. If you look at a time frame such as last 4 weeks, you will see the amount of cancelled, completed and expired requests. Remember, to see data for no-shows, you should mark these appointments as no-show. |
Thryv Business Center™ |
Appointments |
| Appointments Per Staff | Appointments segmented by assigned staff member. For instance, you can see who is leading the way for appointments or reassign appointments for workload balancing if needed | Thryv Business Center | Appointments, Team Activity, Know my Customer |
| Appointments By Customer Status |
Number of appointments you have from leads (new customers) or repeat/ established customers within a designated time frame. This is an excellent way to understand if you have areas of opportunity to improve customer retention or if you are getting the number of conversions, you are looking for. Remember, in order for this metric to be effective, you must be using the client status feature in Thryv Business Center. |
Thryv Business Center | Appointments |
| Appointments By Type | Shows appointments sorted by group events or 1:1 appointments. You can quickly see whether one type of appointment is more popular, and decide to promote group events or 1:1 appointments. | Thryv Business Center | Appointments |
| Cancelled Appointments | Total number of appointments cancelled or declined. Cross reference this with reports by staff or service type to see if there is a pattern in which appointments are declined, or by customer to see if some customers cancel more often. | Thryv Business Center | Appointments |
| Rescheduled Appointments | Total number of appointments rescheduled by your staff or customers. Cross reference this with reports by staff or service type to see if there is a pattern in which appointments are rescheduled, or by customer to see if some customers reschedule more often. | Thryv Business Center | Appointments |
| Completed Appointments | Total number of appointments completed. Use this metric to track when you are busiest, and schedule announcements for seasonal services to keep your schedule full. | Thryv Business Center | Appointments |
| Payments Received | Total payment received. Use this to track your income, make projections, and also for business plans and financial reports. Remember, to make sure your total amount is accurate, record all cash or check payments in addition to payments made by your customers. | Thryv Business Center | Sales |
| Estimates Issued Revenue | Revenue value on estimates issued. Use this to determine how much revenue is generated relative to estimates sent. | Thryv Business Center | Sales |
| Estimate Status | Estimates by status highlighting which stage they are at. Use this to quickly see how many estimates are awaiting approval, already approved, rejected or invoiced. | Thryv Business Center | Sales |
| Estimate Revenue Per Staff | Estimates issued per staff with related revenue attached. Use this to see which staff members are getting their estimates approved and generating revenue for your business. | Thryv Business Center | Sales, Team Activity |
| Invoice Revenue | How much revenue is generated from invoices. Use this to track income, prepare financial reports or business plans. | Thryv Business Center | Sales |
| New Customers | New client cards created. Remember to add customers and leads to Thryv Business Center to ensure this metric is accurate. | Thryv Business Center | Sales |
| New Customers By Channel | Use this to see where your clients are coming from. Use this to identify your most popular lead sources. | Thryv Business Center | Know My Customer, Sales |
| Customer spend | Total customer spend split by new and existing customers. This metric is great for determining customer lifetime value and identifying opportunities to turn one-time customers into repeat customers. | Thryv Business Center | Know My Customer |
| Recurring Appointments Intervals | Average time between recurring appointments with number of appointments. Use this to see how far apart your customers typically book their recurring appointments. What you can do with this is create an automated campaign with a promotion at this interval to turn more one-time appointments into recurring appointments. | Thryv Business Center | Know My Customer |
| Client Card Completion | How many client cards are filled out completely. Use this to measure how much information your staff are gathering when they input clients, or how much information people are filling out on your intake forms. You may want to look at your intake forms to make sure they're capturing essential information, or increase the number of required fields. | Thryv Business Center | Know My Customer |
| Campaign Notifications | Total announcement campaign notifications sent | Thryv Business Center | SMS and Email Marketing |
| Campaigns Sent | Announcement campaigns notifications sent per campaign name | Thryv Business Center | SMS and Email Marketing |
| Campaign Details | Total announcement campaign notifications sent with delivery status | Thryv Business Center | SMS and Email Marketing |
| Announcement Emails Read | Total announcement campaigns emails read by recipients. Compare this with the same metric for SMS to see which channel performs better, or compare it to campaigns sent to see your overall open rate | Thryv Business Center | SMS and Email Marketing |
| Announcement SMS Read | Total announcement campaigns in SMS read by recipients. Compare this with the same metric for email to see which channel performs better, or compare it to campaigns sent to see your overall open rate | Thryv Business Center | SMS and Email Marketing |
| Revenue Per Staff | Total revenue sorted by staff member. This is determined by the assigned staff member to the client who made the payment, and it could apply to payments made on invoices, appointments, or miscellaneous payments. | Thryv Business Center | Team Activity |
| Invoice Revenue Per Staff | Revenue generated from invoices, sorted by staff member. Use this to see which of your staff members are bringing in the most money. | Thryv Business Center | Team Activity |
| New Customers Served Per Staff | Number of new customers served broken down by staff. This metric indicates how many of your staff are serving new customers and potentially converting leads and growing your businesss. In this context new indicates that no client card existed prior to transaction done by this staff member |
Thryv Business Center | Team Activity |
| Repeat Customers Served Per Staff | Existing customers served by staff. This metric is useful for seeing how many repeat customers each staff is serving, and who is increasing lifetime customer value. Existing in this context indicates that the client card exists prior to the transaction with your staff. |
Thryv Business Center | Team Activity |
| Website visitors | How many unique visitors have visited your website. This metric is a great starting point for tracking your lead funnel and how customers flow through your pipeline. For more details on what leads are doing when they reach your website, install your Heatmap. | Thryv Marketing Center™ | Advanced Web Performance |
| Website Leads | How many new customers took action on the website. This includes anyone who took an action on your site like filling out a contact form, scheduling an appointment, or making a payment. For a quick way to convert leads through your website, enable online booking. | Thryv Marketing Center | Advanced Web Performance |
| Top website pages | Which website pages are being visited the most often. This can help determine which part of your website is performing the best. If you want to make changes to improve, click here for a guide to editing your website. | Thryv Marketing Center | Advanced Web Performance |
| Website actions | Customer actions taken on the website. This shows what a customer is doing next when landing on your website. Use this to clarify your call to action on your website to convert leads. | Thryv Marketing Center | Advanced Web Performance |
| New and return visitors | Display number and breakdown of new vs return visitors. This helps determine how many new leads are coming in and how many repeat customers are coming back to your website. One of the best ways to turn one-time customers into repeat visitors is following up with automated email campaigns in Thryv Business Center | Thryv Marketing Center | Advanced Web Performance |
| Website bounce rate | The number of the website bounces from visitor sessions. This indicates how many times a lead is coming to your site, then leaving without taking action. When this rate is high, make sure that the portion of your website that is "above the fold" or the part that loads without the user having to scroll, is dynamic and engaging. | Thryv Marketing Center | Advanced Web Performance |
| Website visitors incoming channel | Incoming website visitors by channel. This is great for evaluating the front of your funnel and seeing how leads are getting to your website. | Thryv Marketing Center | Advanced Web Performance |
| Total Leads | Total number of leads across all channels. These are measured by calls to your tracked phone numbers, form fills, and website conversions. (Forms are not counted in Australia and Canada). To ensure conversions from your 3rd party (non-Thryv) website are counted, make sure you've added visitor tagging to your HTML |
Thryv Marketing Center |
Marketing Activity |
| Leads by Type | Total number of leads sorted by the specific action they took in order to become leads, such as asking for directions to your business on Google Maps, calling your tracked phone numbers, or completing forms on your website. If there is a certain method you prefer to convert leads, consider clarifying the call to action in your ads. |
Thryv Marketing Center |
Marketing Activity |
| Total Calls | Total number of calls to your tracked phone numbers. If a business calls your business line directly, it will not be counted. To make sure your count is as accurate as possible, use Thryv Marketing Center's trackable phone numbers in advertising efforts housed outside of Thryv Marketing Center. |
Thryv Marketing Center |
Marketing Activity |
| Calls by Type | Calls sorted by whether they are answered or unanswered. If too many calls are going unanswered, consider changing the destination number to a team member who is more available to answer. |
Thryv Marketing Center |
Marketing Activity |
| Total Forms | Total number of forms filled. Form fills are a great way to offer your leads another way to engage with your business without having to make a phone call, and capturing more information about them. |
Thryv Marketing Center |
Marketing Activity |
| Total Clicks | Number of clicks on your online profiles |
Thryv Marketing Center |
Marketing Activity |
| Clicks to Leads | The number of clicks and the ratio of clicks to leads. This is a key metric for the overall effectiveness of your online ads. Make sure your online experience is set up so that once a lead clicks on your profile, there is engaging content to give them a clear picture of what your business does (and why you are their best choice) and their next step is clear and easy to follow. |
Thryv Marketing Center |
Marketing Activity |
| Total Impressions | Total number of times your profiles have appeared to a lead in a search or other channel. Compare this metric to your total clicks to see how many opportunities are resulting in a lead choosing to click on your profile. |
Thryv Marketing Center |
Marketing Activity |
Comments
0 comments