How This Workflow Works
This workflow processes lead data to calculate several scoring metrics, categorizes leads into score bands, and stores the results in a database. It then aggregates and visualizes lead performance by score category to support conversion analysis.
Key Features:
- Calculate multiple lead scoring metrics to assess lead quality and engagement.
- Categorize leads into meaningful score bands for targeted analysis.
- Store enriched lead data in a database for easy access and reporting.
- Visualize lead distribution and conversion rates by score category.
Step-by-step:
1. Calculate Lead Scoring Metrics:
The workflow computes several scoring metrics for each lead, such as fit, engagement, intent, penalty, and a total score. These metrics provide a quantitative basis for ranking and segmenting leads according to their potential value.
2. Categorize Leads by Score Bands:
After scoring, the workflow assigns each lead to a score band or category. This categorization helps group leads into actionable segments, making it easier to tailor follow-up strategies and prioritize high-potential leads.
3. Store and Prepare Data for Analysis:
The enriched lead data, including scores and categories, is written to a database for secure storage and future retrieval. The workflow also filters the dataset to retain only the most relevant columns for analysis.
4. Visualize and Share Insights:
The workflow aggregates lead performance by score category and generates visualizations, including histograms, box plots, and bar charts. These visual tools help stakeholders quickly understand lead distribution and conversion rates across different score bands.