Accuracy KPI

How the accuracy metric is tracked

• Smart views are checked at the beginning of the week containing leads from the previous week.
• Smart views are kept by Dan and updated centrally in case of a process change.
• Each lead is checked to make sure the right person is designated and the mistake is valid.
• A Google sheet is sent out, noting any mistakes and who is responsible for fixing them.
• Accuracy percentage is calculated as ((leads + demos) – mistakes) / (leads + demos).

List of tracked accuracy metrics

• URL
  • All leads should have a URL, except for leads with a “Bad Fit” status. If there is no website, the description should include, “Website not live”.
• Status
  • All leads with a “Potential” status should be in countries in which FareHarbor operates.
• Address
  • U.S. leads with a street address should include a zip code.
  • Leads in the U.S., Canada, Mexico, and Australia should include the state, if there is a street address.
• Contact information
  • A lead must have at least 1 email address or 1 phone number, preferably both.
• Tasks
  • A demo request task should be set in all demo request leads except for those with an “International” status.
• Custom fields
  • Account Tier: required in all leads except those with a status of “Web Developer”, “Partner/Affiliate”, “Live – External URL”, and “Bad Fit”
  • Current Reservation Software: required in all leads except those with a status of “Web Developer”, “Partner/Affiliate”, “Live – External URL”, and “Bad Fit”
  • Distribution – Type: required in all leads with a “Partner/Affiliate” status
  • Location – Country: required in all leads except for certain leads with a “Partner/Affiliate” status
  • Location – State: required for leads in the U.S., Canada, Mexico and Australia
  • New Company Demo Request: required in all demo request leads when a company reaches out to FareHarbor before FareHarbor reaches out, regardless of when the lead was physically loaded; the date should be the date of the first inbound communication from the prospect
  • Search – Organic Search – SEMrush: required in all leads; if there is no URL, enter “0”
  • Type – Activity: required in all leads with a website, except those with a status of “Partner/Affiliate” and “Web Developer”
  • Type – Primary: required in all leads with a website, except those with a status of “Partner/Affiliate” and “Web Developer”
  • TA URL: all leads require a value; if there is no Tripadvisor page, enter “Not on TA”
  • TA # of Reviews: required if there is a Tripadvisor link in the TA URL field
  • TA # Rank (City/State/Country): required if there is a Tripadvisor link in the TA URL field

Leads not considered in KPI reports

• Leads with a “Bad Fit” status
• Leads with a “Live – External URL” status
• Leads tasked for deletion
• New Dashboard leads