Lead-source value
Compare the volume, conversion and value associated with different routes into the business.
PERFORMANCE ANALYSIS FOR SURVEYING FIRMS
See what is happening. Understand why. Act with confidence.
Bring sales, customer journey and operational reporting together to understand how your surveying practice is performing.
Use clear dashboards, flexible filters and accessible reporting to identify what is working, where opportunities slow down and where informed action can make a difference.
Sales visibility
Customer journey insight
Exportable data
KNOWLEDGE THAT SUPPORTS BETTER DECISIONS
Start exploring
Move beyond isolated figures and see the story developing across your practice.
Survey Booker turns the activity already taking place across enquiries, quotations, instructions and completed jobs into practical reporting. Compare the areas that matter, investigate change and give decision-makers a clearer operational picture.
SALES PERFORMANCE
Understand what drives instructions, fees and sustainable growth.
Explore the results behind your sales activity, from the sources generating enquiries to the services, locations and team members converting them into valuable work.
FROM ENQUIRY TO INSTRUCTION
See where your strongest work is coming from
Compare lead sources, job types, locations, fees and individual or team performance using the filters relevant to your reporting question. The aim is not simply to display more numbers, but to make patterns easier to recognise.
Lead sourcesConversionAverage feesRevenueTeams and branches
Conversion trends
Follow how enquiries and quotations become instructions across periods and service types.
Fees and revenue
Understand average fees and instruction value by job type, location or another useful segment.
Team comparisons
Identify strong results, changing workloads and areas where additional support may be useful.
CUSTOMER JOURNEY INSIGHTS
Find the points where opportunities progress, pause or fall away.
Measure more than the final outcome. Explore how long different stages take, how conversion varies and why potential customers decide not to proceed.
SEE THE JOURNEY BETWEEN THE FIGURES
Understand both pace and outcome
Review the time from enquiry to quotation, follow-up and instruction, then compare the journey by job type, lead source, branch or reporting period. Reasons for lost opportunities add useful context to the conversion figure.
Stage durationQuote conversionLost reasonsFiltered comparisons
Ask more precise questions
Use multiple filters to narrow the view and investigate the part of the journey that matters.
Recognise friction
Spot stages that consistently take longer or produce a disproportionate number of lost opportunities.
Support improvement
Give teams clearer evidence when refining follow-up, allocation or customer communication.
PII RENEWAL REPORTING
Bring renewal information together without rebuilding it in spreadsheets.
Access reporting based on the job information already held in Survey Booker, then filter and extract the data needed to support your professional indemnity insurance renewal process.
01Choose the reporting periodFocus the information around the relevant renewal dates.
02Apply useful filtersReview job types, instruction values, fees, locations and other available criteria.
03Extract the resultsPrepare an organised data set for review and use within your renewal submission process.
DATA EXPORT AND API REPORTING
Use your information within the reporting environment your business prefers.
Survey Booker’s reporting does not have to end inside the platform. Export available information or use API connections to support tailored dashboards and wider business intelligence.
EXTEND YOUR REPORTING
Connect operational data with your wider view
Bring relevant Survey Booker information into external reporting systems such as Microsoft Power BI, helping larger businesses combine surveying workflow data with the other measures used across their organisation.
Data exportAPI accessCustom dashboardsBusiness intelligence
Build tailored dashboards
Present the measures, comparisons and structures relevant to your own reporting requirements.
Combine operational views
Use compatible tools to bring Survey Booker information alongside other business data.
Support deeper analysis
Give analysts and decision-makers appropriate access to shape more specialised reporting.
Good reporting does more than confirm what has happened. It helps a practice understand what to do next.
Performance insight with purpose
EXPLORE THE COMPLETE PLATFORM
Performance becomes clearer when the wider workflow is connected too.
Explore the specialist tools that create the activity behind your reporting and help modern surveying practices work with greater clarity.
01Sales growthLead capture, allocation, nurturing and conversion→
02Referral partnersPortals, mobile referrals, tracking and statements→
03ComplianceAudit trails, records and secure document control→
04IntegrationsConnect reports, payments, accounts and calendars→
05CommunicationEmail, SMS, messaging and calls connected to the job→
06Performance analysisOperational insight that supports better decisions→
07Team managementAvailability, appointments, tasks and visibility→
08Panel managementRouting, partner allocation, governance and reporting→
09Web and mobile appSecure access in the office and while working remotely→
Explore the work your reporting helps you understand.
See how Survey Booker supports both survey and valuation practices and project-led businesses through connected operational workflows.
SURVEY AND VALUATIONFrom enquiry to completed reportConnect sales, booking, terms, appointments, reporting, communication and compliance.Explore survey and valuation →
PROJECT MANAGEMENTFrom opportunity to delivered projectCoordinate customers, projects, tasks, teams, documents and commercial activity.Explore project management →
TURN INFORMATION INTO ACTION
See the reporting behind a more informed surveying practice.
Book a tailored demonstration to explore the dashboards, filters and reporting options relevant to your team and business structure.