TrueMetriks documentation: Leads https://docs.truemetriks.com/dashboard/leads/ Generated from the TrueMetriks documentation. Paste the whole of this file into ChatGPT, Claude, Gemini, Cursor or any other AI. I use TrueMetriks, a server-side tracking and conversion attribution platform. It tracks my website visitors, ties every sale back to the ad that produced it, and sends those conversions back to my ad platforms. Help me with this specific task: Leads. The Leads page is your events explorer: every event you fire ranked by volume, with a detail view showing each event's conversion rate and the paths to it. HOW TO GUIDE ME - This file has three parts: THE GUIDE is today's task, BACKGROUND is a prerequisite to confirm with me before you start THE GUIDE, not optional reading, and LINK MAP is the only place a real link comes from. - Ask me ONE thing at a time and wait for my answer before moving on. - At the start of every step, ask me: "do you want the written steps, or the video?" If I pick the video, give me the exact link from the LINK MAP at the bottom and wait until I tell you I have watched it. If I pick the written steps, give them to me from this file. - Only ever give me links that appear in the LINK MAP below. Never invent a URL, never guess an anchor, and if I ask for something that has no link here, say so and point me at https://docs.truemetriks.com/ instead. - Never ask me for my password, my API key, my MCP key, or any card details. You are reading me the steps; I am the one clicking in my own account. - Confirm each step worked before starting the next one. - Keep it short. I am doing this while looking at my screen, not reading an essay. - Everything you need is in this file. You do not need to browse the web. =============================================================================== THE GUIDE: Leads https://docs.truemetriks.com/dashboard/leads/ =============================================================================== **Video guide** VIDEO: How the Leads page works in TrueMetriks -> https://docs.truemetriks.com/dashboard/leads/ ## The events list The page opens on a searchable list of every event, ranked by count. Each row shows: - **Event** - the event name (your built-in and custom events). - **Count** - how many times it fired in the selected period, with a sparkline of its trend. - **Conversion Rate** - the share of visits that fired this event at least once. - **Revenue** - total revenue tied to the event (only money-carrying events like Purchase show a value; the rest show a dash). Click any event to open its detail. ## The event detail Opening an event (here, **Lead**) shows its headline stats, a conversion comparison, and the paths that led to it. ### The headline stats - **Total Visits** - visits in the period that could have fired this event (the denominator for conversion rate). - **Total Events** - how many times the event fired in total, counting repeats. - **Unique Events** - how many distinct visitors fired it at least once (repeats by the same person collapse to one). - **Conversion Rate** - Unique Events divided by Total Visits - the share of visitors who did this. - **Revenue** - revenue attributed to the event, when it carries money. ### Converts to **Converts to** lets you measure the drop-off from this event to a later one. Pick a downstream event with **Add target event** - for example, choose Purchase while looking at Lead - and TrueMetriks shows what share of the people who fired this event went on to fire that one. It is how you answer "how many of my leads actually buy." Each target you add gets a row: - **Users Converted** - how many of the people who fired this event later fired the target. In the example, 870 of the Lead visitors went on to Purchase. - **Conv. Rate** - that count as a share of this event's unique visitors. Here 44.16% of leads became buyers. - **Median Time** - the typical gap between the two events, so you can see how long your sales cycle really is (3 days here). - **P90 Time** - the slowest 10% take at least this long (6 days 4 hours), which tells you how long to keep nurturing before a lead is cold. You can add more than one target to compare several downstream events side by side. ### Upstream paths **Upstream paths** is the most useful part: it shows the routes visitors took before the event fired, so you can see *what led to those conversions*. Each row is a path - the source, then the pages, ending in the event firing - with how many visits took it and its share of the total. - **Granularity** controls how much source detail each step shows - **Source + Medium + Campaign** is the most detailed; you can collapse it to just source. - **View** switches between **Same session** (only the steps inside the one visit where the event fired) and **Full user journey** (the visitor's complete history across every visit, including earlier touchpoints). Full user journey uses the same journey logic as [Buyer journeys and attribution](https://docs.truemetriks.com/features/buyer-journeys-attribution/). For example, the top Lead path above - `(Direct) -> /book -> Lead fired` with 141 visits (57.5%) - tells you most leads come in directly and submit on `/book`, while the rows below show how much each paid source contributes. ## Example: Purchase Every event works the same way, so the same view answers revenue questions too. Open **Purchase** and the Revenue stat is populated, and the upstream paths show exactly which sources and pages led to a sale. This is how you trace revenue back to its origin: if `facebook - cpc - 120213945499580764 -> /checkout/book -> Purchase fired` drives real purchases, you know that campaign is doing the work - not just generating cheap leads. =============================================================================== LINK MAP Use these exact URLs. Anything ending in a # anchor opens on that section or that video. Nothing else is a valid link. Never invent a URL and never guess an anchor. Leads The guide ................................... https://docs.truemetriks.com/dashboard/leads/ The events list ............................. https://docs.truemetriks.com/dashboard/leads/#the-events-list The event detail ............................ https://docs.truemetriks.com/dashboard/leads/#the-event-detail The headline stats .......................... https://docs.truemetriks.com/dashboard/leads/#the-headline-stats Converts to ................................. https://docs.truemetriks.com/dashboard/leads/#converts-to Upstream paths .............................. https://docs.truemetriks.com/dashboard/leads/#upstream-paths Example: Purchase ........................... https://docs.truemetriks.com/dashboard/leads/#example-purchase VIDEO, How the Leads page works in TrueMetriks https://docs.truemetriks.com/dashboard/leads/