Dashboard · Insights
ROI Insights
Return on investment from your Meeton agent, priced from your own inputs. The page takes the meetings Meeton booked, multiplies them by what a meeting is worth to you, and sets that against what you pay. Hidden for a customer-support agent.
Period
Pick Last 7, 30, 60 or 90 days, Month to date, Previous month, Quarter to date, Previous quarter, or a custom start and end. Every KPI is compared with the period of the same length before it (vs last period), and the bar at the top says which two periods are being compared. Print prints the page.
The scorecard
Primary outcome KPIs
Supporting KPIs
ACV, annual contract value, and close rate are the two inputs every SaaS pipeline model uses; IS is inside sales, the team that qualifies and books before a field rep takes over. The page uses the field's own names so the numbers can be dropped into a finance review as they are.
Sections
Contact counts open a drill-down list of the contacts captured in the period.
Troubleshooting
| Symptom | Likely cause | What to do |
|---|---|---|
| Pipeline value and ROI are zero | ACV, close rate or monthly cost not entered | Fill the three inputs on their cards; they are remembered for the workspace. |
| No prior data under a KPI | The comparison period precedes the workspace | Expected for a new workspace; it fills in after one full period. |
| Time to meeting says Coming soon | No Meeton-assisted contact has booked a meeting in the period yet | Widen the period. |
| Meetings booked is lower than the calendar shows | Meetings cancelled, or booked by contacts later disqualified, or outside the period | Compare with the Meetings list in Sales Insights, which shows each meeting and its outcome. |
Frequently asked questions
Are won deals used anywhere on this page?
Pipeline value here is an estimate from ACV and close rate, not from actual deals. Actual deal outcomes from your CRM, or added by hand on a contact, feed the Sales Insights leaderboard and the contact's Customer status.
Can I set the currency?
The inputs on this page are labelled in yen. The default deal currency used for Pipeline influenced in Sales Insights is a separate setting, reachable from that KPI.
Who sees the hourly rate?
It comes from your salary setting and appears only on this page, under the time-saved card.