Reveal Insights from In-Person and Virtual Interactions

Engageware Reporting and Analytics is a complete analytics system that helps your business use online appointment scheduling for maximum effectiveness in acquiring and retaining customers.

Gain valuable insights to help you and your team optimize your marketing spending, plan resources, achieve positive experiences for your customers, and profitable outcomes for your business.

Analyze appointment and event effectiveness

Understand customer demand for specific appointment types during specified timeframes, assess how effectively they were executed, and track key performance indicators on an ongoing basis. View company wide data or zero in on walk-in vs. pre-scheduled appointments, specific locations, products, employees, or time frames to learn what is working well and identify possible improvement needs.

Deeper insights with Peer Analytics

Engageware Peer Analytics allows your financial institution to gain insight into how your appointment scheduling performance stacks up against other banks and credit unions. With Peer Analytics, U.S. banks and credit unions can easily compare their appointment volume to similar sized financial institutions to gain greater insight into their relative performance.

  • View the appointment rates of your institution compared to Financial Institutions of similar size
  • Gain insight into benchmarking data to identify gaps and areas of opportunity to increase your institution’s usage of appointment scheduling
  • Ensure you are optimizing your appointment scheduling solution and realizing your full appointment scheduling potential

Tie marketing spending to revenue

Identify conversion to sale down to the individual customer, the channel they used, and the outcome. Pinpoint marketing campaigns, channels, and other factors that most effectively influence the sale and maximize share of wallet. These insights help businesses develop strategies for increasing conversions and accelerating the sales cycle.

Watch a 3-minute demo of Enterprise Appointment Scheduling and learn why leading FIs and retailers choose Engageware.

Watch Now

Align scheduling with customer demand and improve employee efficiency

Identify trends with customer scheduling preferences, including preferred days and times and desired appointment lead time, and ensure that locations are staffed to meet expected customer demand. Assess how effectively specific locations and resources fulfill appointments, so best practices are shared and performance issues are corrected.

Learn More >

Engageware Analytics Feature Highlights

Dynamic Report Generation
Highly adaptable dashboards can render an infinite number of reports and visualizations based on user configurations, data filters, and drill-down interactions
Role-Based Management and Reporting
Ensure that only the appropriate data sets are available to each user with role based access to reports.
Appointment Analytics
In-depth analysis of appointment and event data provides insights into volume, breakdown by key attributes, and fulfillment performance
Marketing Analytics
Detailed insights into the volume, performance, revenue and outcomes of appointments generated by specific channels and programs enable smarter use of marketing resources
Resource Analytics
Granular information about appointment execution helps operations teams improve service quality, use resources more effectively, and identify issues and best practices
Data Export
Flexible data export capabilities allow users to select relevant report data and make it available for offline analysis using external tools