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Lead success score (LSS)

Updated over 3 weeks ago

The Lead Success Score (LSS) is the percentage of leads that resulted in a successful outcome. It measures conversion effectiveness by comparing successful leads against total leads. Sessions where no lead was generated (Is Lead = false) and test sessions are excluded from the calculation.

LSS is calculated per customer and displayed on the Organizations page as "Lead Success Score."

LSS formula

Lead Success Score = (Lead Successes ÷ Total Leads) × 100%

Where: Total Leads = Lead Successes + Lead Failures

What counts as a "Lead Success"

A lead session is considered successful when the Agent Success code is Yes-A or Yes-B (see Agent success classification and assessment). A lead session is considered failed when the Agent Success code is No.

If a human assessor has reviewed the session and set a Human Assessment value, that value takes priority over the auto assessment. Otherwise, the auto assessment is used.

In other words:

  • If Human Assessment exists → success = Human Assessment is Yes-A or Yes-B

  • If Human Assessment does not exist → success = Auto Assessment is Yes-A or Yes-B

LSS example

Call Number

Auto Assessment

Human Assessment

Is Lead

Outcome

1

Yes-A

No

Excluded (not a lead)

2

Yes-A

Yes

Lead success

3

No

No

Excluded (not a lead)

4

Yes-B

Yes

Lead success

5

Yes-A

No

Yes

Lead failed (human override)

6

No

Yes

Lead failed

7

No

No

Excluded (not a lead)

  • Total calls: 7

  • Leads: 4 (calls 2, 4, 5, 6)

  • Lead successes: 2 (calls 2, 4)

  • Lead failures: 2 (call 5 overridden to No by human; call 6 auto-assessed as No)

  • Not a lead: 3 (excluded)

Lead Success Score = (2 ÷ 4) × 100% = 50%

Impact of assessments

Lead outcomes are initially determined by the auto assessment system. If a human assessor reviews a session and sets a Human Assessment value, that value replaces the auto assessment for the purpose of this calculation.

For example, if a lead was auto-assessed as Yes-A but a human reviewer determines it should be No, the Lead Success Score will decrease accordingly once the override is applied. The reverse is also true — overriding a No to Yes-A or Yes-B will increase the score.

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