five reports you aren't running & why you should start today - state bar of texas

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Five Analytics Reports You’re Not Running and Why You Should Haley Odom Ackerman Odom Ackerman Consulting [email protected]

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State Bar of Texas Annual Convention - Ignite Presentation

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Page 1: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Five Analytics Reports You’re Not Running and Why You Should Haley Odom AckermanOdom Ackerman [email protected]

Page 2: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Data is Everywhere

Page 3: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas
Page 4: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Your Database

Page 5: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Your Database

Blank Fields

Duplicates

Page 6: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Your Database

Open To-Do’s

Case Dates

Page 7: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Your Staff

Page 8: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Your Staff

๏ Who Completes Work

๏ How Long Does it Take

Page 9: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Your Staff

๏ Who updates the database most/least often?

๏ Why does this matter?

Page 10: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Your Expenses & Your Cases

Page 11: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Your Expenses & Your Cases

๏ Case: Initial Valuation

๏ Periodic checkpoints on Expenditures

Page 12: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Your Expenses & Your Cases

๏ Case: Initial Valuation

๏ Is value going up or down as expenses go up?

๏ Periodic checkpoints

๏ What’s the baseline spend for your cases?

Page 13: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Your Website

Page 14: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Landing Pages v. Exit Pages

๏ Where do your visitors enter your site?

๏ Where do they leave?

๏ What does this tell me?

Page 15: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Your Website: Behavior Flows

Page 16: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Your Networking

Page 17: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Your Networking

๏ Lunches

๏ Speeches

๏ CLEs

๏ Coffees

๏ Phone Calls

๏ Follow-Up Emails

๏ Are you tracking it at all?

Page 18: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Your Networking

๏ Why track small activities?

Page 19: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Analytics = Action

Page 20: Five Reports You Aren't Running & Why You Should Start Today - State Bar of Texas

Haley Odom AckermanOdom Ackerman [email protected]