Analytics & Optimization

Know Exactly What Books Calls, & What Closes Revenue.

ClientForce Turns Every Send, Click, Call, Proposal View, And
Booking Into Actionable Insight. See Which Steps, Channels,
Playbooks, Industries, And Messages Move The Needle—
Then Optimize With One Click.

★★★★★ 2,000+ USERS

What You Get (At A Glance)

Clarity: Goal-aware dashboards for demos, trial conversions, high-ticket closes.

Attribution: See revenue and meetings attributed to specific steps, channels, and playbooks.

Actionability: Auto-promote winning variants, pause underperformers, fix deliverability in seconds.

Dashboards & Modules
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New ForceAgent 1

Agent Name

New Force Agent

Avatar

Upload AvatarUse Default

Campaign Name

Typing...

Primary Goal

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Audience Description

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Owner

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Campaign Overview (Goal-Aware)

KPIs By Goal: Open → Reply → Positive → Meetings → Wins → Revenue

Funnel View Per Campaign/Agent With Conversion Deltas Vs Last Period

Lead Velocity (Time-To-First-Touch, Touches-To-Meeting)

"Next Best Actions" (1-Click Optimizations)

Promote Winning
Subject Lines To 100%
Of Sends

Pause/Replace
Underperforming Steps
Or Angles

Rebalance Channels
(Increase Voice After Warm-
Up, Add WhatsApp Nudge)

Repair Deliverability (Rotate
Domains, Throttle, Verify)

Clone Top-Performing
Campaigns To New
Segments

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Subject Variant B lifted opens +14% for SaaS CTOs → Auto-promoted

Maria Lopez

Maria Lopez

Owner, High-Growth Roofing & Home Services

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Voice after Step 3 increased meetings +22% in Local Services

Chris Turner

Chris Turner

Founder, Turner Digital Marketing Agency

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Proof-first email outperformed benefits-first +11% in Healthcare cohort

Dr. Elaine Morris

Dr. Elaine Morris

B2B Sales Consultant & Author

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New domain warmed up — complaints dropped 38% in first week

Dr. Elaine Morris

Dr. Elaine Morris

B2B Sales Consultant & Author

KPIs Tracked

Open rate • Click rate • Reply rate • Positive reply rate • Meetings booked • Proposal views/time-on-page • Win rate • Revenue influenced • Time-to- first-touch • Touches-to-meeting • Bounce/spam • Sender & number reputation

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Integrations
Exports & Integrations

CSV/JSON exports • Webhooks • Zapier/Make • CRM sync(meetings, revenue, outcomes) • BI-friendly schema

Frequently Asked
Questions

Yes—meetings and revenue are attributed to steps, channels, and playbooks.

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