Using Calendly

Using Calendly

Calendly Analytics: Easy insights to grow your business

READ TIME: 4 MINUTES

Julia Farina

Julia Farina
Sep. 29, 2022

Calendly Analytics - blog - hero

Downloading data into a spreadsheet is simple. Interpreting that data, and making good business decisions based on that data — now that’s the hard part. 

At Calendly, we believe it’s our job to do the legwork. That’s why we’re excited to announce Calendly Analytics.

 

Calendly Analytics helps you make better scheduling decisions — faster 

When other scheduling platforms say they offer reporting, they’re really just exporting data. It falls on you to make sense of it, using complicated tools to build time-consuming reports.

Known for our user-friendly approach, Calendly now brings that same easy experience to your data. 

Discover actionable insights with Calendly Analytics’ intuitive dashboard, including popular meeting days, top performers, and in-demand meeting types. No spreadsheets or mental gymnastics required. 

Are you an owner or admin on a Calendly Professional, Teams, or Enterprise plan? If so, view your Calendly Analytics now!

Intuitive dashboard

At a glance, you can see user activity and meeting trends, and filter by time period, individuals, teams, or groups. You can hit your goals faster by using these analytics to improve your team’s scheduling strategy: 

  • Account activity: Number of meetings created, completed, rescheduled, and canceled

  • Meeting trends: Most frequently booked Event Types, preferred meeting lengths, and popular days for booked and completed meetings

  • User data: Top-performing teams, groups, and individual users

You can personalize the dashboard to focus on the most relevant metrics for your specific team. When deeper analysis is required, you still have the option to do a traditional data export.

Gif of Calendly Analytics' dashboard customization in action
The dashboard includes popular meeting days, top performers, in-demand meeting types, and more. With a few clicks, you can customize your dashboard to focus on what’s most important to you.

Act on new insights to hit your goals

With deeper knowledge of scheduling activity and trends, you can create schedules that deliver stronger results for all types of teams, especially Sales, Marketing, and Customer Success. Calendly Analytics provides the tools you need to: 

  • Easily understand how scheduling is impacting your business

  • Demonstrate the impact of proposed scheduling changes

  • Get crucial buy-in from leaders and stakeholders

Below you’ll find some use cases that show how Calendly Analytics can help you hone best practices, plan for evolving capacity, and more. 

Hone best practices

The Calendly Analytics leaderboard highlights which team members book the most meetings. By identifying those top performers’ meeting strategies, you can map out your company’s best practices for successful bookings. Share those best practices with the entire team to improve everyone’s performance. 

For example, Sales teams can see how many meetings were created, completed, or canceled during the sales quarter. This information helps you identify the times that prospects and customers prefer to meet, and adjust team schedules accordingly.

Or, you might learn that 15-minute demo meetings are booked more often than 30-minute demos, and do an A/B experiment to see if offering more 15-minute demos leads to more closed deals.

Calendly Analytics - graph of completed events
Calendly Analytics lets you filter by individuals, groups, or teams, and compare completed events over a specified time period.

Plan for evolving capacity 

Plan day-to-day team scheduling availability (and PTO!) based on customer or candidate meeting trends. Using Calendly Analytics to forecast ensures your team’s available when meeting volumes are expected to increase. 

For instance, Sales might realize that Wednesdays and Thursdays are the busiest days for demo requests, so Marketing might launch a campaign to try to drum up more demo requests on slower days.

Calendly Analytics - graph showing popular days of the week for scheduling meetings
At a glance you’ll know what days and times your prospects prefer to meet. This can inform your staffing, campaign timing, and other business decisions.

Or you might find that a Customer Success troubleshooting Event Type is so popular on Mondays that you currently can’t accommodate all those meeting requests. Then you can solve for it by scheduling more CS staff on Mondays, or turning Mondays into a “no internal meetings” day.

Identifying those ideal meeting times, and increasing your team’s availability during those time periods, will maximize your meetings booked. And the more meetings you book, the more likely you’ll hit your quarterly goals. 

Celebrate wins and uncover training opportunities

The Calendly Analytics leaderboard creates a culture-building opportunity: Celebrate those wins so your team feels appreciated and motivated. For example, you could reward your sales rep who hosts the most demos each month. 

The dashboard also monitors Calendly adoption and use so you can uncover needs for additional team training, or follow up with individual users to make sure they received their onboarding details

Strategize with analysis, not intuition

Don’t just guess. Know. 

With Calendly Analytics, it’s clear which scheduling tactics are working, and which changes you can make to help your team hit their targets.

Calendly Analytics is available for admins and owners on Calendly’s Professional, Teams, and Enterprise plans. Try it now to start making better scheduling decisions for your organization. 

Get started with Calendly

Ready to make your scheduling process more efficient?

Julia Farina

Julia Farina

Julia is a Senior Product Marketing Manager at Calendly.

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