Data Analytics with Pirlo-io: Powering Growth for Agencies & Consultants
Agency Data at a Glance: A New Level of Insights with Pirlo Chatbot
Pirlo Chatbot introduces a breakthrough feature with its Agency Data Presentation — enabling consultants to log their daily activities, which are then visualised via a dashboard for easy tracking and analysis.
The tracked metrics are fully customisable. In our sample setup, we included key activities such as prospecting, appointments set, appointments completed, and referrals.
With this data in hand, agencies gain powerful insights into each consultant’s momentum and performance.
It helps leaders identify strengths, bridge gaps within the team, and ultimately drive smarter strategies for individual consultants to boost overall sales and growth.
A sample dashboard showcasing a mockup agency’s March performance, offering a glimpse into how data can be visualised for actionable insights.
Ways to Use and Compare Data Effectively
With these data insights, Agencies can analyse the data to better understand the correlation between activity and sales performance, allowing them to double down on what’s driving results and refine or phase out what isn’t working.
Some examples of insights from the overview:
A significant drop in appointments attended during a certain period — was it due to intensive training, overseas trips, or other distractions? And did this have an impact on sales?
Prospecting numbers have declined, followed by a drop in appointment setting — does the consultant need support in generating new leads through activities like roadshows or cold calls?
A quiet period with few appointments set — could this lead to a sales dip in the coming weeks? Should we consider running a client engagement event or other initiatives to fill the gap?
2) Individually (Numbers & Averages)
Month
Rank
Team
FCs
⭐️ Using Hard Data to Uncover Performance Gaps (Positive)
For example:
This FC has a high appointment setting rate with improving results — do they have any strategies or tips on how they secure appointments effectively?
This FC consistently receives many referrals — what questions do they ask or what approach do they use to encourage referrals?
This FC achieves strong sales despite fewer appointments — what skills or techniques are they using to close bigger cases?
📈 Using Hard Data to Uncover Performance Gaps (Improvement)
Examples include (The term "consultant" can be replaced with "team," as the system also provides statistics at the team level, enabling performance tracking and analysis across different groups) :
A consultant with the highest number of referrals but low sales conversions — is there a gap in follow-up or closing skills?
A consultant attending many appointments but with poor results — could the pitch or appointment approach be fine-tuned?
A consultant with high prospecting activity but few appointments set — is the prospecting method (cold vs. warm) effective, or does it need adjustment?
This data-driven approach enables targeted coaching and smarter interventions to help consultants grow.
There are endless ways to combine and compare data with sales results to uncover meaningful patterns.
Ultimately, it’s all about using data as a strategic tool to make coaching more focused, personalised, and effective — helping both leaders and consultants grow smarter together.
3) Comparisons
Agencies can also leverage the data to run comparisons across different teams or consultants, enabling more meaningful cross-sharing and collaboration. By identifying strengths within the data, leaders can help teams cover blind spots, learn from one another, and grow together.
Additionally, comparing activity trends month-over-month against sales performance allows agencies to pinpoint what’s working — whether at the individual or team level — and double down on effective strategies for even greater results.
