Fin for sales gives you full visibility into how conversations turn into qualified leads. From high-level performance metrics to detailed Inbox insights, you can see what’s working and why.
Performance → spot trends
Leads → analyze outcomes
Conversations → validate real conversations
Performance
For a performance overview, head to Fin AI Agent > Sales > Analyze > Performance and review the available metrics:
Conversation volume: Total conversations handled by Fin for sales.
Contact capture rate: Percentage of conversations where Fin captures an email or phone number.
Completion rate: Percentage of conversations where Fin reaches a routing decision.
Qualification funnel: Volumes for each routing category based on your playbook.
Note: Fin for sales metrics are excluded from your Fin for service reporting by default.
Leads
The Leads report shows how Fin qualifies and routes prospects across different outcomes.
Outcome categories: Leads grouped by outcomes like Book sales call, Start trial, Provide education, Existing customer to sales, Disqualified, and Disengaged.
Qualified prospects: Number of leads that met criteria for a specific outcome.
Qualification rate: Percentage of conversations that resulted in that outcome.
Date range filtering: Performance over a selected time period.
Lead details: Individual lead data, including qualification attributes and contact information.
Use the leads report to:
Identify which outcomes are driving the most value.
Spot where leads are dropping off or being disqualified.
Compare performance across time periods.
Export data for reporting or sharing.
Conversations
To see how Fin handled each conversation, navigate to Fin AI Agent > Sales > Analyze > Conversations. Then select an inbox view:
All conversations
Routed
Disqualified
Pending
Escalated
Spam
Understand routing decisions in the Inbox
Every time Fin completes a conversation, it adds a summary note directly in the Inbox.
This note includes:
Routing decision: The final outcome (for example, qualified, disqualified, escalated).
Reason: Why Fin made that decision.
Collected data: Key attributes gathered during the conversation (such as company size, timeline, or contact details).
This helps teammates quickly understand what happened without needing to read the full conversation.
Pro tip: Some teams pass this summary note into external systems like Salesforce so sales reps can immediately pick up with full context.
View qualification data
You’ll also find a dedicated Qualification app within the conversation sidebar:
A clean breakdown of the data Fin has collected.
Structured attributes aligned with your qualification criteria.
The same information shown in your leads reporting.
Note: You may need to pin this app to your Inbox sidebar first.
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