Swadesh Padhi

Metrics ● ● ● Customer Acquisition ○ Leads ○ Signups ○ Unique Investors ○ New Investors ○ New Investors % ○ Total Investments ○ Zoho Bookings ○ Leads to Meetings % ○ Leads to Signups % ○ Signups to Investors % ○ Leads to Investors % ○ Total Invested Amount ○ Avg Investment per Investor (INR) ○ Avg Investment Amount (INR) ○ Spend ○ CAC ○ ROI Funnel Performance (Mixpanel) ○ Sign up to Investment Days Avg. ○ Signups to PAN Verified ○ Signups to Aadhar Verified ○ Signups to Bank Verified ○ Signups to Purchased ○ PAN Verified to Purchased ○ Aadhar Verified to Purchase ○ Bank Verified to Purchase Retention (Invested after how many months?) ○ Same month ○ Previous month ○ Month 2 ○ Month 3 ○ Month 4 ○ Month 5 ○ Month 6 ○ Month 7 ○ Month 8 ○ Month 9 ○ Month 10 ○ Previous 3 mos ○ Previous 6 mos ● ● ● ● ● ● ○ All Previous months Website ○ Total Visits ○ New visits ○ Returning visits ○ Bounce rate ○ Desktop visits ○ Mobile visits ○ Avg Visit duration ○ Avg time on page ○ Total chats ○ Missed chats ○ Conversions ○ Conversion rate Google Ads ○ Impressions ○ Cost (INR) ○ Ad Conversions ○ Optimization Score ○ ROI (per ₹ spent) Facebook Ads ○ Reach ○ Impressions ○ Amount spent (INR) ○ Visits ○ Conversions ○ Conversion Rate ○ Investment Raised ○ ROI (per ₹ spent) Youtube Ads ○ Number of Ads live ○ Ad spend ○ Impressions ○ Engagement Email Campaigns ○ Total Contacts ○ Emails sent ○ Open rate ○ Click rate ○ Bounce rate ○ Unsubscribe rate ○ Replies Nurturing Emails ○ Emails sent ● ● ● ● ● ● ● ○ Open rate ○ Click rate ○ Conversions ○ Bounce rate Transactional Emails ○ Emails sent ○ Open rate ○ Click rate ○ Conversions ○ Bounce rate Social Media (North Star) ○ Total Followers Social Media - FB ○ Total Page Likes ○ Total Posts ○ Total Engagement ○ Page Clicks ○ Organic Likes ○ Paid Likes ○ Organic Reach ○ Paid Reach ○ Messages Social Media - Twitter ○ Posts ○ Total Followers Social Media - LinkedIn (separately for Company page and Founder’s profile) ○ Total Followers ○ Total Posts ○ Total Engagement Social Media - Insta ○ Total Followers ○ Total Posts ○ Total Engagement ○ Reach ○ Total Reels ○ Reels Engagement ○ Total Stories ○ Stories Engagement ○ Clicks Social Media - YouTube ○ Views ○ Watch time (hrs) ○ New Subscribers ○ Paid Traffic ● ● ● Google My Business ○ Reviews ○ Avg Rating (out of 5) ○ Questions ○ Search Impression ○ Website Clicks ○ Direction Clicks ○ Call Clicks Referrals ○ User Referrals ○ Total User Referred Investments ○ User Referral Conversions Share ○ User Referral Revenue Share SEO ○ Total Impressions ○ Total Clicks ○ Organic Traffic Share ○ Avg CTR ○ Avg Position ○ Desktop Impressions % ○ Mobile Impressions % ○ Desktop Click rate ○ Mobile Click Rate ○ Indexed Pages ○ Unindexed Pages ○ Page Experience Mobile ○ Page Experience Desktop Metrics Review ○ ○ ○ ○ ○ Change (in %) Benchmark Monthly average Overall Last 6 mos Overall All Time Conversions by Channel ● Channels ○ Direct ○ FB Ads ○ Google Paid ● ○ Influencer ○ Nurturing Emails ○ Online Events ○ Quora Ads ○ Third Party Ads ○ PR Metrics ○ Number of Investments ○ Investors Share % ○ Spend ○ Referrals ■ User Referrals ■ User Referral Conversions Share Spend Report ● ● ● Spend by Channels (monthly) ○ Google Ads ○ FB Ads ○ Quora Ads ○ Third party Ads ○ PR Spend by Tools (monthly) ○ Mixpanel ○ Zoho MA ○ Brevo ○ Zepto ○ SEMRush ○ Canva ○ Zoho Social Total Spend Google Ads Report ● ● By Campaign Type ○ Video ○ Search ○ Discovery ○ Display Metrics ○ Avg CPV (Cost per View) ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ ○ Avg CPM (Cost per 1000 Impressions) Impressions Interactions Interaction rate Avg cost Cost Budget share Interactions share Investments Revenue Revenue share ROI