AI Lead Scoring & Analytics
Score every form submission with AI-powered lead scoring and monitor submission trends, duplicates, and peak hours with the built-in analytics dashboard.
Overview
SheetLink's AI Lead Scoring add-on uses an Ultravox LLM to evaluate every form submission and assign a score from 0 to 100, categorising leads as Hot, Warm, or Cold. Scores and reasoning are written directly into your Google Sheet as extra columns.
The Enhanced Analytics add-on adds a real-time dashboard inside WordPress: 30-day submission trends, week-over-week comparison, duplicate detection, peak-hours heatmap, and top forms by volume.
Requires
Both features require an active Pro or Agency license and a valid API token configured in SheetLink > Analytics.
Setting Up AI Lead Scoring
Enable AI Lead Scoring
- Go to SheetLink > Analytics in your WordPress admin.
- Enter your API token in the Lead Scoring section and click Save.
- Every new form submission is now automatically scored by the AI model.
- Three new columns appear in your Google Sheet: Score, Category, and Reasoning.
Note: Scoring happens asynchronously and does not slow down form submission. Results typically appear within a few seconds.
Understanding Scores
The AI evaluates multiple signals in each submission and returns a numeric score plus a human-readable category:
- 70–100 = Hot — High purchase intent. The lead is ready to buy or requesting a demo/quote.
- 40–69 = Warm — Genuine interest. Asking questions, comparing options, or downloading resources.
- 0–39 = Cold — Low intent. Generic inquiry, spam-like content, or free-email-only submissions.
Signals the AI evaluates include: field content, email domain (business vs. free), message intent, and company name presence.
Analytics Dashboard
View Your Analytics
Navigate to SheetLink > Analytics to see the dashboard. Key widgets include:
- Total submissions (30 days) — rolling count with trend indicator.
- This week vs. last week — percentage change comparison.
- Duplicate submissions flagged — count of detected duplicates.
- Peak hours heatmap — visualises which hours receive the most submissions.
- Top forms by volume — ranked table of your busiest forms.
Duplicate Detection
The analytics engine detects duplicate submissions by matching email addresses within a configurable time window (default: 24 hours).
- Duplicates are flagged in the analytics table with a "Duplicate" badge.
- Adjust the detection window in SheetLink > Analytics > Duplicate Window.
- Duplicates are still delivered to your Sheet — they are flagged, not blocked.
Tip: Use conditional formatting in your Google Sheet to highlight duplicate rows automatically. See the formulas section below.
Google Sheets Formulas for Scores
Use these formulas in your Google Sheet to work with AI scores:
- Conditional formatting: Select the Score column, apply Format > Conditional formatting with rules for ≥70 (green), ≥40 (yellow), and <40 (red).
- Filter hot leads only:
=FILTER(A2:Z, D2:D>=70)(where column D is Score). - Category breakdown:
=COUNTIF(E2:E, "Hot"),=COUNTIF(E2:E, "Warm"),=COUNTIF(E2:E, "Cold")(where column E is Category).
For more Google Sheets tips, see the Google Sheets Setup guide.
Ready to Get Started?
Install SheetLink Forms and connect your first form in under 10 minutes.