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Last updated: -

Overall Metrics

Payment counts based on actual TaxBuddy invoices | DIY/Assisted split estimated from conversation patterns | Conversion rates exclude users from last 30 minutes

Total Payments (TaxBuddy Invoices)

-

Total Summaries

-

Overall Conversion

-%

Avg Time to Summary

- min

Assisted Plans

Payments (Invoices) -
Summaries Sent -
Conversion Rate -%

DIY Plans

Payments (Invoices) -
Summaries Sent -
Conversion Rate -%

Payment to Summary Funnel - Combined View

Payment Received

-

100%

Invoice Data

Add Client

-

-%

Prefill OTP

-

-%

Summary Sent

-

-%

Assisted Plans Funnel

Payment Received -
→ Add Client - (-%)
→ Prefill - (-%)
→ Summary Sent - (-%)

DIY Plans Funnel

Payment Received -
→ Add Client - (-%)
→ Prefill - (-%)
→ Summary Sent - (-%)

Drop-off Reasons

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DIY Plans Users Progress

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