Analytics & dashboards
Analytics
Section titled “Analytics”Organization → Analytics (analytics add-on) covers the whole funnel: card views and exchanges, leads by source and stage, campaign performance, revenue and win rates, which segment converts best, member leaderboards. Each tab filterable by time window, member, and department.
Segments
Section titled “Segments”The Segments tab (analytics add-on, managers and admins) compares your segments over the last 30, 90 or 365 days.
| Column | Means |
|---|---|
| Leads | Leads captured in the period |
| Won | Leads won in the period |
| Win rate | Won out of won plus lost, for the leads captured in the period |
| Won value | Value of the deals won, in your organization’s reporting currency |
| Pipeline | Value of the open deals today |
| First response | Median hours from capture to the first email, task or note by a person |
| Reply rate | Replies to follow-up emails, out of the delivered ones that carried reply tracking. Shows Off while reply tracking is off |
| Booked | Meetings booked within 14 days of a follow-up email |
Each lead counts once, in the first segment it matches in the segment order, and a “Not in a segment” row holds the rest, so the rows add up to the organization. Rows are ranked by win rate once a segment has 20 decided leads (won or lost) in the period; below that it shows its numbers with a note and sorts after the ranked ones.
Follow-up emails keep the segment the lead was in when the email was sent. When that segment has since been deleted, its emails appear in a Former segments row, so the email columns still add up. When a deal is in a currency that cannot be converted to your reporting currency, the money cell says how many deals were left out.
Download the table as CSV.
Configurable dashboards
Section titled “Configurable dashboards”The Dashboards tab lets managers compose custom chart dashboards from the metric catalogue: stat tiles, line/bar trends, stage and source donuts, funnels, and member leaderboards, on a drag-and-drop grid. Up to 5 dashboards of 12 widgets each, shared org-wide; members can view them without any other analytics access.
Set goals at two levels:
- Campaign goals: targets on any campaign metric, tracked live on the campaign.
- Employee goals (advanced user management add-on): monthly, quarterly, or custom-period targets per member (leads captured, deals won, revenue, win rate…), rolled into a per-member scorecard alongside documents and card stats.
Exports & API
Section titled “Exports & API”Anything you see is also reachable programmatically. Dashboards and metric data via the AI assistant, lead data via the REST API.