Analytics overview
Analytics shows conversion and performance metrics across your sales funnel. Open Analytics from the sidebar.
Finding a report
Section titled “Finding a report”The page is organized around report groups — start from the business question, then open the detailed report:
- Pipeline — funnel detail, lifecycle movement, and lead scoring.
- Revenue — revenue performance, attribution, and ROI.
- Channels — channel, marketing, WhatsApp, and re-engagement performance.
- Quality & Team — conversations, AI performance, surveys, knowledge gaps, operators, and review queues.
The tabs along the top — Overview, Pipeline, Revenue, Channels, Quality & Team — jump between these areas.
Revenue, Funnel, ROI, and AI Cost reports also provide server-side export actions, so operators can download CSV or PDF versions of those reports without rebuilding the data client-side.
Ask AI
Section titled “Ask AI”Use Ask AI to ask questions about your leads and pipeline in plain language (e.g. “Which channel converts best?”), and adjust the Date range to re-scope every metric on the page.