Analytics

Analytics provides insights into your lead generation performance across all channels and campaigns.

Overview

The Analytics dashboard shows:

• Overall performance metrics
• Campaign performance
• Channel effectiveness
• AI agent statistics
• Lead conversion funnel
• Time-based trends

Accessing Analytics

Navigate to Insights → Analytics in the sidebar.

Dashboard Overview

Time Period Selection

Select the analysis period:

• Last 7 days
• Last 30 days
• Last 90 days
• Custom range

Key Metrics Cards

Top-level metrics displayed:

Metric	Description
Total Leads	Leads added in period
Qualified	Leads marked qualified
Conversations	Conversations started
Response Rate	Responses / Outreach

Performance Sections

Lead Funnel

Visual funnel showing:

Leads Added → Contacted → Engaged → Qualified → Won

Stage	Description
Leads Added	New leads in period
Contacted	First outreach sent
Engaged	Responded to outreach
Qualified	Met qualification criteria
Won	Converted to customer

Campaign Performance

Compare campaigns:

Metric	Description
Campaign Name	Campaign identifier
Leads	Leads from campaign
Response Rate	% that responded
Qualified	Leads qualified
Conversion	Qualified / Leads

Channel Breakdown

Performance by channel:

Channel	Metrics Shown
LinkedIn	Connections, responses, qualified
Email	Sent, opened, clicked, replied
WhatsApp	Delivered, read, replied

AI Agent Performance

Agent effectiveness:

Metric	Description
Conversations Handled	Total AI conversations
Resolution Rate	Resolved without escalation
Avg. Messages	Messages per conversation
Escalation Rate	% escalated to human

Charts and Visualizations

Trend Charts

Line charts showing:

• Leads over time
• Conversations over time
• Response rates over time

Distribution Charts

Pie/donut charts showing:

• Leads by source
• Leads by status
• Leads by channel

Performance Bars

Bar charts comparing:

• Campaign performance
• Agent performance
• Team member activity

Filtering Data

By Campaign

Select specific campaigns to analyze.

By Channel

Filter to specific channels:

• LinkedIn only
• Email only
• WhatsApp only

By Agent

Filter by AI agent.

By Team Member

Filter by assignee.

Exporting Reports

Export Options

Format	Best For
CSV	Data analysis in Excel
PDF	Sharing with stakeholders

What's Included

Exports contain:

• Selected metrics
• Time period data
• Filtered results
• Summary statistics

Key Metrics Explained

Response Rate

Response Rate = (Responses / Messages Sent) × 100

Benchmarks:

• LinkedIn: 15-30%
• Email: 5-15%
• WhatsApp: 20-40%

Conversion Rate

Conversion Rate = (Qualified Leads / Total Leads) × 100

Benchmarks:

• Good: >10%
• Average: 5-10%
• Needs work: <5%

AI Resolution Rate

Resolution Rate = (Resolved by AI / Total AI Conversations) × 100

Benchmarks:

• Excellent: >80%
• Good: 60-80%
• Needs improvement: <60%

Using Analytics

Weekly Review

Every week, check:

• [ ] Lead volume trending up?
• [ ] Response rates stable?
• [ ] Conversion rate improving?
• [ ] AI handling well?

Campaign Optimization

Use analytics to:

1. Identify top-performing campaigns
2. Understand what's working
3. Replicate success
4. Pause underperformers

Agent Training

Based on analytics:

1. Find escalation patterns
2. Add knowledge base items
3. Adjust agent behavior
4. Improve resolution rate

Best Practices

Regular Monitoring

• Check dashboard daily
• Deep dive weekly
• Report monthly

Actionable Insights

• Don't just collect data
• Make decisions based on trends
• Test and measure changes

Benchmarking

• Track your own progress
• Compare to industry
• Set improvement goals

Related Features

• Campaigns - Campaign management
• AI Agents - Agent configuration
• Leads - Lead tracking
• Conversations - Communication hub