Analytics reports

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Overview

The Analytics group under Insights in the sidebar holds six reports, each on its own page: Overview (/analytics/overview), Marketing (/analytics/marketing), Conversations (/analytics/conversations), Revenue (/analytics/revenue), Appointments (/analytics/appointments), and Deliverability (/analytics/deliverability). Every report covers the whole workspace for the period you pick.

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Before you start

• You need a role that can view analytics — Owner, Admin, Manager, or Viewer (Agents see the Dashboard but not these reports).
• Dates follow your workspace timezone. Use /analytics/overview for the headline numbers, then open one of the detailed reports when something looks off.

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Pick a period

KPI cards (your headline numbers) show the change vs previous period — a stretch of the same length that ends where yours starts. Charts and tables show the current period only.

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What each report shows

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Overview

• KPI cards: New Leads, Audience Growth (new contacts minus opt-outs), Messages Sent (with the share delivered), Appointments Booked, Conversions (with total value), New Customers, First Response Time, and AI Resolution Rate (the share of conversations an AI Employee finished without a person).
• Business health: a 0–100 score and band (Excellent, Good, Needs attention, At risk). It is built from six parts, each with its own weight: Message delivery, Replies and clicks, Audience growth, Response speed, AI usage, and Setup progress. Weak parts get a fix-it link (for example, to Channels or the setup checklist). This card always covers the last 30 days, whatever period you selected.
• AI business coach: a short write-up plus recommendations, generated each night for the previous day from your own numbers. New workspaces see Your coach is warming up — check back tomorrow.
• Lifecycle funnel: contacts added in the period, grouped by the furthest step they reached — New leads → Engaged → Appointment booked → Customer.
• Channel performance: Delivered, Replies, and Clicks for Text messages and Email (email adds Opens).
• Campaign performance: a sortable table with an All / Text / Email toggle, 20 rows per page, and Export CSV. Columns are Name, Channel, Status, Sent, Delivered, Replies, Clicks, CTR % (the share of recipients who clicked), and Created.

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Marketing

Messages Sent, Replies, Link Clicks, and Audience Growth KPIs; a daily Messages, replies & clicks trend; and the same campaign performance table as Overview. Audience sources shows where contacts came from — Text-to-Join, Signup Form, Lead Form, Google Ads, Meta Ads, CSV Import, Added manually, and conversation sources.

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Conversations

Conversations Started, Conversations Closed, First Response Time, and AI Resolution Rate (the last two are Updated nightly). Below them: a Replies received trend; AI vs. your team (closed conversations Handled by AI vs Handed to your team); and Busiest times of day — incoming messages by hour in your workspace timezone.

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Revenue

• KPIs: Conversions, Revenue (split into From bookings, Marked won, and Workflow goals), Estimated send cost, ROI (what you earned compared with what you spent), and Cost per conversion. ROI shows — when a campaign has no recorded send cost.
• Revenue by source: Leads, Conversions, and Revenue for each place your contacts came from.
• Campaigns: Sends, Est. cost, Conversions, Revenue, Cost / conversion, and ROI per campaign, 10 per page, plus a Not linked to a campaign row. Credit goes to the last campaign that reached the contact in the 30 days before they converted.

A conversion is counted in four ways:

• a completed appointment with a service value;
• Mark as won on a contact (enter an optional Sale amount and click Record win);
• a workflow goal;
• an opportunity entering a won stage.

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Appointments

Booked, Completed, Show rate, No-show rate, and Cancellation rate; a Bookings, completions & no-shows trend; and three breakdown tables — Meeting types, Booking sources, and Hosts. Booking sources are Booked by AI, Booking page, UTM campaigns (tracking codes added to a link), and Other. Each table shows Booked, Completed, No-show, and Show rate.

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Deliverability

• KPIs: SMS delivery rate, Email delivery rate, Opt-out rate, Spam report rate, and Compliance blocked (texts held back because a sender wasn’t registered).
• SMS failures: undelivered texts by Reason, with the error code from your provider, Count, and % of sent.
• Email funnel: Processed → Delivered → Deferred → Bounced → Blocked → Dropped → Spam reports → Unsubscribes. Next to it, a Bounce breakdown (permanent vs temporary failures) and a Not receiving email list (addresses we’ve stopped sending to).
• Opt-outs: daily trend, By channel, and Top keywords.
• Sending numbers — 10DLC: each SMS sender’s Brand and Registration status. The status label reads Approved to send, Registration in progress, or Blocked — registration needed, with a Fix registration in settings link. See A2P 10DLC.

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Export campaign performance

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Get the weekly digest email

Every Monday, members with analytics access receive an email summarizing the previous week (subject: Your week at <workspace>: N new leads, N bookings). It carries the same AI-written recommendations. Each email has a one-click unsubscribe link in the footer.

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FAQ

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Troubleshooting