> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autocampaign.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Analytics reports

> Six workspace-wide reports — Overview, Marketing, Conversations, Revenue, Appointments, and Deliverability — plus AI insights and a CSV export.

## 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](/getting-started/glossary#workspace) for the period you pick.

<Tip>
  **In short:** 1) Pick a period at the top. 2) Start with Overview, then open a detailed report. 3) Export the campaign table as a CSV.
</Tip>

<Info>
  **Time to complete:** \~10 minutes  ·  **Difficulty:** Beginner  ·  Numbers are added up once a day; a few cards are
  marked **Updated nightly**.
</Info>

## Before you start

* You need a [role](/getting-started/glossary#role) that can view analytics —
  **Owner**, **Admin**, **Manager**, or **Viewer** (Agents see the
  [Dashboard](/analytics/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.

## Pick a period

<Steps>
  <Step title="Choose a preset" icon="calendar">
    Open the **Period** selector: **Today**, **Yesterday**, **Last 7 days**,
    **Last 30 days** (default), or **This month**.
  </Step>

  <Step title="Or set a custom range" icon="calendar-range">
    Use the date-range picker next to it. Custom ranges can span up to 3 years.
    Your choice is saved in the page address (URL), so you can bookmark or share
    a view.
  </Step>
</Steps>

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.

## What each report shows

### 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](/getting-started/glossary#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**.

### 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.

### 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.

### 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](/getting-started/glossary#workflow) goal;
* an [opportunity](/crm/opportunities) entering a won stage.

<Note>
  **Estimated send cost** is an estimate based on how many messages you sent.
  For exact charges, see [Wallet & billing](/billing/wallet-billing).
</Note>

### 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**.

<Note>
  Appointments not marked otherwise within 12 hours are assumed attended. You can
  correct any appointment later from [Bookings](/scheduling/bookings).
</Note>

### Deliverability

* **KPIs:** **SMS delivery rate**, **Email delivery rate**, **Opt-out rate**,
  **Spam report rate**, and **Compliance blocked** (texts held back because a
  [sender](/getting-started/glossary#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](/compliance/a2p-10dlc).

## Export campaign performance

<Steps>
  <Step title="Filter the table">
    On **Overview** or **Marketing**, set the period and the **All / Text / Email**
    toggle.
  </Step>

  <Step title="Click Export CSV">
    The file contains **Name, Channel, Status, Created, Sent, Delivered, Replies,
    Clicks, CTR %** for up to 5,000 campaigns in the period, newest first.
  </Step>
</Steps>

<Note>
  Only the campaign performance table exports today. Other cards and tables have
  no download.
</Note>

## 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.

## FAQ

<AccordionGroup>
  <Accordion title="Why don't the Overview and Conversations numbers match my inbox right now?">
    First response time and AI resolution rate are recalculated overnight, so
    today's conversations appear tomorrow.
  </Accordion>

  <Accordion title="Can I filter by campaign or segment?">
    Not across the reports. The campaign tables filter by channel; per-campaign
    detail lives in [Campaign analytics](/analytics/campaign-analytics).
  </Accordion>

  <Accordion title="Why is Business health different from my selected period?">
    It shows where you stand right now and always uses the last 30 days.
  </Accordion>

  <Accordion title="Where does ad spend or attribution show up?">
    Lead sources from ads appear under **Audience sources** and **Revenue by
    source**. Which ad each contact came from is covered in
    [Ad attribution](/analytics/ad-attribution).
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="A card says “Couldn't load these numbers”">
    Click **Retry**. You can refresh a report a limited number of times per
    minute, so wait a moment if you refreshed many times in a row.
  </Accordion>

  <Accordion title="Revenue shows conversions but the Campaigns table is empty">
    Those conversions had no campaign touch in the prior 30 days — they sit in the
    **Not linked to a campaign** row.
  </Accordion>

  <Accordion title="Compliance blocked is climbing">
    Open **Deliverability → Sending numbers — 10DLC** and fix any sender marked
    **Blocked — registration needed**.
  </Accordion>
</AccordionGroup>

<Card title="Build a custom dashboard" icon="table-cells-large" href="/analytics/custom-dashboards">
  Pin the widgets you check daily to your home screen.
</Card>