Turn Data into Better Decisions with Analytics

Track performance, analyze key metrics, and make
data-driven decisions to grow your agency.

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Analytics feature preview

Analytics Benefits That Turn Activity Into Better Decisions

See what is working, spot bottlenecks faster, and understand how leads, deals, and team actions translate into actual pipeline performance.

Track Revenue Trends

Monitor closed value, lost value, deal volume, and conversion performance in one place so you always know what the numbers are doing.

Spot Bottlenecks Faster

See where deals slow down, where stages leak, and where follow-up is breaking so you can fix process issues sooner.

Measure Team Performance

Compare activity, responsiveness, and results across users or teams to understand who is moving deals and where support is needed.

Make Better Decisions

Use real-time reporting and deeper deal insights to prioritize changes that improve close rate, speed, and overall pipeline health.

All Your Metrics in One Overview

All Your Metrics in One Overview

Track Value Closed, Value Lost, Average Deal Size, Close Rate, Created Leads, Created Deals, Closed Deals, and Lost Deals instantly.

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Chart & Trend Visualizations

Chart & Trend Visualizations

Switch to chart view to spot trends, patterns, and performance spikes at a glance.

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Filter by Date, Team, or Individual

Filter by Date, Team, or Individual

Drill down into the data you care about, custom date ranges, teams, and specific users.

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Performance Insights for Every Deal

Performance Insights for Every Deal

View the full journey of any finalized deal. See how long it stayed in each stage, read automated insight messages that highlight wins or red flags, and access every detail in one clean timeline.

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Clear Snapshot of Your Pipeline Health

Clear Snapshot of Your Pipeline Health

Get a clear snapshot of your pipeline health with real-time metrics like Close Rate, Avg Time to Close, Avg Value Per Closed Deal, and Sales Velocity. Quickly spot bottlenecks across stages and understand what's moving or getting stuck.

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Compare Team Member Performance

Compare Team Member Performance

Compare team members side-by-side. Track close rates, deal values, responsiveness, and productivity to identify top performers and coaching opportunities. Build a more data-driven, accountable team.

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Frequently Asked Questions

What data does the Analytics Overview show?
You can view Value Closed, Value Lost, Average Deal Size, Close Rate, Created Leads, Created Deals, Closed Deals, and Lost Deals, all in one dashboard.
Can I filter analytics by date or user?
Yes. You can filter results by date range, specific team members, or entire teams for more precise insights.
Does the dashboard include charts and graphs?
Yes. You can switch to chart view to see trends, growth, and performance patterns visually.
What is the Sales Log?
The Sales Log shows detailed timelines of finalized deals, including how long a deal stayed in each stage, along with automated insight messages explaining performance or shortcuts taken.
What kind of insights do I get on each deal?
You’ll see stage duration, skipped steps, deal health signals, and a helpful insight message summarizing what went well or what might need attention.
What does Pipeline Analytics show?
Pipeline Analytics gives you core performance metrics like Close Rate, Average Time to Close, Average Deal Value, and Sales Velocity, plus a breakdown of each pipeline stage visually.
Will this help me identify bottlenecks?
Absolutely. You can see where deals slow down, where drop-offs happen, and which stages need improvement.
What does Team Analytics track?
You can compare team members on deal volume, close rate, revenue contribution, response time, and more—making it easy to spot top performers and coaching opportunities.
Is all the data real-time?
Yes. Every metric, chart, and performance insight updates automatically as new deals, leads, or changes occur.

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