Understanding Analytics and Reports

The Analytics dashboard gives you deep insights into your sales performance across four key areas.

Email Analytics

• Send Rate: Emails sent over time
• Open Rate: Percentage of emails opened (industry avg: 20-25%)
• Click Rate: Percentage of links clicked (industry avg: 2-5%)
• Bounce Rate: Undeliverable emails (keep below 2%)
• Recent Events: Timeline of opens, clicks, and bounces

Pipeline Analytics

• Funnel Chart: Visual conversion through pipeline stages
• Deal Status: Breakdown of open, won, and lost deals
• Win Rate: Percentage of deals closed successfully
• Average Cycle Time: Days from prospect to close

Lead Analytics

• Source Breakdown: Where your leads come from
• Leads Over Time: Growth trends
• Conversion by Source: Which sources produce the best leads

Team Analytics

• Rep Performance: Leads assigned, emails sent, deals closed per rep
• Leaderboard: Top performers ranked by key metrics
• Activity Log: Recent actions by team members

Tips for Using Analytics

• Check email analytics weekly to optimize subject lines
• Monitor pipeline conversion to identify bottlenecks
• Compare lead sources to focus on the highest-ROI channels
• Use team analytics for coaching and performance reviews