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The Analytics dashboard provides comprehensive insights into your CRM performance through two key perspectives: Contacts and Members.

It allows you to track critical metrics and identify trends that can help optimize your customer relationship management strategies.

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Contacts

The Contacts view presents data from a customer-centric perspective, enabling both individual users and teams to monitor contact growth and interaction patterns across different time periods.

Key Metrics:

• All Contacts: Total number of contacts within the selected time period
• New Contacts: Recently added contacts within the selected time period
• Assigned: Contacts that have been allocated to specific team members within the selected time period
• Contacts by Tabs: Distribution of contacts across different categorization tabs
• Conversations: Communication volume over the last 7-days, broken down by:
  • Initiated by your team
  • Initiated by customers

Members

The Members view offers performance insights for each team member, providing team managers with valuable data to monitor individual contributions and team progress.

Key Metrics:

• All Contacts: Total contacts managed by each team member
• New Contacts: Number of new contacts added by each member in the selected period
• Proactive Rate: Percentage of conversations initiated by the team member
• Reply Rate: Percentage of messages that received a response