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.
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
