Track performance with Analytics

Open Analytics from the sidebar. You land on the Analytics Dashboard — “track your lead sources and pipeline progress.” It’s one screen, read top to bottom: a control strip up top, three AI headline cards, then two charts side by side.

The four blocks you’ll work with:

• The control strip — pick a pipeline and a date range; a Total Leads card sits beside the dates.
• Three headline cards — Leads processed by AI, AI Follow-ups Sent, and Sales Closed After AI Follow Up.
• Lead Sources — a donut of where your leads came from.
• Pipeline Stages — a bar chart of how many leads sit in each stage.

Two controls drive most of the page. The pipeline dropdown chooses which part of your business you’re looking at, and the Start date and End date pickers set the window. Change either and the page reloads to match.

A lead falls inside your window by when it was created — not when it last moved. So “this week” means leads created this week, counted against the pipeline you picked. The Total Leads card reflects exactly that selection.

Three cards sit across the top, all about how your AI agent is moving leads:

• Leads processed by AI — how many leads the AI agent picked up and worked.
• AI Follow-ups Sent — automated win-back nudges the AI fired so leads didn’t go cold.
• Sales Closed After AI Follow Up — leads that reached your “closed” stage. The bottom line.

The labels are friendly; the plumbing underneath is precise. Knowing exactly what each card counts saves you from misreading it.

Lead Sources (“distribution of leads by channel”) is a donut showing which channel brought in each lead. It reads from each lead’s Source field, so it’s only as good as how that field is filled in.

Hover any slice for a tooltip with the count and its % of total. Leads with no Source filled in are grouped as Empty — a big Empty slice is your cue to start tagging sources on the way in.

Pipeline Stages (“number of leads in each stage”) is a horizontal bar chart of how your selected pipeline’s leads are distributed across its stages — so you can spot where leads pile up or quietly fall out.

Unlike the headline cards, this chart respects your pipeline and date pickers — it only counts leads created in the window, in the pipeline you chose. A wide top stage narrowing sharply toward “closed” is a normal funnel; a stage that’s unexpectedly empty often means leads are skipping it.

Both charts say Click to filter for a reason. Click a source slice or a stage bar and that value becomes an active filter — the page narrows to just those leads, and a chip appears under Active Filters.

You can hold one source and one stage at a time — they combine, so the view shows leads matching both. Remove a chip with its ✕, or hit Clear all filters to reset. The Active Filters bar stays hidden until something is actually filtering, so an empty page means you’re seeing everything.

A few quick ways to turn the dashboard into an answer. Adapt to your own pipeline and stage names.

• The dates count creation, not activity. A lead lands in the window by when it was created — an old lead that moved stages today won’t suddenly appear in this week’s numbers.
• Headline cards ignore pipeline & filters. The three AI cards key off the date range only. Total Leads and both charts respect the pipeline and click-filters; the cards don’t.
• Stage names drive two of the cards. “Processing by AI” and “Sales closed” must exist as stage names or those cards read 0. Keep your stage naming consistent.
• Fill in Source to kill the Empty slice. Lead Sources is only as honest as the Source field. A large Empty slice means leads are arriving untagged.
• One source + one stage at a time. Click-to-filter holds a single source and a single stage; they combine. Use Clear all filters to start over.
• Recent activity can lag a moment. The headline numbers come from snapshots refreshed on a schedule, so the very latest close or follow-up may not show instantly.