Track performance with Analytics

Analytics is one long page for the workspace you are in. It has three parts, stacked top to bottom, and one date range at the top that applies to all of them.

• Leads - how many leads were created in the dates you picked, where they came from, and which stage they are in now.
• Marketing sources - which ad, search or poster brought each enquiry in, and how many of those people became leads.
• Workflows - for the workflows your team chose to show here, how many people started them and how many reached the result.

Three clicks, and only the first is needed. The page remembers the dates and pipeline you last used in this workspace, on this browser, so next time it opens where you left it.

The top of the page is three cards. They all count the same leads: created in your dates, in the pipeline you picked.

The same three cards, up close:

• Total leads is the number of leads created in your dates. The grey line on the right says exactly which pipeline and dates it covers. View leads opens the list of them.
• Lead Sources groups those leads by a lead field, usually one called Source. The line under the title names the field it is reading (“by Source”). Leads whose field was saved blank show as Empty.
• Pipeline Stages shows the stage each of those leads is in right now, one bar per stage, in the same order as your pipeline. A stage with no leads still gets a row, so you can see it is empty.

If Lead Sources asks for a field

Lead Sources looks for a lead field called Source. If your workspace has no field with that name, the card asks you to choose one instead. Pick the field your team uses to record where a lead came from. This is saved for the whole workspace, so you only do it once.

Every number on the Leads cards can be opened into the list of leads behind it. Click a source (a slice, or its row in the legend) or a stage bar, and the whole Leads section narrows to just those leads.

• You can have one source and one stage at a time. Together they narrow to leads that match both, for example WhatsApp leads still at Trial booked.
• Click the same slice or bar again, or the × on its chip, to remove it. With two chips showing, Clear all removes both.
• Empty cannot be clicked. To find leads with no source, use a filter on the Leads page instead.
• The chips only narrow the Leads section. Marketing sources and Workflows below are not affected.

Lead Sources shows what somebody typed into a field. Marketing sources shows what actually happened: which Google search, ad, poster or page a person came through before they messaged you. Exabloom records this by itself, so nobody has to fill anything in.

Up close, with real numbers:

• Enquiries is everyone who messaged you from a tracked source in your dates. The line under it splits them into from ads and organic & direct.
• Opened a lead is how many of them then got a lead in the pipeline you picked above. This is the only part of this section that the pipeline picker changes.
• By page starts from the page people landed on (for example /primary-maths) and opens up into what brought them there.
• If your dates end in the last 14 days, a note under the table reminds you that the newest enquiries may still turn into leads. Don’t judge an ad on this week alone.

The last part of the page shows workflows, but only the ones someone chose to put here. It is shared: everyone in the workspace sees the same cards in the same order, which makes it a good page to look at together in a team meeting.

Out of the box, Marketing sources stops at Opened a lead. An admin can tell it which stage means “this worked” (for example Enrolled), and it adds a tile and a column counting how many enquiries from each source got there. Add a number field (for example Fees) and it adds the money too.

With an outcome stage set, the section grows a tile and a column:

• Only admins can change these. Everyone else sees the settings as plain text, or “Ask an admin to set an outcome stage”.
• The outcome stage is saved per pipeline. The value field and currency are saved for the whole workspace.
• If you already set up ad conversion tracking, the picker opens with that stage pre-chosen and marked (from conversion settings). Nothing is saved until you press Save.

Five questions owners ask most, and the clicks that answer them.

• Dates count when a lead was created, not when it moved. An old lead that reached Enrolled today is not in this week’s Leads numbers.
• Pipeline Stages is where leads are now. It is not a count of how many passed through each stage. A lead that went from Trial booked to Enrolled only counts under Enrolled.
• The pipeline picker only changes leads. It changes the Leads cards and the Opened a lead (and outcome) numbers in Marketing sources. Enquiries and Workflows ignore it.
• Chart clicks only narrow the Leads section. Marketing sources and Workflows keep showing everything.
• Dates follow your workspace’s timezone. “Today” starts at midnight where your workspace is set, not where your laptop is.
• An empty page tells you why. It says whether no leads match your chart filters (Clear filters), none fall in your dates (Show last 12 months), or the pipeline has no leads at all yet.
• Settings are remembered per browser. Your dates and pipeline come back next time on this browser only. A colleague opening Analytics starts from their own last choice.