Analytics Dashboard
The Analytics page gives your organization a single view of outbound performance: lead volume, email engagement, call activity, pipeline value, and AI/API spend for the current month.
Use it for weekly pipeline reviews, campaign retrospectives, and spotting trends in reply rates or connect rates.
What you’ll see
Analytics is organized into sections:
Overview stats
Four headline cards at the top:
- Total Leads — All leads in the org, with count added this month
- Emails Sent — Total sent emails with open rate and reply rate percentages
- Calls Made — Total calls with completed count and total talk minutes
- Pipeline Value — Sum of deal values across open stages, plus won value
Email engagement
Deeper email metrics from Resend webhook events:
- Emails sent, opened, clicked, replied, bounced
- Open rate and reply rate (calculated from sent volume)
- Bounce count for deliverability monitoring
High bounce rates may indicate list quality issues or DNS/DKIM problems — check your Resend configuration.
Call activity
From the built-in dialer:
- Total calls and completed calls
- Total talk time in minutes
- Connect rate (completed vs attempted)
Pair with Dialer docs if connect rate is low — often a list or timing issue.
Pipeline breakdown
Leads grouped by sales stage with:
- Count per stage
- Deal value per stage
- Visual bar showing stage distribution
Use this to find bottlenecks (e.g. too many leads stuck in Contacted vs Engaged).
Operations
Workspace health indicators:
- Pending drafts — Outreach awaiting approval
- Active cadences — Leads currently enrolled in multi-step sequences
Clear pending drafts to unblock cadences and keep outbound moving.
API usage (month to date)
Estimated spend by service for the current calendar month:
- Anthropic (Claude)
- Serper (web search)
- Redrob (sourcing)
- Other integrated services
Costs come from logged api_usage rows. Admins use this to monitor burn rate against plan limits.
Who uses it?
- Sales reps — Check personal context via lead counts and engagement; compare week over week.
- Admins and owners — Full org metrics; pair with Team Performance for per-rep breakdown.
- Marketing — Reply and open rates by campaign period (cross-reference with campaign creation dates on the leads list).
All authenticated org members can access Analytics. Team Performance is restricted to admin and owner roles.
How to use Analytics weekly
A simple review rhythm:
- Monday — Check pending drafts and active cadences. Clear Approvals backlog.
- Mid-week — Glance at reply rate and calls made. Adjust messaging or call blocks if numbers dip.
- Friday — Review pipeline stage breakdown. Identify deals that didn’t move and schedule follow-ups.
Export pipeline data from the Pipeline page for board-ready snapshots.
Understanding the numbers
| Metric | Source | Notes |
|---|---|---|
| Emails sent | Resend email.sent events | Includes approved outreach only |
| Opens / clicks | Resend tracking pixels and links | Privacy tools may undercount opens |
| Replies | Resend inbound routing | Highest-signal engagement metric |
| Calls | Twilio call records | Completed = connected conversation |
| Pipeline value | Sum of deal_value on leads | Null values excluded from sum |
| API cost | Logged per request | Estimates; verify against provider bills |
Tips
- Reply rate beats open rate — Focus optimization on replies, not opens alone.
- Compare month over month — Lead count “this month” on the Total Leads card helps track list growth.
- Watch bounces — Above 3–5% warrants list hygiene or domain authentication review.
- Admin drill-down — Owners and admins should use Team Performance for rep-level attribution.
Related pages
- Team Performance — Per-rep metrics (admin/owner only)
- Dashboard — Daily operational view vs monthly analytics
- Deals Pipeline — Stage definitions and Kanban usage
- API Keys — Services that drive API usage costs