Advanced Analytics

Beyond the dashboard basics, your analytics can reveal patterns that help you work smarter. This guide covers how to read and use your data effectively.

Activity Heatmap

The heatmap shows 365 days of your activity in a grid—weeks across, days down.

What the Colors Mean

Blue tones — You're sending more than receiving. You're in proactive outreach mode.

Green tones — You're receiving more replies. Conversations are active and contacts are engaged.

Cyan/Teal — Balanced. You're sending and receiving about equally.

White — No activity that day.

Gold border — A conversion happened. Someone became a customer or partner.

What to Look For

Consistent coloring means you're building good habits. Gaps mean you dropped off—worth investigating why.

Clusters of gold borders show when conversions happen. Notice the pattern: what activity preceded them? That's likely what works.

Streak Statistics

Below the heatmap, you'll see:

Current streak — Consecutive days with activity
Longest streak — Your personal best
This week — Days active out of 7
This month — Active days so far
Total active — All-time count

These help you track consistency. Aim for 5+ days per week and 20+ per month.

Conversion Funnel

The funnel shows how contacts move through your pipeline:

Contacts Created → Messages Sent → Responses → Conversions

Each stage shows how many reached it and the conversion rate from the previous stage.

Diagnosing Drop-offs

Big drop at "Messages Sent" — You're not reaching out to new contacts. Fix: Send more welcome messages.

Big drop at "Responses" — Your messages aren't generating replies. Fix: Improve your messaging, try different timing.

Big drop at "Conversions" — Conversations aren't converting. Fix: Work on your closing, or qualify leads better upfront.

Healthy Benchmarks

Contacts → Messages: 80%+
Messages → Responses: 30-50%
Responses → Conversions: 5-20%

Your numbers will vary based on your niche and lead quality.

Response Time Analysis

This chart tracks how quickly you respond to incoming messages.

Average Response Time — Your typical turnaround.

First Response Time — How long until your first reply after they message you. This is critical—it often determines whether the conversation continues.

The green dashed line at 24 hours is the benchmark. Consistently being below it is good. If you're regularly above, you're leaving people waiting too long.

Why It Matters

Faster responses correlate with:

Higher reply rates
Better engagement
More conversions
Stronger relationships

If your response time is trending up (getting slower), that's a warning sign.

Channel Performance

For each channel (Email, SMS, WhatsApp), you can see:

Messages sent — Your outreach volume
Messages received — Replies from contacts
Response rate — Received ÷ Sent

Using This Data

High send, low response — This channel might not suit your audience, or your messaging needs work.

High response rate — This channel resonates. Use it for important messages and double down.

Low volume everywhere — You need more activity overall. Focus on consistency.

Find your best-performing channel and make it your primary. Keep presence on others but prioritize what works.

Activity Trends and Forecasting

The trends chart shows 90 days of history plus a 4-week forecast.

Solid lines = Actual data
Dashed lines = Projected based on your patterns

Reading the Forecast

Upward trend — You're on a growth trajectory. Keep it up.

Flat trend — Consistent but not growing. Fine if you're maintaining, but consider pushing if you want growth.

Downward trend — Activity is declining. Time to course-correct.

Acting on Forecasts

If the forecast shows a dip, don't wait—increase activity now. If it shows growth, plan for the capacity to handle more conversations.

Forecasts are more reliable when you have consistent historical data. Erratic patterns make predictions uncertain.

12-Month Trajectory

This cumulative chart shows your progress toward annual goals.

The target line shows where you should be based on elapsed time. The filled area shows your actual progress.

Above the line — Ahead of pace. Below the line — Behind pace. On the line — Exactly on track.

Milestone markers at 25%, 50%, 75%, and 100% help you visualize progress.

Use the tabs to switch between metrics: Messages Sent, Contacts Reached, Actions Completed, Conversions.

Best Times Analysis

This heatmap shows when your contacts are most responsive, broken down by day and time.

Darker green = Higher response rate. Send during these times.

Lighter/red = Lower response rate. Avoid if possible.

Common Patterns

Green Tuesday-Thursday, 9am-12pm — Classic business hours. Good for professional contacts.

Green evenings and weekends — Your audience might not work 9-5. Adjust accordingly.

Use this data when scheduling messages. Send when people are most likely to respond.

Making Use of Your Data

Weekly (5 minutes)

Check the heatmap — Am I staying consistent?
Check response time — Am I getting slower?
Glance at channel performance — Anything off?

Monthly (15 minutes)

Review trajectory — On pace for goals?
Analyze best times — Am I scheduling well?
Check the funnel — Any blockages?
Look at forecasts — Any concerns?

Quarterly (30 minutes)

Assess overall goal progress
Identify major trends
Decide if strategy adjustments are needed
Set next quarter's targets

Common Questions

"My data looks incomplete."

New accounts need time to build up history. Some charts need weeks of activity before they're useful. Keep working and the data will populate.

"The forecast seems off."

Forecasts need consistent historical data. If your activity has been erratic or you recently changed your patterns, predictions will be uncertain.

"Metrics aren't updating."

Give it a few minutes—some data syncs on a delay. Certain metrics process overnight. Try refreshing the page.

Next steps: Understand your Billing & Usage to manage your subscription, or return to the Dashboard to put these insights into action.