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Analytics

The Analytics module provides simplified analytics for quick performance insights.

Overview

Analytics offers a lightweight dashboard with basic KPIs and chart placeholders for future expansion. Analytics Page

Current Features

KPI Cards

KPIDescription
Total MessagesMessages sent in selected period
Response RatePercentage of messages with replies
Active LeadsLeads currently in campaigns
Conversion RateLeads converted to deals

Chart Placeholders

The following charts are available as placeholders for future development:
  • Message Volume: Timeline of messages sent
  • Response Rate by Campaign: Campaign comparison

Usage

Access Analytics

Navigate to Analytics in the sidebar.

View Metrics

  1. Page loads with default 30-day period
  2. KPIs display aggregate metrics
  3. Charts show basic trends

Comparison with Reports

FeatureAnalyticsOrganization Reports
AccessAll usersAdmins only
ComplexitySimpleComprehensive
FiltersPeriod onlyPeriod + Employee
ChartsBasicAdvanced
ExportNonePDF

Future Enhancements

The Analytics module is designed for expansion:
  • Advanced filtering
  • Custom date ranges
  • Export capabilities
  • Comparison features
  • AI insights

API Endpoints

GET /analytics/overview    - Get basic analytics

Best Practices

  1. Quick Checks: Use Analytics for quick performance checks
  2. Detailed Analysis: Use Organization Reports for in-depth analysis
  3. Bookmark: Save Analytics for daily monitoring