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Analytics

Outbound sales analytics, from first touch to customer

See which channel gets replies, which replies become meetings and which meetings become customers, across email, LinkedIn and WhatsApp, in one page and one period.

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agentsdr.your-company.com/analytics

Analytics

How conversations turn into meetings and customers, and which channels bring them in.

Last 4 weeks

Replies

512

17.2% improved versus the previous period

from 386 people

Positive

104

25.3% improved versus the previous period

27% of people who replied

Meetings

37

27.6% improved versus the previous period

vs 29 previous period

Customers

6

50% improved versus the previous period

vs 4 previous period

Median first response

38m

46.5% improved versus the previous period

vs 1h 11m previous period

Replies by sentiment

Inbound replies each day, by the category they were classified into.

  • Interested

    132

  • Customer

    12

  • Not interested

    95

  • Other

    80

  • Unclassified

    4

Needs attention

Right now, regardless of the date range.

Pipeline now

Open records by category, right now, and how far along the funnel they are.

  • Interested10350%
  • Customer94.3%
  • Not interested6431%
  • Other2713%
  • Unclassified52.4%

Funnel stages · darker as they advance

  • Information Requested · Interested41
  • Demo Requested · Interested18
  • Meeting Requested · Interested22
  • Meeting Done · Interested15
  • Trial User · Interested7
  • Customer · Customer9

Stage moves this period

Records moved into a new stage, by the category they moved into.

  • Interested9249%
  • Customer63.2%
  • Not interested5831%
  • Other3117%

Top stages

  • Not Required Right Now · Not interested58
  • Information Requested · Interested46
  • Out of Office · Other31
  • Meeting Requested · Interested29
  • Demo Requested · Interested17

Workflow

Every record by workflow state, right now.

  • Paused92%
  • Action required235.1%
  • Waiting11826%
  • Closed8719%
  • Idle20446%
  • Other (2)71.6%

AI assistant

262 drafts generated in this period.

11 awaiting review

Drafts sent

214

27.4% improved versus the previous period

AI drafts that went out

Classified

498

18.3% improved versus the previous period

Replies the AI labelled

Override rate

6.4%

29.7% improved versus the previous period

Labels a person changed

71% of sent drafts went out unedited (151 of 214)

  • Sent as-is

    151 62%

  • Sent edited

    63 26%

  • Discarded

    29 12%

Outreach

Where these conversations came from. Open a channel for its detail.

Channels

How each channel performed in this period. Select a row to open it.

Channel comparison
ChannelReachedRepliedReply ratePositiveOpen
2,874118
4.1%
29
1,902171
9%
47
54297
18%
28

Conversion funnel

From first touch to customer.

  1. Reached
    5,318
  2. Replied
    7.3%386
  3. Positive
    26.9%104
  4. Meeting
    35.6%37
  5. Customer
    16.2%6

Counts for this period — not one cohort followed through.

Overview

The whole funnel on one screen

The Overview starts with the conversations in your CRM, then shows where they came from. Every figure is for the period you pick.

Conversion funnel

Reached, replied, positive, meeting, customer

The funnel runs from the people you reached to the customers you closed. Counts are for the period, so you read it as how much of each stage happened, not as a single cohort.
  • Reached counts distinct people with any outbound touch
  • Positive, Meeting and Customer count records that moved into the stage
  • Every stage carries a change badge against the previous period

Conversion funnel

Last 30 days, sample data

  1. Reached
    1,240
  2. Replied
    11810% of previous
  3. Positive
    4135% of previous
  4. Meeting
    1741% of previous
  5. Customer
    529% of previous

Bar length is square-root scaled so small stages stay visible. Counts are for the period, not one cohort followed from first touch.

Channels

Which channel actually earns replies

One table compares Email, LinkedIn and WhatsApp by people reached, replied, reply rate and positive. Select a row to open that channel's own tab.
  • The same four columns for every channel
  • Reached covers emails, invitations, messages and calls
  • One click from the comparison to the detail

Channels

Sample data

  • Email760 reached · 62 replied · 21 positive
    8.2%
  • LinkedIn380 reached · 41 replied · 15 positive
    10.8%
  • WhatsApp100 reached · 15 replied · 5 positive
    15.0%

Reply rate is people who replied divided by people reached, on a 0 to 20% scale.

Definitions

What each figure counts

No vanity numbers. Every figure has a stated definition, so two people reading the page read the same thing.

Replies
Inbound messages received in CRM conversations in the period, on any channel.
Positive
Distinct records moved into Interested or Customer in the period.
Meetings
Distinct records moved into a meeting or demo stage. No-shows are not counted.
Customers
Distinct records moved into Customer in the period.
Median first response
The median time from a lead's message to your next reply in that conversation.
Change badge
Compares with the previous period of the same length. Green is better, red is worse, and for lower-is-better figures a decrease is green.

Per-channel views

A tab for every channel, with the detail behind it

Each channel has a figure strip, a chart and per-campaign or per-account detail, using the numbers that channel can actually tell you.

  • Email

    • Emails sent and leads contacted
    • Replied and reply rate
    • Bounced and unsubscribed
    • Mailbox capacity today
    • Campaigns for the period

  • LinkedIn

    • Invites sent and accepted
    • Acceptance rate
    • Messages sent, replied, reply rate
    • Daily invite capacity
    • Accounts and connection state

  • WhatsApp

    • Calls placed, connected, connect rate
    • Talk time and average call
    • Messages sent and received
    • Chat reply rate and new chats
    • Call outcomes

Opens and clicks are not recorded, so there are no open or click rates. LinkedIn reply rate divides by accepted connections, not invites sent.

agentsdr.your-company.com/analytics

Analytics

How conversations turn into meetings and customers, and which channels bring them in.

Last 4 weeks

Emails sent

2,999

11.5% improved versus the previous period

vs 2,690 previous period

Leads contacted

1,545

10.2% improved versus the previous period

vs 1,402 previous period

Replied

118

21.6% improved versus the previous period

of 1,545 contacted

Reply rate

7.6%

10.4% improved versus the previous period

vs 6.9% previous period

Bounced

21

38.2% improved versus the previous period

vs 34 previous period

Unsubscribed

9

25% improved versus the previous period

vs 12 previous period

Sending activity

Emails sent each day: first touches and follow-ups.

  • First touch

    1,545

  • Follow-ups

    1,454

Mailbox capacity today

Right now, regardless of the date range.

Sent today

72%

108 of 150 sent today

5 connected
0 failing
Manage mailboxes

Replies

Inbound email replies each day.

  • Replies

    126
    21.6% improved versus the previous period

Not tracked

Opens and clicks aren't recorded, so there are no open or click rates here. Reply rate is the engagement metric to watch.

Campaigns

Sends are for this period; leads, replies and bounces are all time. Sorted by sends.

Email campaigns
CampaignLeadsContactedSentRepliedReply rateBounced
Series A SaaS · Heads of Growth
Active
1,240812
1,388
46
5.7%
7
Agencies · Founders (EU)
Active
860544
902
31
5.7%
5
RevOps leaders · follow-up
Active
420402
611
22
5.5%
4
Webinar attendees · Sept
Paused
310196
244
12
6.1%
3
Dev-tools CTOs · pilot
Completed
180180
118
7
3.9%
2

At a glance

Built into the same workspace

channels compared side by side
3
funnel stages, from Reached to Customer
5
longest custom range
180 days
extra: analytics ship with every self-hosted install
$0

The details

Made to act on, not just to look at

Analytics is where you land after signing in, so it also tells you what is waiting.

  • Needs attention

    Action required, follow-ups due, drafts to review, failing mailboxes and disconnected LinkedIn or WhatsApp accounts, each linking to the fix.

  • Periods and ranges

    Last 7, 30 or 90 days, this month, last month or a custom range. One point a day up to 62 days, one a week beyond.

  • Previous-period change

    Badges compare with the period before, and say New when there was nothing to compare with.

  • Pipeline now

    Open records by category and how far along the funnel they are, plus stage moves this period.

  • AI assistant card

    Drafts generated and sent, replies classified, override rate, and sent drafts split into unedited, edited or discarded.

  • Median first response

    How long it takes you to answer a lead's message, as a median rather than a flattering average.

Reading it

How to use it each week

  1. 01

    Start with Needs attention

    Clear what is open: replies waiting, drafts to review, accounts that stopped sending.
  2. 02

    Compare channels

    Find which channel earns replies and positive replies for the same list.
  3. 03

    Check the funnel

    See where reached people stop: no reply, no positive reply or no meeting.
  4. 04

    Open the channel tab

    Drill into a campaign, mailbox or account that is pulling the figure up or down.

FAQ

Questions, answered

What does the analytics page measure?

Replies, positive replies, meetings, customers and median first response across your CRM, plus reach and reply rate for email, LinkedIn and WhatsApp. Each channel has its own tab with its own figures and per-campaign detail.

How are meetings and customers counted?

Positive, Meetings and Customers count distinct CRM records that moved into that stage during the period, so a record already there before the period is not counted again. Meeting no-shows are not counted as meetings.

Does it track email opens and clicks?

No. Opens and clicks are not recorded, so there are no open or click rates. Email figures are emails sent, leads contacted, replied, reply rate, bounced and unsubscribed.

Can I compare with a previous period?

Yes. Most figures carry a change badge comparing your period with the period of the same length that ends the day before it starts. For figures where lower is better, such as bounces, a decrease is shown as an improvement.

Which date ranges can I choose?

Last 7, 30 or 90 days, this month, last month or a custom range of up to 180 days. Days are cut in your browser's time zone, and the view and period are kept in the address so you can share a link.

Is the conversion funnel a cohort?

No. The funnel runs from Reached to Replied, Positive, Meeting and Customer using counts for the period. It is not one group of people followed from first touch to customer, so a later stage can include people reached before the period began.

Can I see how well the AI classifies replies?

Yes. The AI assistant card shows drafts generated and sent, replies classified and the override rate, which is the share of labels a person changed. It also splits sent drafts into unedited, edited and discarded.

Keep exploring

Know which channel is working

Run every channel from one self-hosted workspace and read the results in the same place. Open source, no seats, no per-contact pricing.

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