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Analytics & reporting

Track your pipeline, activity, revenue, credit usage, and voice calls across analytics tabs.

The Analytics area shows how your scouting and outreach are performing, organized into tabs so you can focus on one view at a time.

Tab

What you'll see

Overview

High-level snapshot of your pipeline and key metrics at a glance

Activity

What you and your team have been doing — leads added, emails sent, calls, and other actions over time

Revenue & Credits

Revenue tied to your deals alongside credit usage, so you can see what your spend is producing

Voice

Outbound voice-call results and how many credits voice calling is consuming

Using the data

Watch the Activity tab to keep momentum up week to week, and check Revenue & Credits to make sure your credit spend is translating into pipeline. If you've enabled the voice agent, the Voice tab is the best place to monitor call volume and cost.

Tip

Credits roll over month to month and don't expire, so a temporary spike in the Revenue & Credits tab isn't lost — but it's still worth watching the daily cap and auto-refill settings in your account.

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