Customize the Stats page

Your board

The charts on Stats form a board: numbers grouped in sections, each number opening into a chart, and charts shown open under their section. Which board you see:

Your own board, once you save one.
Otherwise the workspace default, when an owner or admin saved one.
Otherwise the built-in board: Volume, Agent, Funnel, Reports and Cost.

Saving your own board never changes what your teammates see. The row of numbers at the top of the page always stays the same.

A chart of something you have no Stats access to (a sender or phase you cannot see, or credits without billing access) is left off your board, even when the board lists it.

Change the board

Select Customize at the top of Stats. The list shows every chart on the board, in order:

Reorder: drag a chart by its handle, or use the up and down arrows (easier on a phone).
Edit (pencil): give the chart its own title, or move it to another section by typing the section's name. The built-in sections (Volume, Agent, Funnel, Reports, Cost) show in each teammate's language, and typing one's name in English or in your language puts the chart there. Any other name starts a new section, shown as you wrote it.
Remove (×): take the chart off the board.
Start from the built-in board: replace the list with the built-in charts, to start over.

Changes apply only when you save:

Save for me saves your own board.
Save as workspace default (owners and admins) saves the board everyone sees until they save their own. If you have your own board, you keep seeing it.
Reset to workspace default deletes your own board, so you see the workspace default (or the built-in board) again.

A board holds up to 24 charts.

Add a chart

In Customize, select Add chart and choose:

Data: a Built-in number (messages, conversations, contacts, automation rate, escalations, follow-up steps, phase transitions, customers in phases, reports, credits, opt-outs), a KPI, or a Tracked link. Follow-up steps count the steps sent, and reports the runs started; broken down by their own detail they show each step's sends and replies, or each report's starts and outcomes. CRM column is listed but not available yet: columns keep no history to chart.
Chart type: Time series draws the number over the period. Other types are shown as coming soon. Phase transitions can also show as a flow between phases, and follow-up steps as a reply-rate table.
Break down by: split the chart by sender, playbook, phase, channel, or the number's own detail (a KPI's answers, for example).
Show the chart open instead of a tile: draw the chart in full, with its total below it, instead of a number you select to open.
Title and Section (both optional).

Select Add to board, then save.

Chart a KPI

A KPI chart counts customers whose answer to the KPI changed to each answer, in the days the change was based on. Broken down by Answer, it shows one line per answer, named as in the KPI; a score lists its levels from lowest to highest. If your access does not include reading the KPI's wording, its answers show by their value instead of their names. "Unknown" answers are not counted. A customer whose answer changed more than once in the period counts under each answer it took. A customer who leaves a phase and comes back counts again for the new stay. Editing a KPI does not count customers whose answer stays the same. Archived KPIs can still be charted. See kpis for setting up KPIs and kpi-answers for how answers are assessed.

Count how often a link is sent

Choose Tracked link as the data to chart how often messages carrying a link, such as your booking page, went out. Owners and admins can create one right there with New tracked link…; it is saved as soon as it is created. See tracked-links for what counts.