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Stats for your workspace

Open Stats

Open Stats in the sidebar. Owners and admins see stats for every sender in their scope. Team members see stats only where an owner or admin gave them Stats access: on a sender (every phase on it, including phases added or deleted later) or on a phase (that phase on their senders). Numbers you have no access to are left out, not shown as zero. Unless you see every phase on every sender, activity and credits not tied to a sender or a phase (such as setup work) are left out too, so your totals can be lower than your workspace's; the page notes this under the period. Without any Stats access, Stats is not in your sidebar.

Choose what to look at

Each number shows the change against the previous period of the same length (for example, the 30 days before the 30 you chose). Credits show no change while the previous period starts before credits were tracked (see Tracked since). Green means the change is good for that number, red means it is not.

The page address keeps your choices, including an opened chart, so you can bookmark it or send the link to a teammate.

What each number means

Charts and breakdowns

Select any number to open its chart in place. Use Break down by to split it by sender, playbook, phase, channel, or the number's own detail (such as send path or escalation reason). The largest groups are shown; the rest are grouped as Other. Select the number again, or the close button, to collapse it.

Active conversations and new contacts can add up to more than the total when broken down: a conversation that was active in two phases counts once in each.

How phases are counted

Activity counts in the phase, and the playbook, the customer was in at that moment. A customer who moves from one phase to another during a day counts in both phases that day. Moving a sender to another playbook does not move its earlier activity: it stays with the playbook it happened in, and a copied playbook's phases count apart from the original's. A phase shows the name it had when its activity was recorded, so a phase removed from the playbook keeps its name.

Tracked since

Stats begin when your workspace started recording them. Messages, conversations, escalations, phase changes and reports from before that date are included, so those charts reach back up to two years. Credits are only recorded from that date: when it falls inside your period, the credits number and chart show a Tracked since date, and earlier days show no credit use.