See what is actually working — from revenue trends to which automation saves the most time.
Steps
- 01
Reports — the business view
Reports shows revenue, conversion rate, and pipeline health over any date range. Good for a weekly check-in.
- 02
Automation Analytics — the efficiency view
See how many times each automation ran, how many messages it sent, and whether it is actually being used. Turn off what nobody triggers.
- 03
Events & Sessions — the activity log
A raw timeline of everything that happened — form fills, page views, message sends — useful for debugging "why didn’t this lead get a message?"
Tips
- Start with Reports for the big picture, then drop into Automation Analytics only when something looks off.