> ## Documentation Index
> Fetch the complete documentation index at: https://docs.connie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Analytics

> Track outreach, replies, calls and pipeline on dashboards, build your own metrics, and share a read-only link.

Analytics is your workspace dashboard. It shows how your outreach is performing (messages, replies, positive reply rate), how many calls you had, and how much pipeline you created. You can add your own charts from any object, list or workflow, group them into **views**, and share a view with teammates or with people outside Connie.

**Where:** click your name and workspace at the bottom of the left sidebar → **Analytics** · `https://connie.ai/<workspace-id>/analytics`

<Note>
  Analytics isn't in the left sidebar. Open it from the menu under your name at the bottom left. See [Navigating Connie](/navigating-connie).
</Note>

## What's on the page

* **Header:** **Ask Connie** (opens Connie's AI assistant next to the page), **Share**, and **Add metric**.
* **Toolbar:** the view picker (shows the current view's name, for example **Default**), a filter button, and the date range (for example **Last 90 days**).
* **Cards and charts** for the selected view.

A **view** is a named dashboard: its own set of cards and charts, its own date range, its own filters and its own sharing. Every workspace has a **Default** view. You can add as many custom views as you like.

## The Default view

Every workspace gets a **Default** view the first time anyone opens Analytics. It can't be renamed or deleted. It starts with six built-in cards and two built-in charts, and you can add your own metrics to it too.

Each card shows the change against the previous period of the same length (for example, the last 90 days against the 90 days before that).

| Card | What it counts |
| - | - |
| **Messages sent** | Emails and LinkedIn messages/InMails sent **by workflow send steps** in the date range. Messages you send by hand from the Inbox aren't counted. |
| **Unique recipients** | The people you sent to. Each recipient is counted once, however many messages they got. |
| **Replies** | Replies to messages sent by your workflows, dated by when the reply arrived. Click **See who replied** to see the people. |
| **Positive reply rate** | People who replied positively, as a share of the people you reached. Each person is counted once across every channel. The line below shows the raw numbers, for example "0 of 0 people · Email · LinkedIn". The change is shown in percentage points. |
| **Calls booked** | Every call record in the date range. It isn't limited to a particular call outcome. |
| **Pipeline value** | The total **Value** of deals **created** in the date range. It isn't a snapshot of your open pipeline. |

Built-in charts:

* **Outbound activity over time** — counts per day, week or month. Series: Messages sent, Emails sent, Replies, Positive replies, Calls booked. Click a series name in the legend to show or hide it.
* **Call outcomes** — calls stacked by sentiment: Positive, Neutral, Negative, Unknown. Click a bar to see the calls behind it.

To change a built-in chart, open its **⋮** menu → **Edit**. You can rename it, choose which series to show (keep at least one on) and pick the **Time buckets** size. If a bucket size doesn't fit the range, the chart falls back to automatic.

### Hide and restore built-in cards

1. Open the card's or chart's **⋮** menu → **Delete**.
2. To bring it back, click **Deleted (N)** in the toolbar (it only appears on the Default view after you've removed something).
3. Click **Restore** followed by the item name, or **Restore all**.

## Pick a date range

<Steps>
  <Step title="Open the date range">
    Click the date range button at the top right of the toolbar.
  </Step>

  <Step title="Choose a range">
    Pick **All time**, **Today**, **Last 7 days**, **Last 30 days**, **Last 90 days**, **Last 365 days**, **This month**, **This quarter** or **This year**. Or choose **Custom range…** and pick the start and end dates on the calendar.
  </Step>
</Steps>

The range is saved **on the view**, so changing it changes the view for everyone who uses it. New views start at **Last 90 days**. **All time** has no previous period to compare with, so cards don't show a change.

## Filter a view

<Steps>
  <Step title="Open filters">
    Click the filter button in the toolbar. When filters are on, it shows how many.
  </Step>

  <Step title="Add rules">
    On the Default view, click **Add filter** and pick a field. You can filter by:

    * **Messages**: Channel (Email, LinkedIn, WhatsApp), Direction (Sent, Received), Sentiment (Positive, Neutral, Negative), Account
    * **Calls** fields
    * **Deals** fields
    * **Associated record**: fields of the linked company, contact or deal

    Each rule only narrows the metrics that come from its own source. Switch between AND and OR to decide whether all rules or any rule must match.
  </Step>

  <Step title="Or describe it">
    Type what you want in the box **Type in natural language to add filters**, for example "LinkedIn only, positive replies", and Connie adds the rules for you.
  </Step>
</Steps>

Custom views have a filter popover per data source. Filters are saved on the view, just like the date range.

## Create a custom view

<Steps>
  <Step title="Open the view picker">
    Click the current view's name in the toolbar (for example **Default**).
  </Step>

  <Step title="Add the view">
    Click **+ Add view**, type a name (up to 60 characters) and save.
  </Step>

  <Step title="Fill it">
    A new view is empty. Type what you want in the prompt box (for example "deal value by stage as a bar chart") and click **Build it**, or click **Add metric** to build one by hand.
  </Step>
</Steps>

To rename, duplicate or delete a view, open the view picker and click **⋮** next to it → **Rename**, **Duplicate** or **Delete**. The Default view can only be duplicated. Deleting a view removes its metrics for good: "This permanently deletes the "X" view and its metrics. This can't be undone."

Connie remembers the last view you opened in this browser.

<Tip>
  Want to try a different range or filter without changing a shared view for everyone? **Duplicate** the view and change your copy.
</Tip>

## Add a metric

A **metric** is one card or chart. You can build it by describing it, or step by step.

<Steps>
  <Step title="Open the builder">
    Click **Add metric** at the top right. A side panel opens with a live **Preview**.
  </Step>

  <Step title="Describe it (optional)">
    Under **Build with AI**, describe the metric, for example "average deal value by stage as a bar chart" or "connection acceptance rate by campaign", and click **Generate metric**. Connie fills in the settings below. Adjust anything you like.
  </Step>

  <Step title="Choose the type">
    Pick **Single metric** (one value or one breakdown) or **Comparison trend** (lines over time).
  </Step>

  <Step title="Choose the data source">
    * **Lists**: People, Companies, Deals, Tasks, Calls, your custom objects, and your lists.
    * **Workflows**: the action steps of a workflow. Use **Action** to pick the step and the result you want to count.
    * **Outreach**: the outreach numbers from the Default view.

    Add **Filters** if you only want some records (tick **Include empty values** to keep records where the field is blank), and set the **Time period**. Click **+ Add data source** to compare several sources. Each data source becomes one line on the chart.
  </Step>

  <Step title="Choose the calculation">
    Under **Metric**, pick Count records, Count runs, Count duplicates, Sum, Average, Median, Min or Max of a field, Percentage / rate (with an **Out of** group to divide by), or Time in stage (days).
  </Step>

  <Step title="Group, compare and sort (optional)">
    * **Group by** a field, and optionally keep only groups that meet a condition.
    * **Break down by** a second field to split each group into a stacked series, for example deals per month split by stage.
    * **Compare to** **Previous period** or **Same period last year** (not available for **All time**).
    * **Sort** by Default order, Value high→low, Value low→high or Alphabetical, and **Show top N** to keep only the biggest groups.
  </Step>

  <Step title="Pick a chart and save">
    Choose a visualization: **Single**, **Bar**, **Pie**, **Line**, **Table**, **Matrix** or **Funnel**. Click **Add metric** to save it to the current view.
  </Step>
</Steps>

To change a metric later, open its **⋮** menu → **Edit**, make your changes and click **Update metric**. The same menu has **Duplicate** and **Delete**.

Drag cards and charts to reorder them. The order is saved on the view.

You can also ask Connie in [Chat](/chat/overview) to build a dashboard or a metric for you. It opens in Analytics.

## Share a view

<Steps>
  <Step title="Open sharing">
    Open the view and click **Share** at the top right.
  </Step>

  <Step title="Choose who inside the workspace can see it">
    Choose **Everyone in workspace** or **Selected members only**. For selected members, set each person to **Can view** or **Can edit**.

    The Default view is always shared with everyone in the workspace, so this part can't be narrowed for it.
  </Step>

  <Step title="Share outside Connie (optional)">
    Under **Share with external people**, choose **Anyone with the link**, then click **Copy link**. Anyone with the link can open a read-only copy of the dashboard without signing in. There are no email invites: the link itself is the access.
  </Step>
</Steps>

To stop sharing the link, switch external access back to **Invited people only**. The old link stops working immediately. If you turn it on again, copy the new link.

Only the person who created the view, or a workspace owner or admin, can change its sharing.

### What people see on a shared link

* The view's cards and charts, read-only, in a light theme.
* It refreshes every 60 seconds.
* They can't filter, open records, or reach anything else in your workspace.

<Note>
  The sharing window says viewers can't change the date range. In practice, people with the link **can** pick a different date range and open **See who replied** on the Replies card. Keep that in mind before sharing a link outside your company.
</Note>

## Tool activity

Tool activity is a table of every paid tool run in your workspace: who ran it, how, and what it cost. It's useful when you want to know where credits went.

**Where:** `https://connie.ai/<workspace-id>/analytics/tool-used` (there's no menu link; open it by URL)

* Filter by date (**Today**, **Last 7 days**, **Last 30 days**, or a custom range: choose both dates to update the table), by **Who** (Everyone, System, a member, or an API key) and by **Tool**. Click **Refresh** to reload.
* Columns: **When**, **Who**, **Key**, **Tool**, **Action**, **Status**, **Cost**. 50 rows per page.
* Statuses:
  * **Succeeded** — charged and never refunded.
  * **Failed** — the run failed and its credits were refunded.
  * **Not run** — credits were held but the step never ran, so they were released.
  * **Refunded** — the charge was refunded.
  * **Unknown** — an older run recorded before failures were linked to their charge.

Any workspace member can open it. For every credit movement (not just tool runs), use the credit usage log in **Settings** → **Logs**. See [Credits](/billing/credits).

## Good to know

* **Who can see what:** every member sees the Default view, views shared with everyone, views they created, and views shared with them.
* **Who can edit:** any member can edit the Default view and views shared with everyone. A view limited to selected members can be edited by its creator, workspace owners and admins, and members set to **Can edit**.
* **Who can delete:** the view's creator or a workspace owner or admin. The Default view can't be deleted.
* **Freshness:** numbers are kept for up to 10 minutes and don't refresh on their own. Your own edits show at once. Reload the page to see the latest numbers.
* **Credits:** Analytics doesn't use credits, including **Build with AI** and natural-language filters.
* **AI limits:** Build with AI and natural-language filters are limited to 20 requests a minute and 120 an hour per person, plus a daily and monthly usage budget.
* **Large data:** saved cards are calculated from up to 50,000 rows, and the builder preview from up to 2,000. If a card shows a **partial** chip, it hit that limit and the real number is at least what's shown.
* Analytics is available on every plan.

## Troubleshooting

<AccordionGroup>
  <Accordion title="I can't find Analytics in the sidebar">
    **Why:** Analytics isn't a sidebar item. **Fix:** click your name and workspace at the bottom of the left sidebar → **Analytics**, or go to `https://connie.ai/<workspace-id>/analytics`.
  </Accordion>

  <Accordion title="The numbers didn't update after new activity">
    **Why:** numbers are kept for up to 10 minutes and the page doesn't refresh itself. **Fix:** reload the page.
  </Accordion>

  <Accordion title="Messages sent or Replies is lower than what I see in my Inbox">
    **Why:** these cards only count messages sent by workflow send steps, and replies to those messages. Messages you send by hand from the Inbox aren't counted. **Fix:** this is expected. To count something else, build your own metric with **Add metric**.
  </Accordion>

  <Accordion title="Pipeline value changes when I change the date range">
    **Why:** it adds up deals **created** in the range, not all open deals. **Fix:** choose **All time** for the total of every deal, or build a metric on Deals filtered by stage.
  </Accordion>

  <Accordion title="Calls booked counts calls that were not booked meetings">
    **Why:** the card counts every call record in the range, whatever its outcome. **Fix:** build a metric on Calls with a filter on the field you care about.
  </Accordion>

  <Accordion title="I changed the date range or filters and it changed for my teammates too">
    **Why:** the range and filters are saved on the view, and the view is shared. **Fix:** **Duplicate** the view and make personal changes on your copy.
  </Accordion>

  <Accordion title="Only the view’s creator or a workspace admin can change sharing">
    **Why:** only the creator of a view or a workspace owner or admin can change who it's shared with. **Fix:** ask one of them.
  </Accordion>

  <Accordion title="You have view-only access to this view">
    **Why:** the view is shared with you as **Can view**. **Fix:** ask the creator or an admin to set you to **Can edit**, or **Duplicate** it.
  </Accordion>

  <Accordion title="Couldn't load this workspace's views, so changes can't be saved.">
    **Why:** Connie couldn't load your views. **Fix:** click **Retry** in the message, or reload the page.
  </Accordion>

  <Accordion title="A card shows a dash and Couldn’t load">
    **Why:** that one number failed to load. **Fix:** reload the page.
  </Accordion>

  <Accordion title="A card shows a partial chip">
    **Why:** the calculation reached its row limit, so the number shown is a minimum. **Fix:** narrow the date range or add filters.
  </Accordion>

  <Accordion title="Build with AI says Couldn’t build a metric from that">
    **Why:** Connie couldn't turn the description into a metric, or you hit the AI request limit. **Fix:** rephrase it more simply (for example "deals by stage"), or wait a minute and try again. You can always build the metric by hand.
  </Accordion>

  <Accordion title="The shared link stopped working">
    **Why:** external access was turned off (which cancels the link immediately), or the view was deleted. The page then says "This shared dashboard link is invalid." **Fix:** ask the view's creator or an admin to set **Anyone with the link** again and send you the new link.
  </Accordion>

  <Accordion title="Could not load this shared dashboard.">
    **Why:** the shared page couldn't load its data, or the link is missing part of its address ("This shared dashboard link is missing its access token."). **Fix:** reload, and make sure you copied the whole link.
  </Accordion>

  <Accordion title="Tool activity says You do not have access to this workspace’s activity.">
    **Why:** you aren't a member of that workspace, or the workspace ID in the address is wrong. **Fix:** open Tool activity from a workspace you belong to.
  </Accordion>
</AccordionGroup>

## Related

* [Credits](/billing/credits) — what uses credits and the full usage log
* [Records overview](/records/overview) — the objects and lists you can chart
* [Workflows: test and run](/automations/workflows/test-and-run) — the runs behind workflow metrics
* [Inbox overview](/inbox/overview) — replies and conversations
* [Meetings](/inbox/meetings) — call records and sentiment


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