Analytics features provide insights and data analysis capabilities to help you understand trends, patterns, and performance metrics across your campaigns and email accounts.
The Report tab provides an overview of outreach campaigns, AI agents, and automation analytics.
Outreach Campaign Analytics
You can view analytics across all campaigns by selecting the Outreach section.
All Campaigns: View analytics for all campaigns by default, or select a specific campaign.
All: Filter campaigns by Active/Completed status
Date range: Select a custom date range to view stats for a specific timeframe.
Settings: Show or hide specific metrics.
Available Metrics
Include auto-replies: Count automatic replies from leads in reply rate calculations.
Total sent: Total emails sent across all outreach sequences in the selected date range, including follow-ups. Each email counts, not each contact.
Sequence started: Number of unique recipients who entered an outreach sequence in the selected date range. Counts each contact once per sequence start.
Reply rate: Percentage of recipients who replied to a sequence email. Calculated as replies / total sent.
Open rate: Percentage of sent emails that were opened by the recipient. Pixel-tracking opens only — text-only clients are not counted.
Click rate: Percentage of sent emails where a recipient clicked at least one tracked link.
Positive reply rate: Percentage of replies that were marked as an opportunity. Calculated as opportunities / replies.
Opportunities: Replies your team has marked as an opportunity — usually a meeting booked or a qualified lead. Secondary value shows the total deal value attached.
Conversions: Won opportunities in the selected date range. Secondary value shows cash collected from those wins.
AI Agents Analytics
All Agents: View analytics for all AI agents by default, or select a specific AI reply agent, AI sales agent, or AI deliverability agent.
Date range: Select a custom date range to view stats for a specific timeframe.
Settings: Show or hide specific metrics.
Automation Analytics
All Automations: View analytics for all automations by default, or select a specific automation.
Date range: Select a custom date range to view stats for a specific timeframe.
Settings: Show or hide specific metrics.
Workspace Analytics
All Workspace owners: View analytics for all workspace owners by default, or select a specific owner.
Date range: Select a custom date range to view stats for a specific timeframe.
Settings: Show or hide specific metrics.
Key Metrics
Total workspaces: Number of workspaces you have access to. Secondary value shows how many sent at least one email in the selected period.
Avg emails/workspace: Average number of emails sent per workspace in the selected period. Averaged across every workspace, including any that sent nothing.
Avg reply rate: Average reply rate across your workspaces, where each rate is the percentage of leads that workspace emailed who replied. Workspaces that sent nothing are excluded; the secondary value shows total positive replies.
Avg bounce rate: Average bounce rate across your workspaces, where each rate is the percentage of emails sent that bounced. Workspaces that sent nothing are excluded.
View or export Email sent, Replies, Positive Reply rate, and Bounce rate for each workspace
Note: Our reporting is done in the UTC timezone, which is a standard practice among other providers in our industry. This is to ensure that the analytics numbers remain timezone-independent, especially for clients running campaigns in different time zones.
Campaign-Level Analytics
Analytics in the Engage View
Enable the metrics you want to display on the Engage dashboard to get a quick overview of your campaign performance. The following metrics are available:
Progress
Activity
Outcome
Created
Sequence started
Open rate
Click rate
Reply rate
Opportunities
Conversions
Campaign Progress
The campaign progress indicator shows the percentage of leads that have completed all sequences in the campaign.
If your campaign has 3 steps, the progress only increases when leads complete all 3 steps, not after Step 1 or Step 2. You can hover over the progress percentage for a detailed overview or check the step activity to confirm if leads are still waiting for follow-up steps.
Important: Progress increments only when a lead completes the entire sequence, not at each individual email step.
Once all leads have completed every step in the campaign, campaign progress reaches 100%.
Analytics Inside a Campaign
You can view detailed analytics inside each campaign to monitor its performance.
1. Key Metrics
Tip: Select a longer timeframe (Last 3 months) to view complete campaign analytics.
Sequence started: Number of leads that have been sent at least one email in this campaign during the selected time range.
Total sent: Total emails sent in this campaign in the selected date range, including follow-ups.
Open Rate: Number of leads that have opened at least one email in this campaign during the selected time range. You can enable open tracking in the campaign's Settings section
Click Rate: Number of leads that have clicked at least one link in this campaign during the selected time range. You can enable link tracking in the campaign's Settings section.
Reply Rate: Number of leads that have replied to this campaign during the selected time range. Automatic replies (like out-of-office messages) are included in the reply rate metrics by default. To exclude auto replies:
Go to the Analytics of the campaign or the Analytics dashboard
Click the gear icon
Disable 'Include auto replies' to exclude automatic replies from the reply rate
Note: When you disable "Include auto replies" in one campaign, it remains off for all campaigns on your current device. If you check analytics on another device, you'll need to disable the setting again.
Positive reply rate: Positive reply rate of this campaign measured by the number of leads that have replied and the number of opportunities during the selected time range.
Opportunities: Track positive replies and attach a monetary value($$) to calculate campaign ROI. Opportunities are leads with the following statuses:
Interested
Meeting Booked
Meeting Completed (not closed)
Closed
Conversions: The total number of won opportunities and its total $ amount.
2. Share Campaign Analytics
Click 'Share' to download the analytics chart for this campaign based on your selected timeframe.
Contacted
Opened
Replies
Opportunities
3. Step Analytics
Measure the performance of each step and variant in your campaign. To access Step Analytics:
Open the target campaign
Go to the Analytics tab of the campaign
Scroll down to locate the Step Analytics
4. Sending Activities
View real-time campaign activities with the ability to filter and download Email sent/Email opened/Link Clicked/Reply received/Auto reply/Bounced activities.
When downloading sending activities to CSV, the file will include these details:
Lead email addresses
Sending account used
Step number
Action
Email sent/opened/Link clicked
Replied received/Unibox Reply sent
Bounced
Auto reply
Interested
Date
Which link was clicked on
