Sales Analytics brings your pipeline, appointment, call, outcome, and value data together for the selected date range and filters.
See what makes up a metric
Every built-in and custom metric card has an arrow in its top-right corner. Select it to open a scrollable record breakdown on the right.
The breakdown shows the contacts, appointments, or calls included in the card. Depending on the record, it can include:
- Showed or no-show status
- Sales outcome
- Appointment date and the date the outcome was logged
- Cash collected, deal value, pending value, retainer, and paid-in-full value
- Owner, source, and outcome notes
- Call direction, status, duration, and AI outcome
Search the breakdown by contact, outcome, note, or value. Select Edit to open the related appointment or contact without leaving Sales Analytics.
The breakdown always follows the page's active date, owner, source, and pipeline filters. Formula and ratio cards include records from every part of the calculation.
Closed clients follow the logged date
On the Closed clients tab, the date filter matches the day the call was logged, not the original appointment time. A deal logged this week counts in "Last 30 days" even when the appointment itself happened earlier.
Leave a calendar out of the numbers
Some calendars are internal, for example onboarding or check-in calls, and should not count as sales activity. Open Settings > Booking, edit that calendar, and turn on Exclude from Sales Analytics and reports. People can still book on it and reminders and automations still run, but its bookings no longer appear in booked calls, unlogged calls, show rate, the deal tabs, or any metric card. When a calendar is excluded, Sales Analytics shows a short "Not counted here" note with its name.
The same editor has Hide from the calendar view, which keeps those bookings off the internal calendar grid while they stay visible on the contact record.