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Accessing Analytics

This guide walks you through the steps to access Admin View Analytics from your organization dashboard.

Prerequisites​

Before accessing analytics, ensure you have:

  • Admin permissions for your organization
  • At least one lead pipeline configured
  • Some lead data in your system

Step-by-Step Access​

Step 1: Navigate to Admin View​

navigate-to-admin-view.png

From your regular organization view, switch to admin controls. Look for the admin toggle or menu option in your main navigation.

Step 2: Open Analytics​

admin-view-analytics.png

Once in Admin View, locate and click on Analytics in the main menu. This will open the analytics dashboard.

Step 3: Explore the Interface​

admin-view-analytics-tabs.png

You'll now see the analytics interface with two main tabs available:

  • Journey: For analyzing lead progression paths
  • Distribution Analysis: For current lead distribution insights

What You'll See​

When you first access analytics:

  • The interface may show sample data or be empty if no reports are configured
  • You'll have options to create new reports or select existing ones
  • Date range controls will be available in the top right
  • Tab navigation will be prominent at the top

Troubleshooting Access Issues​

Can't find Admin View?

  • Check that you have admin permissions
  • Look for "Admin," "Settings," or "Management" options in your main menu
  • Contact your system administrator if admin access is restricted

Analytics menu not visible?

  • Verify your admin permissions include analytics access
  • Try refreshing the page after switching to Admin View
  • Check if analytics features are enabled for your organization

Next Steps​

Once you've successfully accessed analytics:

  1. Understand the available tabs
  2. Create your first report
  3. Start analyzing your lead data