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Access Analytics

Navigate to the Admin View Analytics dashboard.

Prerequisites​

  • Admin permissions for your organization
  • At least one lead pipeline configured

Steps​

  1. Switch to Admin View from your main navigation.

    navigate-to-admin-view.png

  2. Click Analytics in the menu.

    admin-view-analytics.png

  3. The analytics interface has two tabs:

    • Journey — lead progression paths
    • Distribution Analysis — current lead distribution

    admin-view-analytics-tabs.png

Troubleshooting​

Can't find Admin View? Check that you have admin permissions. Look for your company logo in the top-left corner and select Go to Admin view.

Analytics menu not visible? Verify your admin permissions include analytics access and try refreshing the page.

Next steps​