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Understanding Analytics Tabs

Admin View Analytics provides two complementary analysis approaches through dedicated tabs. Each tab serves a different purpose in understanding your lead data.

Journey Tab​

Purpose​

The Journey tab reveals the path leads took through your pipeline stages before reaching their current position.

What It Shows​

  • Historical progression of leads through stages
  • Common conversion paths and workflows
  • Where leads originated before reaching specific stages
  • Bottlenecks or gaps in your lead process

When to Use Journey Analysis​

  • Process Optimization: Identify which stages leads commonly skip or get stuck in
  • Conversion Path Analysis: Understand successful lead progression patterns
  • Workflow Validation: Confirm that leads are following your intended process
  • Bottleneck Identification: Find stages where leads accumulate or drop off

Key Insight​

Journey analysis helps answer: "How did leads get to where they are now?"

Distribution Analysis Tab​

Purpose​

The Distribution Analysis tab displays the current state of your leads, showing how they're distributed across stages and other criteria.

What It Shows​

  • Real-time snapshot of lead distribution
  • Current pipeline health and balance
  • Lead breakdown by custom fields (sources, assigned users, etc.)
  • Cross-analysis of multiple data points

When to Use Distribution Analysis​

  • Pipeline Health Checks: See current lead volume across stages
  • Source Performance: Understand which lead sources are most productive
  • Capacity Planning: Identify stages with high lead volume
  • Current State Assessment: Get immediate visibility into your pipeline

Key Insight​

Distribution analysis helps answer: "What is the current state of my leads?"

Complementary Analysis​

Using Both Tabs Together​

Journey First: Start with Journey analysis to understand how leads move through your process

  • Identify successful conversion paths
  • Spot process inefficiencies
  • Understand lead behavior patterns

Then Distribution: Use Distribution analysis to assess current pipeline status

  • Check current lead volume by stage
  • Analyze source performance
  • Plan resource allocation

Example Workflow​

  1. Journey Analysis: Discover that most successful leads skip Stage B and go directly from Stage A to Stage C
  2. Distribution Analysis: See that you currently have many leads stuck in Stage B
  3. Action: Implement process changes to move Stage B leads directly to Stage C

Tab Navigation​

Both tabs share common controls:

  • Report Selection: Choose which configured report to view
  • Date Range: Filter leads by creation date
  • Refresh Options: Update data views as needed

The main difference is in the analysis focus:

  • Journey: Historical progression patterns
  • Distribution: Current state snapshots

Next Steps​

Now that you understand both analysis types:

  1. Create your first report to start analyzing
  2. Begin with Journey analysis to understand lead flow
  3. Follow up with Distribution analysis for current insights