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Analytics Tabs

Analytics has two tabs that provide complementary views of your lead data.

Journey​

Shows the historical path leads took through your pipeline stages before reaching their current position.

Use Journey analysis to:

  • Identify common conversion paths
  • Find stages where leads get stuck or drop off
  • Validate that leads follow your intended process

Answers the question: "How did leads get to where they are now?"

Distribution Analysis​

Shows the current state of your leads — how they are distributed across stages and custom fields.

Use Distribution analysis to:

  • Check pipeline health and lead volume by stage
  • Compare lead source performance
  • Plan resource allocation based on current workload

Answers the question: "What is the current state of my leads?"

Using both tabs together​

  1. Start with Journey to understand how leads move through your process
  2. Then use Distribution to assess the current pipeline state
  3. Combine insights to identify where to focus improvements

Both tabs share common controls: report selection, date range filtering, and cohort filters.

Next steps​