Automation Analytics

The Automations tab inside Analytics shows how well your automated workflows are performing. Open More > Analytics, then click Automations.

You can also view per-workflow analytics directly from the workflow detail page, which shows run counts, success rates, and a 30-day runs chart for that specific workflow.

What It Tracks

Use the shared date-range picker in the page header when you want to zoom out to a longer trend or drill into a tighter campaign window.

The dashboard summarizes automated outreach and lead response data for the selected range:

• Avg. Time to Contact - How quickly new leads receive their first response.
• Contact Rate - The percentage of leads that were successfully contacted.
• Auto-Dial Connect - The share of automated calls that reached a customer.
• At-Risk Leads - New leads that still need attention.

Below the headline cards, the page also shows:

• Delivery Health for SMS and email sends
• Lead Intake by source
• Enrollment totals for active, paused, completed, and suppressed contacts
• Sequence performance for each enabled automation

Delivery Health

The Delivery Health panel compares sent, delivered, and failed totals for both SMS and email. Use it to spot channel issues quickly.

If one channel suddenly shows a higher failure rate, check the related integration settings before you send another campaign or sequence.

Lead Intake

The Lead Intake panel breaks recent leads down by source so you can see where automated follow-up volume is coming from.

This is especially useful when you want to compare:

• website leads versus referrals
• paid sources versus organic sources
• manual intake versus booking widget volume

Sequence Performance

The sequence table shows each automation's status and enrollment counts. Review it regularly to answer three questions:

1. Is the sequence enabled?
2. Are contacts actively moving through it?
3. Are suppressions or completions unusually high?

Sequence enrollment totals now load from one org-scoped rollup query instead of one query per sequence, so this section should stay more responsive as you add more legacy follow-up sequences.

Use this view alongside Marketing Campaigns and Automations when you are tuning your post-estimate and win-back flows.

Tips

• Check this page after changing follow-up rules so you can confirm enrollments are still flowing.
• Watch the At-Risk Leads card during busy days. It is the fastest way to catch response lag.
• Pair lead intake trends with Lead Source ROI when you want to decide where to invest more marketing budget.
• When an automation change just shipped, switch the date range to a tight custom window around that rollout so you can isolate the impact faster.