Skip to content

Analytics ​

The Analytics module helps you measure your business performance and make data-driven decisions.

Overview ​

With the Analytics module, you can:

  • Monitor performance metrics
  • Generate detailed reports
  • Analyze trends
  • Measure team performance

Dashboard ​

Key metrics on the main dashboard:

Conversation Metrics ​

MetricDescription
Total ConversationsTotal for the selected period
New ConversationsNewly started conversations
Closed ConversationsCompleted conversations
Average DurationFrom conversation start to end

Message Metrics ​

MetricDescription
Incoming MessagesFrom customers
Outgoing MessagesSent messages
Average Response TimeTime to first reply
AI Response RateAnswered by AI

Sales Metrics ​

MetricDescription
Total DealsActive deals
Win RateWon / Total
Average ValueAverage per deal
Expected RevenueWeighted pipeline

Reports ​

Pre-built Reports ​

  • Daily Summary: Daily performance
  • Weekly Report: Weekly trends
  • Monthly Report: Monthly comparison
  • Team Performance: Per-person metrics
  • Channel Analysis: Per-channel performance

Custom Reports ​

Create your own reports:

  1. Go to Reports > New Report
  2. Select metrics
  3. Set filters
  4. Choose date range
  5. Customize the view
  6. Save

Filters ​

Filter reports by:

  • Date Range: Today, this week, this month, custom
  • Channel: WhatsApp, Instagram, Telegram, Widget
  • Team Member: Specific people
  • Tag: Specific tags
  • Status: Open, pending, closed

Chart Types ​

Line Chart ​

Time-based trends:

  • Daily conversation count
  • Weekly message volume
  • Monthly sales amount

Bar Chart ​

Categorical comparison:

  • Per-channel distribution
  • Team performance
  • Tag distribution

Pie Chart ​

Ratio display:

  • Status distribution
  • Channel share
  • AI vs Manual

Numeric Cards ​

Individual metrics:

  • Total conversations
  • Average duration
  • Satisfaction score

Key Performance Indicators (KPI) ​

Core KPIs ​

KPIDescriptionTarget
First Response TimeTime until first reply< 5 min
Resolution TimeTime until closure< 4 hours
SatisfactionCustomer score> 4.5/5
AI Resolution RateResolved by AI> 70%

KPI Tracking ​

  1. Set your targets
  2. Add them to the dashboard
  3. Monitor regularly
  4. Perform trend analysis

Team Performance ​

Per-Person Metrics ​

  • Conversations answered
  • Average response time
  • Satisfaction score
  • Conversations closed

Comparison ​

Compare team members:

  • Fastest responder
  • Most conversations closed
  • Highest satisfaction

Export ​

Export reports:

  • PDF: For presentations
  • Excel: For analysis
  • CSV: For integrations

Scheduled Reports ​

Automatic report delivery:

  1. Select the report
  2. Click the Schedule button
  3. Choose frequency (daily, weekly, monthly)
  4. Set recipients
  5. Activate

Real-time Dashboard ​

Monitor live metrics:

  • Active conversation count
  • Pending messages
  • Online team members
  • Real-time message flow

Cohort Analysis ​

Analyze your customer groups:

  • By registration date
  • By first purchase date
  • By channel
  • By source

Funnel Analysis ​

Examine your conversion funnel:

Visitor -> Lead -> Deal -> Customer
  1000  ->  200 ->  50  ->   25
        (20%)   (25%)     (50%)

Integrations ​

Google Analytics ​

Send web widget activities to Google Analytics.

Data Warehouse ​

Export your data to a data warehouse:

  • BigQuery
  • Snowflake
  • Redshift

Privacy ​

Keep the following in mind with analytics data:

  • Anonymize personal data
  • Ensure GDPR/KVKK compliance
  • Define data retention periods
  • Restrict access permissions

Best Practices ​

  1. Set goals: Define targets before measuring
  2. Review regularly: Hold weekly report meetings
  3. Take action: Turn data into action
  4. Compare: Against previous periods
  5. Share: Be transparent with your team

DOLU.ai - AI-Powered CRM Platform