InsuredMine CRM | Optimize and Grow Your Insurance Agency

Analytics on Workflow & Pipeline Automation

You can view scheduled and sent analytics in workflow automation under the engagement module and in the pipeline automation section too. 

These analytics will help you to have a detailed view of the upcoming or sent automation on the same page.

 

To view the enhancement:

 

  • Navigate to Engagements

  • Click on Automation

  • You will get 2 options- Scheduled Analytics & Sent Analytics

 

 

  • If you click on sent analytics, it will show today’s analytics by default. You will have 2 more options- the Last 7 Days and the Last 30 Days.

 

 

 

  • If you click on the template, it will show the template that was used.

 

 

  • Similarly, if you click on the Scheduled Analytics, you will find the list of workflow that is scheduled for the near future.

 

 

  • If you navigate to the pipeline, and select Automation, you will find the Scheduled and Sent Analytics.

 

 

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