> ## Documentation Index
> Fetch the complete documentation index at: https://help.clientx.in/llms.txt
> Use this file to discover all available pages before exploring further.
# Analytics Dashboard: Track Conversions and Engagement
> ClientX Analytics tracks conversations, meetings booked, pipeline value, and page-level engagement — all in one dashboard that updates in real time.
The Analytics dashboard gives you a real-time view of how your AI agent is performing — how many visitors it engages, how many meetings it books, and how much pipeline it is creating. Every metric updates automatically as new conversations happen, so you always have an accurate picture of inbound revenue being generated.
## Key Metrics
The four headline KPI cards at the top of the dashboard give you an instant read on performance:
The number of AI chat sessions started within your selected time range. Includes a **% change** indicator comparing the current period to the previous equivalent period.
Calendar bookings completed through the AI agent. Includes a **% change** indicator so you can track momentum week-over-week or month-over-month.
The share of conversations that result in a booked meeting — calculated as `meetings ÷ conversations × 100`. This is the core efficiency metric for your inbound funnel.
Estimated deal value from leads captured in the period, based on your configured average deal size. Gives you a revenue-level view of inbound performance.
Additional metrics — including qualified leads, engagement rate, average messages per conversation, average intent score, and time saved — are available in the [CSV export](#exporting-data) and reflected in the funnel and intent breakdown panels below.
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## Time Range Selector
Use the range selector at the top of the dashboard to adjust the reporting window. All metrics, charts, and top-page rankings update instantly when you switch ranges.
| Option | What it shows |
| --------------- | -------------------------------------------------------------------------------- |
| **Today (24h)** | Activity in the last 24 hours — useful for monitoring after a launch or campaign |
| **7 days** | Rolling 7-day window — good for weekly standups |
| **30 days** | Rolling 30-day window — the default view for monthly reporting |
| **90 days** | Rolling 90-day window — useful for quarterly trend analysis |
***
## Conversation Funnel
The funnel chart shows where engaged conversations go after a visitor starts a chat:
The total number of visitors who opened and interacted with the AI agent. This is the top of your inbound funnel.
Visitors who met your ICP criteria based on the agent's qualification logic — typically role, company size, use case fit, and intent signals.
Qualified visitors who went on to schedule a demo directly through the agent.
Leads marked as handoff-ready and synced to your connected CRM (HubSpot, Salesforce, etc.).
***
## Conversation Trends
The **Conversation volume** and **Leads captured** area charts visualise daily counts over your selected time range. Use these to:
* Spot the days or periods with the highest inbound activity
* Correlate traffic spikes with campaigns, blog posts, or PR coverage
* Identify any drops that might indicate the agent script needs tuning
***
## Top Pages
The **Top pages triggering chats** panel lists the pages on your site that generate the most AI agent conversations, ranked by chat count. Each row shows the page path and a relative bar indicating volume compared to your highest-traffic page.
Sort top pages by lead count to identify which content is driving the most qualified traffic. If your pricing or solutions pages consistently top the list, that's a signal to invest in deeper qualification flows on those pages — and to double down on content that brings visitors there in the first place.
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## Intent Breakdown
The **Visitor intent** panel breaks down your leads into three buckets based on their calculated intent score:
| Band | Score range | What it means |
| ---------- | ----------- | --------------------------------------------------------------------------------- |
| **High** | ≥ 70 | Strong buying signals — pricing page viewed, demo page visited, multiple sessions |
| **Medium** | 40–69 | Evaluating actively but not yet ready to book — worth nurturing |
| **Low** | \< 40 | Early-stage research — typically not worth immediate SDR time |
Intent scores are calculated from a combination of page behavior, conversation content, session frequency, and third-party enrichment signals. Scores update after each session.
***
## Traffic Identifiability
The **Traffic identifiability** panel shows how much of your visitor traffic ClientX can resolve:
* **Resolved to company** — visitors whose IP matched a known B2B company in the identification database
* **Person identified** — visitors where multiple signals (form submission, return visit, LinkedIn match) allowed ClientX to identify the specific individual
* **Unidentifiable** — visitors on residential ISPs, mobile networks, or anonymizing proxies that cannot be matched
***
## Exporting Data
You can export the full analytics dataset for your selected range to CSV at any time.
Use the range selector (Today / 7 days / 30 days / 90 days) to define the period you want to export.
Click the **Export CSV** button in the top-right of the Analytics page. The button is disabled until data has loaded.
Your browser downloads a file named `clientx-analytics-{range}-{date}.csv`. Open it in Excel, Google Sheets, or your BI tool of choice.
The export includes all key metrics — conversations, qualified leads, demos booked, intent breakdown, pipeline value, time saved, and per-page counts — labelled with the selected range for easy reference.
The Export CSV button only becomes active after the analytics data has fully loaded. If you see it greyed out, wait a moment for the dashboard to finish fetching data, then try again.