> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://katalyz.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Workspace-level analytics

While each room has its own Activity tab, the **Analytics** page gives you a workspace-wide view across every room you have access to.

## Opening Analytics

Click **Analytics** in the left sidebar of the org-level dashboard.

At the top of the page you'll find:
- A **time-range dropdown** (default: **Last 30 days**; also **Last 7 days**, **Last 3 months**, **Last 12 months**) — scopes every metric, KPI, chart, and table on the page.
- A **Filters** button — one popover with a search box and three collapsible groups: **Template**, **Team** and **User**. Tick as many values as you like; a badge on the button counts the active filters, and **Clear** resets them.
- **+ Add Chart** — open the preset-chart picker to add a new chart to your dashboard (see below).

![Analytics page header with time-range dropdown, Filters button, and Add Chart](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/analytics-page_14ki6kg.png)

> Analytics is a reporting page only — there is **no Ask AI and no AI assistant inside it**. To ask the assistant about a deal, open a room and use the Ask AI launcher there.

## KPI cards

Six headline metrics pinned at the top, each with a **trend indicator** comparing the current range against the previous comparable period:

- **Rooms Created** — new rooms in the selected range
- **Active Rooms** — rooms with recent activity in the range
- **External Engagement** — % of room activity coming from external participants (buyers)
- **Avg Participants / Room** — average number of distinct participants per active room
- **Returning Visitors** — % of external visitors who came back at least once
- **Avg Time Spent (External)** — average session duration for external participants

![KPI cards row with trend indicators](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/analytics-kpi-cards_1g2vd6a.png)

## Charts

The dashboard ships with a default set of charts. Each chart card has a **⋮ More** menu (top-right) that opens its configuration panel — **Metric**, **Primary Breakdown**, **Secondary Breakdown (Optional)** and **Visualization**. Choosing **By Custom Field** as a breakdown reveals a **Select Custom Field** picker underneath it. To remove a chart, use the **✕** at the card's top-right corner.

The defaults you'll typically see:

- **Dealrooms Created** — bar chart of rooms created per period
- **Invitations Performance** — line chart of invitations sent and accepted over time
- **Active Rooms Trend** — line chart of active rooms over time
- **Rooms Distribution** — donut chart of rooms by deal stage (Prospecting / Qualification / Proposal / Negotiation / Closed Won / Closed Lost)

![Charts row with Dealrooms Created, Invitations Performance, Active Rooms Trend, Rooms Distribution](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/analytics-charts-row_1cftbx7.png)

### Adding charts to your dashboard

Click **+ Add Chart** (top-right of the page) to open the preset-chart picker. Available presets include:

- **Dealrooms Created**
- **Invitations Performance**
- **Active Rooms Trend**
- **Rooms Distribution**
- **Conversion Funnel**
- **Engagement Metrics**

Each preset card shows the **metrics** and **views** it includes. Click **+** to add it to your dashboard.

![Add Chart modal with preset chart list](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/analytics-add-chart-modal_9vko2k.png)

## Templates Performance

A leaderboard of templates with a breakdown dropdown — **By Period** (default), **By Team** or **By Custom Field**. Columns:

| Column | What it shows |
|---|---|
| Template | Template name |
| Type | `Room` or `Micro` (room template vs. section template) |
| Uses | How many times the template was used |
| Engagement | Average engagement on rooms produced by this template |
| Conv. Rate | Conversion rate of rooms produced by this template |

Lets you see which templates your team actually reaches for, which ones convert, and which ones to retire.

![Templates Performance panel](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/analytics-templates-performanc_2096ij.png)

## Resources Performance

A leaderboard of the most-viewed resources embedded across your rooms, with the same breakdown dropdown — **By Period** (default), **By Team** or **By Custom Field**. Columns:

| Column | What it shows |
|---|---|
| Resource | The asset name (document, presentation, spreadsheet, video, etc.) |
| Type | `Document`, `Presentation`, `Spreadsheet`, `Video`, … |
| Views | Total views across all rooms |
| Downloads | How many times the resource was downloaded |
| Shares | How many times the resource was shared externally |

This is how you find out which content is actually pulling its weight.

![Resources Performance panel](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/analytics-resources-performanc_1mufp1n.png)

## User Leaderboard

A ranked table of users in the workspace with a **sort dropdown** (default: **Rooms Created**). Every column header is also sortable directly.

| Column | What it shows |
|---|---|
| User | Member name + avatar |
| Rooms Created | How many rooms the user created in the selected range |
| Invitations Sent | How many buyer invitations the user sent |
| Closed Deals | How many of their rooms moved to a Closed Won stage |
| Win Rate | % of their closed deals that ended Won |

Useful for spotting who's actively building rooms and who's converting them.

![User Leaderboard with sortable columns](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/analytics-user-leaderboard_ghr4ex.png)

## Related articles
- [Opening the Activity tab](https://katalyz.crisp.help/en/article/opening-the-activity-tab-aamu65/)
- [Reading the activity timeline](https://katalyz.crisp.help/en/article/reading-activity-to-drive-your-next-move-e877l/)
- [Cross-room dashboard](https://katalyz.crisp.help/en/article/cross-room-activity-on-your-dashboard-1i47gzm/)