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 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

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)

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.

Templates Performance

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

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

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:

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

User Leaderboard

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

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

Related articles

• Opening the Activity tab
• Reading the activity timeline
• Cross-room dashboard

Updated on: 02/10/2026