Statistics

Statistics shows how your marketing is doing across the whole workspace: emails, campaigns, contacts, pipeline and texts. You can also run reports, and have them emailed to you on a schedule.

Owners and admins

Statistics is in the menu for owners and admins.

Open Statistics from the left menu, under Team. The page itself is titled Reports.

Choosing a period

Use the buttons at the top: Last 7 days, Last 30 days, Last 90 days or This Year. Turn on Compare to prior period to see the change against the period before.

What's on the page

• Email Deliverability: how well your emails are getting through.
• Analytics: tabs for Speed to Lead, Contacts, Campaigns, Pipeline and SMS.
• Business Intelligence Reports: ready-made reports you can run or schedule (see below).
• Monthly Broker Reports: reports Yapii creates at the start of each month, with a PDF to download.
• Seller Monthly Emails: how the monthly home value email is doing.
• Engagement Over Time, Channel Breakdown, Top Performing Segment, Contacts by Source and Top Campaigns. Several of these have a download icon for a spreadsheet (CSV) file.

Running a report

1. Under Business Intelligence Reports, pick a Report period.
2. Click Run Report on the report you want.
3. Find it under Report History and click View. You can download it as a CSV file or open it in Google Sheets.

Getting a report by email

1. Click the calendar icon on a report.
2. Choose Weekly (Mondays) or Monthly (the 1st of the month), and add who should get it.
3. Click Schedule Report.

Your schedules are listed under Scheduled Deliveries. Click the bin icon to stop one.

Good to know

• Top Performing Segment needs a segment that at least 50 people received.
• If you see a note that your sender branding is incomplete, click Complete branding. Until you do, market reports may be held back.