Inbox
All Conversations
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Users
| Name | Company / Source | Group | Joined / Submitted | ||
|---|---|---|---|---|---|
Quote Applications
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Clients
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Customize the automated emails sent to clients. Click Edit on any template to personalize the message.
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Analytics
Local data dashboard — Google Analytics integration ready when official domain is connected.
SAMPLE
2,418
Page Views
Last 30 days
SAMPLE
1,834
Sessions
Last 30 days
SAMPLE
3:24
Avg. Session
Minutes on site
SAMPLE
42%
Bounce Rate
Single-page exits
SAMPLE
68%
New Users
vs. returning
SAMPLE
2.8
Pages / Session
Depth of engagement
Page Views Over Time
Daily page views — last 30 days
Traffic Sources
Session origin breakdown
New vs. Returning
Weekly trend — last 8 weeks
Top Regions
Sessions by US state
Top Pages
Most viewed — last 30 days
Device Types
Mobile, desktop, tablet
Portal Activity
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Growth Over Time
Cumulative users, conversations & messages
User Breakdown
Role distribution
Daily Activity
Signups, messages & document uploads — last 30 days
Document Types
Portfolio breakdown
Most Active Clients
By total messages sent
Peak Activity
Total events by day of week (all time)
Message Volume
Messages sent per day over selected period
Recent Activity
| Time | Event | Detail |
|---|
Settings
Profile
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