# Read your analytics

See how many leads your team captured, how many reached your CRM, and how much of your credit allowance is used.

Updated 27 Oct 2026 · Admin

## What you'll need

- An owner or admin account.

  1. **Open Analytics and choose a period**
   In the sidebar, choose **Analytics**. Open the period menu at the top right and pick **Last 14 days**, **Last 30 days** or **Last 90 days**.

       [Image: The Analytics page with the period menu highlighted at the top right]

  2. **Read the Capture tab**
   **Leads captured** shows the total for the period and how it compares with the period before. Under it, a chart shows leads per day.

       [Image: The Capture tab with the Leads captured figure and daily chart highlighted on the left]

  3. **Check the sync panel**
   The **Sync to** panel, named after your CRM, shows the share of leads that are in the CRM, and a row for each state that has leads, such as **Synced**, **Failed to sync**, **Awaiting approval** and **Draft**. Select a row to open those captures.

       [Image: The sync panel highlighted on the right, with a percentage bar and a row for each sync state]

  4. **See who captured what**
   **Leads by rep** ranks your team by leads captured. Below it, **Sources**, **Events** and **Tags** break the same leads down.

       [Image: The Leads by rep section highlighted at the bottom of the Capture tab]

  5. **Look at assistant activity and usage**
   The **Assistant** tab counts assistant turns and successful CRM actions, by day and by member. The **Usage** tab shows your **Workspace credits** for the current month, and the assistant turns each member used.

Result: you know how many leads came in, how many were sent on, and where any got stuck.

**Note:** Workspace credits are shared by assistant turns, capture sync, scans and transcription. [Check your plan, seats and credits](/help/billing-and-account/plans-and-seats) shows where to read the allowance.

## Frequently asked questions

### Who can see Analytics?

Owners and admins. Anyone else sees “Analytics is available to workspace owners and admins.”

### Why does the Usage tab ignore the period menu?

Usage counts the current calendar month in UTC, not a window you choose, so the period menu is replaced there by the month's dates.

### Why is a lead listed as Draft here and Not sent in Captures?

They are the same state. The sync panel here says Draft, and Captures says Not sent, for a lead that has not been sent to your CRM.