Dashboards and analytics for contacts, pipelines, campaigns, and team performance.
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Seedly does not have a single standalone reports section. Instead, analytics live on the main Dashboard and on each module's own analytics view, covering your contacts, pipeline health, campaign performance, and team activity. All of these views update live. The sections below group the available metrics by area.
Product walkthrough.
Available Dashboards
Contacts
Pipeline analytics: value, conversion, and stage flow.
Track your contact database over time:
New contacts - How many contacts were added in a given period
Contacts by source - Breakdown of where contacts originated (forms, imports, manual, integrations)
Contacts by lifecycle stage - Distribution across Lead, Qualified, Customer, Repeat, and Inactive
Engagement score distribution - How many contacts fall into Hot, Warm, Cool, and Cold tiers
Growth trend - Contact count over time
Pipeline
Monitor your sales performance:
Pipeline value - Total value of all open opportunities
Opportunities by stage - How many deals are in each stage
Win rate - Percentage of opportunities that close as Won
Average deal size - Mean value of closed-won opportunities
Sales velocity - Average time from opportunity creation to close
Revenue over time - Closed-won revenue by period
Stage conversion - Drop-off rates between stages
Campaigns
Measure your marketing effectiveness:
Campaigns sent - Number of campaigns delivered in a period
Delivery rate - Percentage of messages successfully delivered
Open rate - Percentage of delivered emails that were opened
Click rate - Percentage of delivered emails where a link was clicked
Bounce rate - Percentage of messages that failed to deliver
Unsubscribe rate - Percentage of recipients who opted out
Top-performing campaigns - Ranked by opens, clicks, or engagement
Team Performance
Track your team's activity:
Conversations handled - Number of conversations each team member participated in
Response time - Average time to first response per team member
Messages sent - Volume of outbound messages by team member
Opportunities managed - Deal count and value per team member
Tasks completed - Task completion rate by team member
Calls
Measure your team's calling activity (the Calls page covers this in full):
Total calls - Calls placed and received in a period
Connect rate - Share of calls that reached a person
Talk time - Total time spent on connected calls
Outcomes and dispositions - How calls ended and the outcome tags your team applied
Rep leaderboard - Calls and talk time by team member
Filtering
All dashboards support:
Filter any dashboard, like this local map-rank grid, by date and location.
Date range - Preset ranges (today, this week, this month, this quarter, this year) or a custom date range
Comparison - Compare the selected period to a previous period (e.g., this month vs. last month)
Some dashboards also support filtering by:
Assigned user
Pipeline
Source
Tags
Charts and Visualizations
Reports include a mix of:
Trend charts for organic traffic, rankings, and engagement over time.Audience and engagement trends over time.
KPI cards - Single-number metrics with trend indicators (up/down from previous period)
Line charts - Trends over time
Bar charts - Comparisons across categories
Pie/donut charts - Proportional breakdowns
Tables - Detailed ranked lists (top campaigns, team leaderboard)
Funnels - Stage-by-stage conversion visualization
Exporting
Export report data for use in external tools or presentations. Available exports include CSV downloads for contacts, pipeline data, and campaign recipients, plus PDF or CSV exports of the appointment, invoice, and pipeline reports.
Large Accounts
Some lists (campaign history, workflow executions, step logs) read the most recent records rather than scanning your entire history on every load, which is what keeps them quick once an account has been running a while.
Two things follow from that, and both are visible rather than silent:
These lists are ordered newest first, so the most recent activity is what you see.
When a list has more history than it read, it says so instead of presenting a truncated view as if it were complete. Narrow the date range to reach further back with confidence.
The audit log is different: it pages properly and reaches your full history, so it can be walked end to end.
Summary
Dashboard
Key Metrics
Contacts
New contacts, sources, lifecycle stages, engagement scores, growth trend