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Analytics

Comprehensive sales metrics across 5 layers - Overview, Performance, AI Insights, Objections, and Attribution

Analytics

Aura's Analytics gives you deep visibility into your sales performance. Track KPIs, compare team members, analyze AI-driven insights, understand objection patterns, and attribute success to its sources.

Analytics Architecture

┌─────────────────────────────────────────────────────────────────────────────┐
│                          ANALYTICS DASHBOARD                                 │
├─────────────────────────────────────────────────────────────────────────────┤
│  ┌─────────┐  ┌─────────────┐  ┌───────────┐  ┌──────────┐  ┌────────────┐ │
│  │OVERVIEW │  │ PERFORMANCE │  │AI INSIGHTS│  │OBJECTIONS│  │ATTRIBUTION │ │
│  └─────────┘  └─────────────┘  └───────────┘  └──────────┘  └────────────┘ │
├─────────────────────────────────────────────────────────────────────────────┤
│                                                                              │
│  ┌────────────────────────────────────────────────────────────────────────┐ │
│  │  DATE RANGE: [This Month ▼]    TEAM: [All ▼]    LINK: [All ▼]        │ │
│  └────────────────────────────────────────────────────────────────────────┘ │
│                                                                              │
│  ┌────────────────────────────────────────────────────────────────────────┐ │
│  │                        CONTENT AREA                                    │ │
│  │                                                                        │ │
│  │     Charts, tables, metrics based on selected tab                     │ │
│  │                                                                        │ │
│  └────────────────────────────────────────────────────────────────────────┘ │
│                                                                              │
└─────────────────────────────────────────────────────────────────────────────┘

Five Analytics Layers

Aura organizes analytics into five focused tabs:

TabFocusKey Questions Answered
OverviewHigh-level KPIsHow is the business performing?
PerformanceRep comparisonHow are team members doing?
AI InsightsScore trendsWhere should we focus coaching?
ObjectionsConcern patternsWhat's blocking deals?
AttributionLead sourcesWhere do our best leads come from?

Global Filters

All tabs respect these filters:

Date Range

OptionDescription
TodayCurrent day
This WeekCurrent week
This MonthCurrent month
This QuarterCurrent quarter
Last 30 DaysRolling 30 days
Last 90 DaysRolling 90 days
CustomPick specific dates

Team Member

Filter to specific rep (Admins only):

  • All team members
  • Specific individual
  • Compare multiple

Filter by booking link:

  • All links
  • Specific link
  • Compare links

In This Section

Overview Tab

High-level KPIs, revenue trends, booking metrics, and pipeline health.

Performance Tab

Rep-level Apex scores, rankings, and comparative analysis.

AI Insights Tab

Score trends over time, improvement areas, and coaching priorities.

Objections Tab

Objection heat maps, resolution rates, and pattern analysis.

Attribution Tab

Lead sources, UTM performance, and channel effectiveness.


Key Metrics

Core KPIs

MetricDefinition
BookingsTotal meetings scheduled
Show RateAttended / Scheduled
Close RateWon / Attended
RevenueTotal cash collected
Avg Deal SizeRevenue / Deals won

Score Metrics

MetricDefinition
Overall ScoreOverall call quality (0-100), from the 7-Stage Framework
Stage ScoresPer-stage Apex scores
Resolution RateObjections handled / raised

Attribution Metrics

MetricDefinition
Leads by SourceVolume per channel
Conversion by SourceWin rate per channel
Revenue by SourceRevenue attributed to channel

Color Thresholds

Score Colors

ScoreColorMeaning
≥70GreenGood
50-69YellowNeeds Work
Under 50RedPoor

Rate Colors (Close Rate)

RateColorMeaning
≥50%GreenHigh
30-49%YellowMedium
Under 30%RedLow

Resolution Rate

RateColorMeaning
≥70%GreenGood
40-69%YellowMedium
Under 40%RedNeeds Work

Data Freshness

Real-Time

  • Bookings count
  • Pipeline stages
  • Lead creation

Near Real-Time (5-15 min)

  • Call outcomes
  • AI analysis scores
  • Objection detection

Daily Rollup

  • Historical comparisons
  • Trend calculations
  • Aggregate metrics

Permissions

What Each Role Sees

FeatureMemberAdminOwner
Own metrics
Team metrics
All dashboards

Best Practices

For Sales Reps

  • Check daily: Show rate, close rate
  • Weekly: Review your Apex trends
  • Monthly: Analyze your attribution

For Managers

  • Daily: Team overview, at-risk deals
  • Weekly: Rep comparison, coaching needs
  • Monthly: Full funnel analysis

For Executives

  • Weekly: High-level KPIs
  • Monthly: Revenue trends, forecasting
  • Quarterly: Strategic analysis

Related Features

Configuration

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