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:
| Tab | Focus | Key Questions Answered |
|---|---|---|
| Overview | High-level KPIs | How is the business performing? |
| Performance | Rep comparison | How are team members doing? |
| AI Insights | Score trends | Where should we focus coaching? |
| Objections | Concern patterns | What's blocking deals? |
| Attribution | Lead sources | Where do our best leads come from? |
Global Filters
All tabs respect these filters:
Date Range
| Option | Description |
|---|---|
| Today | Current day |
| This Week | Current week |
| This Month | Current month |
| This Quarter | Current quarter |
| Last 30 Days | Rolling 30 days |
| Last 90 Days | Rolling 90 days |
| Custom | Pick specific dates |
Team Member
Filter to specific rep (Admins only):
- All team members
- Specific individual
- Compare multiple
Booking Link
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
| Metric | Definition |
|---|---|
| Bookings | Total meetings scheduled |
| Show Rate | Attended / Scheduled |
| Close Rate | Won / Attended |
| Revenue | Total cash collected |
| Avg Deal Size | Revenue / Deals won |
Score Metrics
| Metric | Definition |
|---|---|
| Overall Score | Overall call quality (0-100), from the 7-Stage Framework |
| Stage Scores | Per-stage Apex scores |
| Resolution Rate | Objections handled / raised |
Attribution Metrics
| Metric | Definition |
|---|---|
| Leads by Source | Volume per channel |
| Conversion by Source | Win rate per channel |
| Revenue by Source | Revenue attributed to channel |
Color Thresholds
Score Colors
| Score | Color | Meaning |
|---|---|---|
| ≥70 | Green | Good |
| 50-69 | Yellow | Needs Work |
| Under 50 | Red | Poor |
Rate Colors (Close Rate)
| Rate | Color | Meaning |
|---|---|---|
| ≥50% | Green | High |
| 30-49% | Yellow | Medium |
| Under 30% | Red | Low |
Resolution Rate
| Rate | Color | Meaning |
|---|---|---|
| ≥70% | Green | Good |
| 40-69% | Yellow | Medium |
| Under 40% | Red | Needs 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
| Feature | Member | Admin | Owner |
|---|---|---|---|
| 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
Quick Links
Related Features
Configuration
- Settings - Objection categories
- Booking Links - Attribution setup