Analytics Overview
Five views into how your team, your messages and your WhatsApp calls are doing — one filter bar, live counts and PDF reports.
Analytics turns your conversation history into numbers you can act on: how fast your team replies, how many conversations resolve, whether your WhatsApp messages are delivered, and how your voice calls are going.
The Five Views
The Analytics sidebar entry opens on Overview. Its sub-items are the five views:
Overview
Right now, conversation and delivery tiles, the daily charts and what needs attention.
Conversations → Agents
What each agent handled, how fast they reply, and a page per agent.
Conversations → Teams
The same picture per team, with a page per team.
Messages
Delivery of your outbound WhatsApp messages, by team and by template.
Logs → Message logs
Every WhatsApp message sent, searchable and exportable.
Logs → Team activity
What your team created, changed or deleted, and when.
Calls
Live calls, the call log, and answer rate, missed calls and busiest hours.
Conversations and Logs each have two tabs. The section had six separate tabs before: links and bookmarks to the old tabs still work and open the view that replaced them.
The Filter Bar
Overview, Conversations, Messages and Logs share one filter bar. The range and team you pick stay put as you move between those four views.
| Control | What it does | Shown on |
|---|---|---|
| Date range | Today, Yesterday, Last 7 Days (the default), Last 30 Days or Custom Range — a two-month calendar | Every view |
| Team | One team, or every team | Every view except Logs → Team activity |
| Channel type | Campaign & Inbox, External (your API sends) or All | Overview and Messages |
| Refresh | Fetches fresh numbers. The figures are cached for about a minute, so use it when you need the latest | Every view |
| PDF report | Downloads a PDF of the current view, named like rateup-overview-2026-10-09.pdf. It reads "Preparing report…" while it is built | Every view except Logs |
A control a view cannot use is hidden rather than shown and ignored. Calls has its own range and number filters, because it reads your call records rather than your conversations.
Comparisons only mean something over equal periods. Every tile that shows a change compares the range you picked with the same length of time just before it — "vs previous period".
Who Can See Analytics
The Analytics sidebar entry appears only when your team has the Analytics feature. Inside it, your role decides what loads:
| Ability | Lets you see |
|---|---|
| See analytics | Overview, Conversations, Messages, Message logs, and the Analytics tab under Calls |
| See the audit log | Logs → Team activity |
| See conversations | The Call log under Calls |
| Export chats and logs | Export Excel on Message logs |
Abilities come from a member's role, and can be added or removed per person — see Members & Roles.
Related Pages
- Teams — enabling the Analytics feature
- Members & Roles — roles and abilities
- WhatsApp Voice Calls — taking the calls that Calls reports on