Analytics & ReportingStep-by-step guide
Read lead opportunities and production summaries
Distinguish social performance, the CRM pipeline and workspace planning health.
View analytics; private lead opportunities also require view-leads access.
Here’s how to do it
Open Analytics & Reporting and read the lead-opportunity section if your role permits it.
Review hot open leads and use Open leads to continue qualification in the lead list.
At the bottom, inspect the channel-distribution chart for the workspace’s planned content mix.
Review the production-stage breakdown: AI drafts, internal review, changes needed, client review, approved and published.
Use creative-asset counts to identify posts without attached media, then open Content to prepare them.
What happens next
You know which relationships and production tasks need attention alongside social performance.
Good to know
Private lead details are excluded from shared client reporting. Production summaries cover the entire workspace, independently of the performance report filters.