Overview

The Overview section of the Metrics tab gives you a broad summary of many different aspects of your account.

Selecting the Time Period

• You can filter what period of time you want to view by clicking on the Current Period drop-down menu at the top left of the page.
• You can compare your current period to another period of time by clicking on the Compare to drop-down menu.
• You can use the Timeframe drop-down menu to select how specific you want the data below to be.

Drilling Down

In any metric, you can left-click on any value shown in a box, table or graph and select Drill. This will give you a full breakdown of that specific value.

Downloading Metrics

You can download any or all of the metrics in this page as an Excel, CSV, or PNG file directly to your PC.

To download a specific metric:

1. Click on the three dots icon on the top-right of the metric box.
2. Click Download.
3. Under File type, select Excel (XLSX), CSV, or PNG.
4. Click Download.
   
   

To download all the metrics on this page:

1. Click on the download icon at the bottom-right of the page.
2. Under Format, select the file type you prefer (PNG, Excel, CSV, or PDF).
3. Click Create File.
4. Click Download when the file is ready.

Overview Metrics

Outgoing Messages

The Outgoing Messages metric shows the number of messages sent for the current period, and what the increase or decrease was since the last period.

Messages Sent

The Messages Sent metric displays a graph with the number of messages sent over time with a comparison to the previous period. How specific the graph line is will be determined by the Timeframe at the top of the page.

Videos

The Videos metric shows the number of videos sent for the current period, and what the increase or decrease was since the last period.

Videos Sent

The Videos Sent metric displays a graph with the number of videos sent over time with a comparison to the previous period. How specific the graph line is will be determined by the Timeframe at the top of the page.



Images

The Images metric shows the number of images sent for the current period, and what the increase or decrease was since the last period.

Images Sent

The Images Sent metric displays a graph with the number of messages sent over time with a comparison to the previous period. How specific the graph line is will be determined by the Timeframe at the top of the page.

Incoming Messages

The Incoming Messages metric shows the number of messages received from customers for the current period, and what the increase or decrease was since the last period.

Messages Received

The Messages Received metric displays a graph with the number of messages received over time with a comparison to the previous period. How specific the graph line is will be determined by the Timeframe at the top of the page.

Estimates Sent

The Estimates Sent metric shows the number of estimates sent for the current period, and what the increase or decrease was since the last period.

Estimates Sent (Graph)

The Estimates Sent metric displays a graph with the number of estimates sent over time with a comparison to the previous period. How specific the graph line is will be determined by the Timeframe at the top of the page.

Payments

The Payments metric shows the number of payment requests sent for the current period, and what the increase or decrease was since the last period.

Payments Sent

The Payments Sent metric displays a graph with the number of payment requests sent over time with a comparison to the previous period. How specific the graph line is will be determined by the Timeframe at the top of the page.

Payments Completed

The Payments metric shows the total dollar amount received from completed payment requests for the current period, and what the increase or decrease was since the last period.

Payments Completed (Graph)

The Payments Completed metric displays a graph with the dollar amount received from completed payment requests, over time, with a comparison to the previous period. How specific the graph line is will be determined by the Timeframe at the top of the page.