Help guide

Use workspace analytics

Updated June 11, 2026

Use workspace analytics

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Workspace analytics is most useful when you connect performance to actual work: pages, forms, campaigns, customers, payments, bookings, posts, and follow-up tasks.

What this guide helps you do

  • Review operating signals across workspace areas.
  • Connect performance numbers to customer follow-up.
  • Use data to decide which page, campaign, form, or workflow to improve next.

Before you start

  • Know the business question you want to answer.
  • Connect relevant tools such as analytics, forms, engagement, payments, bookings, and CRM.
  • Choose a clear date range.

Do it manually

  1. Open the analytics or workspace area that owns the question.
  2. Filter by date, page, campaign, audience, customer group, or channel.
  3. Compare the signal against the business goal.
  4. Open related customers, forms, posts, invoices, bookings, or journeys when follow-up is needed.
  5. Create tasks or updates for the next action.
  6. Review again after the next campaign or page update.

Ask Faster AI

  • Analyze this workspace performance and summarize what needs action this week.
  • Compare these form, campaign, and customer follow-up signals and recommend priorities.
  • Create a plain-language weekly analytics summary for a service-business owner.

Review before saving or publishing

  • Use analytics as a decision aid, not as the only source of truth.
  • Check that tracking was configured before comparing periods.
  • Keep customer-specific data out of public summaries.

Common issues and fixes

  • If numbers look wrong, check the date range, filters, and connected tools.
  • If a report is too broad, narrow it to a campaign, page, audience, or channel.
  • If a metric does not have an owner, create a follow-up task and assign it.

Weekly analytics review

For a simple fifteen-minute review across traffic sources, campaign links, and search health, read the website analytics article. Making Sense of Your Website Analytics in 15 Minutes a Week.

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Related help

Use it in daily operations

  • Write down which workspace setting changed, who approved it, and which public page, sender, integration, role, or analytics view should be checked afterward.
  • When a setting affects customers, emails, payments, domains, or public URLs, test the visible workflow before treating the configuration as done.
  • Ask Faster AI to prepare the review checklist, but keep credentials, payment details, and sensitive customer data out of prompts and screenshots.

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Sunny Arora

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Sunny Arora

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