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How to Use the Workspace Overview Feature in Funnelytics
How to Use the Workspace Overview Feature in Funnelytics

Get a Complete View of All Your Analytics in One Central Location

Umberto Guardascione avatar
Written by Umberto Guardascione
Updated this week

The Workspace Overview feature in Funnelytics provides a comprehensive dashboard that lets you monitor all your accounts, clients, and KPIs in a single view. Here's how to make the most of this powerful feature:

Step 1: Access the Workspace Overview

Navigate to the Workspace Overview section in your Funnelytics dashboard to see a complete snapshot of your analytics.

Funnelytics Workspace Overview

Step 2: Review Your Complete Analytics at a Glance

The Workspace Overview shows you:

  • All your workspaces and client accounts

  • Target status indicators (on track, off pace, or critical)

  • Standard metrics like people, forms, and purchases

Funnelytics workspace overview breakdown

Step 3: Adjust Date Ranges and Compare Periods

Customize your view to get the insights you need:

  1. Change the date range using the date selector

  2. Add comparisons to previous periods to see performance trends

  3. See whether metrics are improving or declining compared to previous timeframes

Funnelytics workspace overview date selector

Step 4: Set Up Automated Notifications

Stay informed without having to log in constantly:

  1. Configure notification settings for your overview

  2. Choose your preferred frequency:

    • Daily updates

    • Weekly summaries

    • Monthly reports

  3. Receive automated emails showing your current performance, target status, and period-over-period comparisons

Funnelytics workspace overview notification settings panel

The Workspace Overview is designed to give you a clear, at-a-glance understanding of your performance across all accounts. With automated notifications, you can stay on top of your metrics and quickly identify areas that need attention without having to constantly check the dashboard.

If you have any questions or need further clarification, remember to reach

out to our support team anytime via the chat widget or by emailing us at [email protected]

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