Summary
The Analytics section in Rattle provides admins with a comprehensive view of how their team is using the platform. It offers valuable reports and insights to help admins understand the usage and impact of Rattle within their organization.
Reports and Insights
The Analytics section in Rattle consists of four main sections:
Overview
The Overview page provides a high-level overview of activity across various features of Rattle. It displays information about workflows, deal rooms, auto-created contacts/events, and engagement with alerts.
Additionally, Rattle may offer proactive suggestions to help admins optimize their workflows.
Workflow insights
This section offers deeper insights into the workflows created by your team. It answers questions such as:
How many new use-cases have we recently used Rattle for?
What are the different types of workflows created?
Which workflows have high engagement from recipients?
Which workflows have lower engagement from recipients?
Which workflows are sending excessive alerts to recipients?
Which workflows are not sending alerts within the selected date range?
Recipient Insights
The Recipient Insights section provides detailed information about the recipients of Rattle alerts, including users, channels, and groups. It helps answer questions like:
How many users, channels, and groups are actively using and engaging with Rattle alerts?
Which users are actively engaging with the alerts they receive, and which ones are not?
Which channels receive the highest number of Rattle alerts and engagement?
Deal Rooms
The Deal Rooms dashboard offers insights into all activities related to the deal rooms created in Rattle. It includes data on total participants, messages exchanged, and revenue influenced. It helps answer questions such as:
How many deal rooms are currently active?
What is the level of activity in closed-won deals?
What is the impact of deal rooms on revenue?
Engagement Score
Rattle helps you draw better insights of the effectiveness of your workflows by showing you not only the alerts that were sent but also engagement on the same.
Engagement measures your team's interaction with Rattle alerts which can include button clicks, replies in thread, emoji reactions etc.
Engagement Score is calculated at three levels:
Workflow level
Recipient level (User, Channel or Groups)
Overall (on all alerts that were sent)
This is a relative score (relative to engagement scores in Rattle’s customer instances) that can have 3 values:
High
Good
Low