Analytics & Revenue

What This Does

The Analytics section provides campaign performance and ROI metrics. It tracks email delivery, engagement, and revenue attribution across workspaces.

Metric	Meaning	Source
Contacts Uploaded	Leads pushed to Bison	`pipeline_stats_cache.uploaded`
Emails Sent	Campaigns delivered	Bison campaign metrics
Open Rate	Percentage of emails opened	Bison tracking pixels
Reply Rate	Percentage of leads that replied	Bison conversation data
Interested Leads	Confirmed interested	Bison webhook (`is_interested=True`)
ROI	Revenue / cost ratio	`campaign_metrics` + `client_costs`

Analytics pages use calendar month (getCurrentMonth()) — not pipeline month
The month selector on Analytics means "show me activity from this month"
This is different from Overview which uses pipeline month (renewal month)

Important: Do NOT use the pipeline month selector for daily stats or email volume.

Go to Analytics in the sidebar
Select workspace and date range
Dashboard shows: email volume trends, campaign performance, lead conversion funnel
Revenue tab shows: per-client costs, ROI breakdown

The client_costs table tracks costs per workspace:

email_account_costs — email infrastructure
labor_costs — manual review time
other_costs — miscellaneous
total_costs — auto-generated column (sum of above three, never INSERT directly)

Symptom	Cause	Fix
Revenue shows $0	Cost data not entered for the workspace	Enter costs in Settings → Client Costs
Charts show no data for current month	Campaign metrics sync runs hourly	Wait for sync, or check Celery Workers module
Numbers don't match Bison dashboard	Sync lag or different date boundaries	Bison uses UTC, dashboard uses CST. Data syncs hourly

No specific alerts for analytics — it is read-only data derived from campaign and pipeline metrics.