Usage and Analytics provides comprehensive insights into how your team is using PG:AI, which accounts are receiving the most attention, and overall platform adoption metrics. Access detailed analytics to understand engagement patterns and measure the value PG:AI delivers to your sales process.

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What is Usage and Analytics?

Usage and Analytics consists of two main components that help administrators understand platform adoption and value:
  • Account Analytics: Track engagement metrics for all accounts added by your teams
  • User Analytics: Monitor individual and team-wide platform usage patterns
  • Activity Tracking: View detailed logs of all actions taken within the platform
Usage and Analytics helps you measure PG:AI adoption, identify power users, and correlate platform usage with sales pipeline success.

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Account Analytics

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Understanding Account Engagement

Account Analytics provides a comprehensive view of all accounts your teams have added to PG:AI, with detailed metrics to understand engagement levels:

Engagement Metrics

Total events, page views, active days, and unique user views per account

Timeline Data

Date added, last activity date, months since added, days since last activity

Account Details

Company industry, revenue category, employee count, and who added the account

Export Capabilities

Filter by date range and export all data to CSV for further analysis

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Key Metrics Explained

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User Analytics

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Analytics Overview Tab

The overview provides high-level usage metrics:
  • Credit Usage: Credits bought vs. credits used
  • Monthly Trends: Track month-over-month changes in:
    • Companies added
    • Custom insights created
    • Content groups generated

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User Analytics Table

Login counts may be lower than days active because users accessing PG:AI via shared email links don’t technically “log in” during those sessions.
Track individual user engagement with detailed metrics:
  • Login Count: Direct platform logins
  • Days Active: Total days with any platform activity
  • Companies Added: Number of accounts each user has added
  • AI Uses: Interactions with AI-powered features

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Activity Tracker

The Activity Tracker provides a detailed audit log of all platform actions:
  • Company additions
  • Custom insight creation
  • Content exports
  • AI feature usage
  • Configuration changes
Filter activities by date range to investigate specific periods or user behaviors.

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Using Analytics for Sales Intelligence

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Account Attribution Analysis

Use Account Analytics to:
  1. Identify which accounts receive the most team collaboration
  2. Correlate high-engagement accounts with pipeline success
  3. Find neglected accounts that need attention
  4. Measure time-to-engagement for new accounts

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User Adoption Tracking

Monitor platform adoption by:
  1. Identifying power users who can champion best practices
  2. Finding users who need additional training
  3. Tracking feature usage to understand what delivers value
  4. Measuring team-wide engagement trends

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Data Export and Integration

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CSV Export Capabilities

Both Account and User Analytics support CSV exports for:
  • Custom date range filtering
  • Integration with BI tools
  • Pipeline attribution analysis
  • ROI calculations
  • Team performance reviews

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Export Best Practices

1

Define Your Date Range

Filter data to relevant time periods before exporting
2

Export Complete Data

Include all available metrics for comprehensive analysis
3

Integrate with CRM

Match account data with your CRM for attribution analysis
4

Regular Reporting

Set up recurring exports for consistent performance tracking

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Quick Actions

View Account Analytics

Analyze engagement across all accounts

Check User Activity

Monitor individual and team usage patterns

Export Analytics Data

Download CSV reports for external analysis