The analytics section in FirstQuadrant is divided into two dashboards: the Pipeline Dashboard and the Campaigns Dashboard. You can switch between both views using the toggle at the top of the screen.

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Pipeline dashboard

The Pipeline Dashboard is the default view. It shows all major KPIs across your selected pipeline.

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Key metrics

  • Deals created: Total number of deals the AI has created across this pipeline.
  • Deals won: Number of deals marked as won.
  • Conversion rate: Calculated as (Deals won / Deals created) across the funnel stages.
  • Won value: Total value of deals marked as won.
  • Weighted value: The expected deal value across all open opportunities, weighted by probability.
  • Total value: The sum of all deal values, regardless of probability or deal stage.

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Pipeline funnel

A visual funnel displays deal progression through the following stages:

  • Contacted
  • Demo call
  • Negotiation
  • Won

This helps identify conversion rates and drop-offs at each step.

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Breakdown sections

  • Weighed value per owner: Expected pipeline value by each sales owner.
  • Won value per owner: Total value of deals marked as won, by owner.
  • Won per owner: Count of won deals per person.
  • Weighed value per company: Expected value by company.
  • Won per company: Companies for which deals were won and the respective values.

You can switch between different pipelines using the dropdown in the top navigation bar to compare across sales motions, product lines, or geographies.

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Campaigns dashboard

The Campaigns Dashboard provides visibility into outbound campaign performance, including email activity and deal outcomes.

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Campaign-level metrics

  • Sequences: Number of triggered email sequences.
  • Emails sent: Total emails sent across all sequences.
  • Deal creation rate: Percentage of sequences that led to a deal.
  • Deal win rate: Percentage of created deals marked as won.
  • Open rate: Average open rate across all sent emails.
  • Reply rate: Percentage of emails that received replies.
  • Click rate: Percentage of emails that led to link clicks.

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A/B testing

If you are running A/B tests on sequences, performance is shown for each variant:

  • Sent
  • Opened
  • Replied
  • Clicked
  • Deals created
  • Deals won

These results help you evaluate which sequence performs best.

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Additional breakdowns

  • Sequences per company: Which companies received the most outreach.
  • Replies per company: Which companies responded and how often.
  • Deals created per company: Tracks active opportunities created from sequences.
  • Deals won per company: Companies that resulted in closed-won deals.

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Notes

  • Data is updated in near real-time. A timestamp at the top-right of the screen shows the last refresh time.