Clari Groove Analytics

Apr 24, 2026
Knowledge

Created Date

10/11/2026, 7:39 AM

Last Published Date

4/24/2026, 1:02 PM

Article

Clari Groove Analytics

Clari Groove Analytics is split into 3 dashboards, with each dashboard containing metrics from a collection of modules. These dashboards provide a snapshot view into specific metrics. You can drill down into the data powering each dashboard. You can filter by team/user and time period.

1. Activity Analytics: Gain a clear overview of all rep activities, track and compare outcomes.

2. Flow Analytics: Obtain a 360 view of successful outcomes, discover the strategies behind top-performing reps, and trace success back to its origins for better win rates.

3. Success Analytics (Coming Soon): Visualize success and inefficiencies in each flow and drill down on every outcome.

Use Cases

When reviewing my team’s activities, I need to be able to see everything that has been completed and everything that is scheduled, no matter the source of the activity.
When drilling down on my team’s activities, I need to be able to access the content of the activity to capture my insights fully.
As an FLM, I want to see how my team is performing as a whole, so that I can understand and create benchmarks around performance.
When reviewing analytics for my team, I need to see them visualized so that I can more easily digest the information and focus my attention on what is most pressing.
When reviewing my team’s content, I need to understand what is working and not working.
As a leader, I want to see the value of opportunities that Groove has influenced in my organization so that I can see the value of the product.
As an FLM, I want to see what behaviors and actions are leading to positive outcomes so that I can effectively scale that to the rest of my team.

Below we cover each dashboard in Groove Analytics.

Activity Analytics

Activity Analytics is split into a few different sections that will provide an overview of all rep activities, both completed and scheduled, and create a path to track and compare outcomes.

Upcoming Activities: Understand what activities are scheduled over the chosen time period for the Team/Reps chosen. See an overview of scheduled actions, broken down by activity type and date within this section.

Upcoming activities are actions that are scheduled and currently active when visiting the analytics page. Future steps that are not active yet will not show up within the upcoming activities section.

Modules:

Upcoming activities [Drill down available]
Upcoming activities per rep

Overdue Activities: Understand what reps have actions that are overdue for over the chosen time period for the Team/User chosen.

Modules:

Overdue Activities [Drill down available]

Completed Activities: Overview of what activities have been completed the chosen time period for the Team/User chosen. See trend visualizations of completed activities, how Flow vs Non Flow activity breakdowns look and how each rep’s activity breakdown looks.

Modules:

Total completed activities
Activities completed by Flow vs Non-Flow
Total activities completed by type [Drill down available]
Activities completed per rep

Emails: Overview of what activities have been completed the chosen time period for the Team/User chosen. See trend visualizations of all components within email delivery and engagement, how template usage looks and a breakdown of personalization rates for templates.

Modules:

Email delivery: Overview of the email delivery, open, click, reply and bounce rates over the chosen time period for the chosen Team/User.
Email engagement [Drill down available]
Email templates
Template usage [Drill down available]

Flow Analytics

Flow Analytics will provide an overview of what’s working and not working within Flows. Refine execution, and help drive better outcomes. Identify the flows that drive the highest engagement and success, and spot inefficiencies in rep workflows.

Flow Summary: Get a top level view of how Flows are being used over the chosen time period for the Team/Reps chosen.

Opportunity Summary: Overview of what opportunities have been created and won based on Flow activities that were completed in chosen time period for the Team/User chosen.

Modules:

Opportunities Created [Drill down available]
Opportunities Won [Drill down available]

Flow Details: Detailed look into each Flow’s metrics. See engagement rates, completed steps, skipped steps, what steps are currently active or overdue and how many opportunities were created from each Flow.

Each flow has a drill down that will breakdown those same metrics at a step by step level.

Single Flow View: Full breakdown of each Flow’s metrics, broken down by Step, User, Account and People. View which reps have currently active or overdue steps, who is generating the most pipeline, and how well they are following the flow.

Metric Definitions

Upcoming Activities, Overdue Activities & Activities Completed

Metric	Definition
Action Title	Name of the Flow Step, Action, Email Subject, or Task title
Type	The type of action that was completed or scheduled: Email, Call, Task, Linkedin
Source	Source of Action: Flow, One Off, Sync, Space
Who	The Contact or Lead the action was logged to (If applicable)
Company	The Account the action was logged to (if applicable)
Managed By	The Groove User who the action was assigned to
Due Date	Date the Action is scheduled to be completed
Completed Date	Date the Action or Activity was completed

Emails

Metric	Definition
Email subject name	Subject line of email that was sent
Who	The Contact or Lead the email was logged to (If applicable)
Company	The Account the email was logged to (if applicable)
Owner (change to sender?)	The Groove User who sent the email
Opens	Number of opens the email received in the date range selected
Clicks	Number of clicks the email received (If applicable) in the date range selected
Replies	Number of replies the email received in the date range selected
Template	The name of the Template that was used for this email (If applicable)
Flow Name	The name of the Flow where this email came from (If applicable)

Flow Summary

Metric	Definition
Active Flows/Total Flows	Number of flows that have an Active status against the total number of flows available to the user's selected within scope.
People started in Flows	Number of people with Step Day Number 1 activity completed within the date range selected
Steps Completed	Total number of steps completed
People completed in Flows	Number of people who started and completed all steps within a flow in the date range selected
Skipped Steps	Number of steps that were skipped within a flow in the date range selected
Active Steps	Number of active steps within all flows available that were created within the date range selected
Overdue Steps	Number of overdue steps within all flows available that were created within the date range selected

Opportunity Summary

Metric	Definition
Opportunities created	Total number of opportunities created from Flow based on the steps that were completed in the date range selected
Total amount of opportunities created	Total value of opportunities created from Flow based on the steps that were completed in the date range selected
Opportunities Won	Total number of opportunities won from Flow based on the steps that were completed in the date range selected
Total amount of opportunities won	Total value of opportunties won from Flow based on the steps that were completed in the date range selected
Name	Name of opportunity
Owner	Owner of opportunity
Amount	Amount of opportunity
Stage	Current stage of opportunity
Flow name	Name of Flow where the opportunity was created from
Flow step	Name of Step where the opportunity was created from

Flow Details

Metric	Definition
Completed steps	Total number of completed steps in the date range selected
Active steps	Number of active steps of the specific flow that were created within the date range selected
Overdue steps	Number of overdue steps of the specific flow that were created within the date range selected
Skipped steps	Total number of skipped steps in the date range selected
People Added	Total number of people imported to a flow in the date range selected
Open rate	Average open rate of email steps that were completed in the date range selected
Click rate	Average click rate of email steps that were completed in the date range selected
Reply rate	Average reply rate of email steps that were completed in the date range selected
Opportunities created	Total number of opportunities created based on steps that were completed in the date range selected
Opportunities amount	Total value of opportunities created based on steps that were completed in the date range selected
Number of templates	Total number of templates used on a given step in the date range selected

Title

Clari Groove Analytics

URL Name

Clari-Groove-Analytics