InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline Automation > Sent Analytics > Download Report

Release Date: March 1, 2025​

With our latest update, you can now easily download a detailed Sent Automation Analytics report from the Pipeline Module. This report provides clear insights into how your automations are performing.

Use Case: Easily track engagement, measure effectiveness, and refine your automation strategies all with just a few clicks!

To View the Enhancement:
  • Navigate to the Pipeline Module and click on the three dots.
  • From the drop-down menu, select ‘Automation.’
  • Next, click on “Sent Analytics” to Proceed.
  • Filter the date for which you want to view the data.
  • Select a pipeline or multiple pipelines.
  • Click “Download.”
  • A CSV file containing the automation analytics report will be downloaded to your system based on the given date.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes