February 18, 2026

Analytics — Leaderboard & Trend Analysis

See how your team is performing — and whether they're trending up or down.

Period-over-period comparison

The Leaderboard now compares rep activity in the current period against the prior equivalent, so managers can spot momentum or slowdowns before they turn into a problem. Whether you're looking at a week, month, or custom range, you'll see at a glance who's accelerating and who might need support.

Meeting Attribution upgrades

Meeting credit now breaks into three clear categories: Direct (Regie touched a meeting attendee), Indirect (Regie touched someone else at the account), and Not Attributed (no valid first-meeting signal). You'll know exactly where Regie is driving pipeline — and where meetings are happening outside of Regie's influence.

"Not Attributed" meetings are now visible in the Meetings Booked chart and results table, and can be filtered directly from the Attribution page.

Pipeline visualization

Pipeline created is now visualized with a Direct vs. Indirect split, along with trend over time — giving managers a clear view of how Regie-influenced pipeline is building period over period.

CSV export

Meeting and opportunity data can now be exported from the Attribution page for external analysis or sharing with stakeholders.

Fixes
Analytics

Fixed integration users incorrectly appearing under the Organizer field

Analytics

Fixed meeting organizer names appearing broken in the Attribution tab

UX

Fixed account names not being clickable in Attribution views

Analytics

Fixed meeting organizers displaying as Unknown

Analytics

Corrected Meeting Conversion metric calculation on Team Activities dashboard

Analytics

Updated Calls metric logic for accuracy

Analytics

Updated Total Activities metric to properly include all relevant activity types

Improvements
UX

Added tooltips across the Team Activities dashboard and Attribution page to clarify metric definitions

Analytics

Meetings Booked card on the Admin Homepage now displays total meetings including both Attributed and Not Attributed

Analytics

Opportunities created and Pipeline created are now combined into a single card on the Admin Homepage

UX

Improved display of meeting attendee information — prospect name and job title now shown

Analytics

Manual and one-off emails are now reflected in analytics views

Analytics

Dialer meetings can now be filtered separately via the Meeting Source filter