> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Insights

> Understand your outreach activity and results.

## Overview

Available only on Pro and Business plans.

Insights brings together reports on prospecting, outreach, intent signals, and
pipeline. Use it to compare activity over time, identify where follow-up is
needed, and inspect the records behind a result.

Hover over **Insights** in the navigation and choose a dashboard. Each guide
explains its metrics and plan availability:

| Question | Dashboard |
| - | - |
| Are plays finding people at our target accounts? | [Prospecting](https://docs.unifygtm.com/reference/insights/prospecting.md) |
| How much email are we sending, and what happens to it? | [Emails sent](https://docs.unifygtm.com/reference/insights/emails-sent.md) |
| How are people responding to our outreach? | [Replies](https://docs.unifygtm.com/reference/insights/replies.md) |
| Is queued email exceeding our sending capacity? | [Email backlog](https://docs.unifygtm.com/reference/insights/email-backlog.md) |
| How are calls turning into conversations and meetings? | [Call analytics](https://docs.unifygtm.com/reference/insights/call-analytics.md) |
| What website activity and other signals are we seeing? | [Intent signals](https://docs.unifygtm.com/reference/insights/intent-signals.md) |
| Which opportunities are attributed to Unify activity? | [Pipeline generated](https://docs.unifygtm.com/reference/insights/pipeline-generated.md) |

## Read a dashboard

Start with the date range in the upper-right corner. Choose a preset or, where
available, select a custom start and end date. The displayed time zone determines
the calendar dates in the report. Use the interval selector to group chart points
by day, week, or another available interval.

Each dashboard uses the date relevant to its activity, such as the send date for
email or the CRM creation date for opportunities. Check the metric definitions
when comparing reports. A reply rate, a count of sent emails, and an opportunity total
measure different parts of the outreach process.

Use **Pivot by** to break charts down by a dimension such as play or sequence.
Some dashboards show groups together, while others ask you to select a group.
Table filters and search controls apply to the records below the charts. The
dashboard's guide explains filters that also affect its metrics.

## Inspect and export records

Below the charts, use the table to review individual records. Search for a record,
change its sort order, and use **Columns** to choose the information you need.
Where a row includes a record or email, open it to inspect the underlying details.

Where available, use **Export** to download the dashboard's CSV report.
Unify prepares the export in the background and downloads a ZIP containing
the CSV when it is ready. Completed exports remain available from the dashboard
for 24 hours.

If recent activity has not appeared, use the refresh button beside the date
controls. Reporting data can take time to update after the underlying activity.


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