Analytics Dashboard
The Analytics Dashboard gives you a practice-level view of how your clients are engaging with Policy Stack, how your practice is growing, and where to direct your attention.
Accessing the Dashboard
- Navigate to Analytics in the left sidebar of your advisor dashboard
- Select a date range using the range picker in the top-right — default is the last 30 days
- Review each section in order: Practice Summary, Client Engagement, and Growth Trends
Practice Summary
The top of the dashboard shows your current practice snapshot:
| Metric | Description | |--------|-------------| | Active Clients | Clients with at least one login in the selected period | | Total Seated Clients | All clients connected to your practice | | Avg. Engagement Score | Mean engagement score across all active clients (see Engagement Scoring) | | New Clients This Period | Clients who accepted your invite during the selected range |
All metrics in the Analytics Dashboard reflect activity from clients who have explicitly connected to your practice. Clients who registered independently and were later linked are included once the connection is established.
Client Engagement Section
This section breaks down activity across your client base:
- Login frequency — how often clients are logging in
- Features used — which areas of Policy Stack each client has interacted with (policies, deployments, tools)
- Snapshot activity — whether clients are recording policy snapshots regularly
- AI usage — how often clients are using AI Chat (Builder Pro clients only)
Each client row is clickable and opens the individual client detail view.
Growth Trends
The Growth Trends panel shows month-over-month changes in:
- Seated clients — total client count over time
- Active clients — how many clients are regularly engaging
- Consultation requests received — inquiries from your public profile
Use the growth trend chart alongside your practice goals (see Practice Goals) to track progress toward your targets over time.
Exporting Analytics Data
You can export the current dashboard view as a CSV or PDF:
- Click the Export button in the top-right of the Analytics Dashboard
- Select CSV (raw data) or PDF (formatted report)
- Download the file — it reflects the currently selected date range and filters