Workflow analytics

Every active workflow has four tabs. This page explains what each one shows and how to read the numbers.

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Overview tab

The Overview tab gives you the top-level health of the workflow at a glance.

Enrollment counts

Card	What it shows
Completed	Contacts who have reached the End node and finished the sequence
Active	Contacts currently mid-sequence — waiting on a delay, waiting for a step to execute
Failed	Contacts whose enrollment encountered an error and could not continue

The total enrolled count (the sum of all statuses) appears in the workflow header.

Budget progress

If the workflow has a budget set, the Overview tab shows a progress bar with messages sent against the cap. When the cap is reached, new enrollments pause and a banner appears — raise the cap to resume them.

Workflow details

The details panel shows key timestamps: when the workflow was created, when it was activated, and (if applicable) when it completed.

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Enrollments tab

The Enrollments tab shows a row per enrolled contact.

Column	What it shows
Contact	Name and email address of the enrolled contact
Status	Current enrollment status (see below)
Current Step	The step the contact is waiting at or currently executing
Enrolled	When the contact entered the workflow

Enrollment statuses

Status	Meaning
Active	Mid-sequence — at least one step still to execute
Paused	Frozen — the workflow was paused while this contact was in progress
Completed	Reached the End node successfully
Exited	Removed from the workflow before completion (manually exited)
Failed	Encountered an error that prevented the enrollment from continuing

You can select active or paused enrollments and exit them in bulk using the checkbox column.

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Step Graph tab

The Step Graph tab shows a read-only view of the workflow’s step graph with per-step execution counts overlaid on each node. Use it to see at a glance where contacts are accumulating or dropping off — for example, a Delay node with a large count simply means contacts are waiting there, while a high Failed count on a Send node points to a delivery problem.

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Analytics tab

The Analytics tab has six sections covering email engagement and enrollment flow.

Email engagement metrics

Eight stat cards across the top:

Metric	What it measures
Sent	Total email sends attempted across all Send steps
Delivered	Emails accepted by the recipient’s mail server
Bounced	Emails rejected by the recipient’s mail server
Failed	Sends that could not be dispatched (delivery infrastructure error)
Open Rate	Percentage of delivered emails opened at least once, with unique open count
Click Rate	Percentage of delivered emails where at least one link was clicked, with unique click count
CTOR	Click-to-open rate — clicks as a percentage of opens. Higher is better for link relevance.
Unsubscribed	Recipients who unsubscribed via the email’s unsubscribe link

Engagement over time

An area chart showing how opens and clicks have accumulated since the workflow was activated. Useful for spotting when a send step fired (a sharp rise) or whether engagement is declining in longer sequences.

Per-step email engagement

A table breaking down opens, clicks, and other engagement by individual Send step. Use this to compare which step in your sequence is performing best — for example, your follow-up email may have a higher open rate than the welcome email because it only goes to disengaged contacts.

Enrollment funnel

A horizontal bar chart showing how many contacts are in each enrollment state:

Bar	What it represents
Enrolled	Total contacts who have ever entered the workflow
Active	Currently mid-sequence
Completed	Finished the full sequence
Exited	Manually removed before completion
Failed	Stopped by an error

Completion rate

A single percentage: completed enrollments divided by total enrollments. A low completion rate in a long sequence is normal if many contacts are still Active; a low completion rate in a short sequence with few Active contacts suggests failures worth investigating in the per-step table.

Per-step execution metrics

A table with one row per step:

Column	What it shows
Executions	Total times this step has been reached
Completed	Executions that finished successfully
Failed	Executions that errored
Skipped	Executions that were bypassed (e.g. a Condition branch that wasn’t taken)
Avg Duration	Mean time to complete the step — most relevant for Send steps (delivery latency) and Delay steps (configured wait time)

Link performance

A table of every tracked link that appeared in any Send step’s email template, with total clicks and unique clicks. Use it to see which links in your emails are drawing the most attention.

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What’s next

You want to…	Go to
Build your first workflow end-to-end	Build your first workflow
Understand triggers and step types	What is Workflows
See transactional email send history	Send history