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Analytics Gap: Daily Activity Isn’t Reflecting Actual Work in the Pipeline

I’m running into a consistent issue with tracking real production inside the system, and I’d like feedback or insight on whether there’s a better way to approach this—or if this is a feature gap. Here’s what’s happening in my workflow: I’ve moved a group of cold leads from connecting into inviting. Right now, I have 195 people sitting in that stage. These are not people ready for a presentation yet—I’m actively building rapport, having conversations, and working toward the point where it makes sense to show information. On a typical day: I may work through 20 people already in inviting (messages, follow-ups, rapport-building) I connect with 10 new people Out of those 10, maybe 5 engage and move into inviting So, in reality, I’ve worked 25 conversations that day. The issue is when I go into analytics, it only reflects movement in the pipeline (for example, the 5 people who moved stages). It does not reflect the 20 ongoing conversations I actively worked. So, the system shows I only worked 5 people… when I actually worked 25. Because of that, I’ve had to go back to pen and paper just to track: Who I spoke to What I said How many conversations I worked that day That defeats the purpose of having a system to measure production. What would make this more effective: Active Conversation Tracking If I log a note, comment, or activity under a contact, that should count toward an “active conversation” metric for the day. Daily Production Visibility Analytics should reflect not just pipeline movement, but also: Total conversations worked Total follow-ups completed Total contacts engaged that day Separation of Metrics Right now, pipeline movement and actual activity are blended. They need to be tracked separately: Movement = outcomes Activity = effort Both matter, especially in a relationship-based business.

Terri 16 days ago

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Feature Request

Personally created pipeline can be linked to appropriate personal library items

I love that we can create our own pipeline, such as one for onboarding. I do not like that I cannot link anything from my personal library to a step in my personally created pipeline. I am watching my upline attempt to keep track of where each of her personally sponsored people are in their own business growth journey. I want to make this easy on myself. I want to be able to look at the personally created pipeline and see exactly where each person is in their journey. I want to see who is how many away from any rank, how many people they have in their pipeline, which I have added based on them adding me to 3-way chats, etc. This would also benefit those who want to use SAGA for more than one business. Create a company specific pipeline with the preferred workflow and be able to link specific personal library items to the appropriate company pipeline. I’m sure there other scenarios where this would be beneficial…

Angie Taylor 30 days ago

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Feature Request