Usage Metrics Dashboard

The Usage Metrics dashboard helps you track adoption and engagement in Centralize across your team. Use these reports to understand active usage trends, who is engaging, and key workflow signals like contact creation, phone number requests, intro requests, and account activations.

Contents

• Reports

• Tips

• Need help?

Reports

Each report below can be drilled into for detail, and all support CSV export for further analysis.

Active Users

Use this report to see how many daily, weekly, and monthly active users you have across your organization. Activity counts as at least one page view within that time frame (including a login). Drill down to see exactly which teammates are active.

📹 Walkthrough: Reporting: Active Users

User Activity

Use this report to understand who is logging in and using Centralize. This makes it easier to see which teammates are leaning in and who might need coaching to get the most value from Centralize.

The report shows total logged-in users, last login date, and last high-value action (e.g., adding or syncing contacts, editing notes, managing org charts, requesting intros, configuring integrations) — sortable ascending or descending.

📹 Walkthrough: Reporting: User Activity

Contacts Added

Use this report to understand how many net-new contacts reps are finding and enriching via Centralize. This can be a proxy for how much multi-threading reps are doing into new stakeholders.

Contacts are broken down by source: manual entry, suggested contacts, and the LinkedIn Chrome Extension. Drill down to see the date added, contact name, account, contributing rep, persona, and source.

📹 Walkthrough: Reporting: Contacts Added

Phone Numbers Requested

Use this report to understand how many net-new phone numbers Centralize is surfacing for your reps. Drill down to see the date discovered, contact name, account, phone number, and requesting rep.

📹 Walkthrough: Export Phone Number Lookup Data as CSV

Intro Request Funnel

Use this report to understand how many warm introduction requests your team is making. This can help you understand how the team is leveraging the company's network.

The report tracks requests created, accepted, and closed. Drill down to see the requesting rep, target contact, connecting contact, account, and status.

📹 Walkthrough: Reporting: Intro Request Funnel

Account Activations

Use this report to understand how many accounts the team is actively leveraging Centralize for, and how this changes month over month. Activation patterns often vary by role — for example, SDRs tend to activate accounts consistently, while other roles may show more periodic spikes.

📹 Walkthrough: Account Activations Reporting Walkthrough

Need help?

If you're having trouble reading or exporting a usage metrics report, contact support@usecentralize.com for assistance.