Contacts & Relationships
Contact Stats
Configurable counts of contacts by date fields, tags, and pipeline stages — your database health at a glance.
Why it matters
A CRM without visibility is a storage unit. Agents lose revenue when segments they care about are buried behind filters they never run. Contact Stats turns your database strategy into daily numbers — so nurture, reactivation, and pipeline review happen by habit, not quarterly guilt.
Purpose
Contact Stats lets you define the contact segments that matter most to your business — new leads this week, sellers in prep, past clients due for touch, sphere by last contact date — and display live counts on your dashboard. Each stat is clickable, opening the underlying contact list so you can act immediately. Configure multiple stats to match your C.O.R.E. Conversion and Retention priorities.
How it works in SAM
You define Contact Stats in widget settings — choose date fields, tag combinations, or pipeline stages — and SAM queries your contact database for live counts. Tap a stat to open the matching list, run bulk actions, or start a Routine on selected contacts.
Business goals it supports
- Keep key contact segments visible and actionable every day
- Measure pipeline and nurture cohorts without manual exports
- Reinforce consistent database hygiene and tagging discipline
- Connect Retention and Conversion goals to live counts
Key benefits
- Custom stats driven by date fields, tags, and stages
- Multiple configurable counters on one widget
- Click-through to filtered contact lists
- PDF export for planning sessions and team reviews
- Minimized indicators when counts exceed thresholds
Questions & answers
Common questions about this widget — why teams use it, what it measures, and how it fits your workflow.
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