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Usage Statistics

Track your organization's usage of Expedify features, monitor limits, and optimize your subscription.

Overview Dashboard

View key usage metrics at a glance:

  • Active Users: Monthly active users count
  • Storage Used: Data storage consumption
  • API Calls: Monthly API request count
  • Workflows Executed: Monthly workflow runs
  • Emails Sent: Campaign emails delivered
  • WhatsApp Messages: Messages sent via WhatsApp

Usage Categories

User Activity

  • Active Users: Users who logged in this month
  • Inactive Users: Users who haven't logged in recently
  • Login Frequency: Average logins per user
  • Session Duration: Average time spent in platform
  • Feature Usage: Which features users access most

CRM Usage

  • Total Contacts: Number of contact records
  • New Contacts: Contacts added this month
  • Total Companies: Company records count
  • Total Deals: Deals in pipeline
  • Tasks Created: Tasks added this month

Campaign Activity

  • Emails Sent: Total emails delivered
  • Email Opens: Open rate metrics
  • Email Clicks: Click-through rates
  • WhatsApp Sent: WhatsApp messages delivered
  • SMS Sent: Text messages sent

Workflow Execution

  • Total Executions: Workflow runs this month
  • Success Rate: Percentage of successful runs
  • Failed Executions: Number of failures
  • Average Duration: Time per workflow run
  • Most Used Workflows: Top 10 workflows by runs

API Usage

  • Total Requests: Monthly API calls
  • Requests by Endpoint: Usage breakdown
  • Average Response Time: API performance
  • Error Rate: Failed requests percentage
  • Top API Keys: Usage by API key

Storage Metrics

  • Total Storage: GB used across all data
  • Contacts Storage: Contact data size
  • Files Storage: Uploaded files size
  • Attachments: Email/chat attachments
  • Backups: Backup data size

Integration Usage

  • Active Integrations: Connected services
  • Integration Calls: API calls to integrations
  • Email Provider: Emails via each provider
  • WhatsApp Provider: Messages via each BSP
  • Calendar Sync: Calendar events synced

Plan Limits & Quotas

Monitor usage against your plan limits:

Current Plan

  • Plan Name: Your subscription tier
  • Billing Cycle: Monthly/Annual
  • Renewal Date: Next billing date
  • Plan Status: Active/Trial/Expired

Limits Monitoring

ResourceUsedLimit% Used
Contacts5,00010,00050%
Storage2.5 GB10 GB25%
API Calls4501,000/hr45%
Workflows8,00010,000/mo80%
Emails7,50010,000/mo75%

Alerts

  • Yellow Warning: 75% of limit reached
  • Red Alert: 90% of limit reached
  • Exceeded: Over limit - action needed

View usage trends over time:

Time Periods

  • Last 7 Days: Recent activity
  • Last 30 Days: Monthly trends
  • Last 90 Days: Quarterly overview
  • Last 12 Months: Annual analysis
  • Custom Range: Select date range

Trend Charts

  • User Growth: Active users over time
  • CRM Growth: Contacts/companies added
  • Campaign Volume: Emails/WhatsApp sent
  • Workflow Activity: Executions per day
  • API Usage: Requests over time

Team Usage Breakdown

See usage by team or user:

By Team

  • Sales Team: CRM and campaign usage
  • Marketing Team: Campaign and workflow usage
  • Support Team: Ticket and task usage
  • Operations: Admin and integration usage

By User

  • Top Users: Most active team members
  • Feature Usage: Features used per user
  • Workflows Created: Workflows by creator
  • API Keys: Usage by API key owner

Export Reports

Download usage data for analysis:

Report Types

  • User Activity Report: Login and feature usage
  • CRM Usage Report: Contacts, companies, deals
  • Campaign Report: Email/WhatsApp analytics
  • Workflow Report: Execution logs
  • API Report: API call logs
  • Billing Report: Usage for billing period

Export Formats

  • CSV: Import into Excel/Sheets
  • PDF: Shareable summary report
  • JSON: Raw data for analysis

Scheduling

  • One-Time: Download now
  • Daily: Email report every day
  • Weekly: Email report every Monday
  • Monthly: Email on 1st of month

Usage Optimization

Tips to optimize your usage:

Reduce API Calls

  • Use webhooks instead of polling
  • Cache frequently accessed data
  • Batch operations when possible
  • Implement smart rate limiting

Manage Storage

  • Archive old contacts/deals
  • Delete unused files
  • Compress attachments
  • Clean up duplicate records

Optimize Workflows

  • Review failed executions
  • Optimize long-running workflows
  • Consolidate similar workflows
  • Use conditional logic to reduce runs

Email Efficiency

  • Clean email lists regularly
  • Segment audiences for targeting
  • Use email templates
  • Monitor bounce/spam rates

Plan Upgrade Recommendations

Based on your usage, we may recommend:

Approaching Limits

"Your contact limit is at 85%"

  • Upgrade to Professional plan (50,000 contacts)
  • Add contact pack (additional 10,000)
  • Archive inactive contacts

Frequent Overages

"You've exceeded API limits 3 times this month"

  • Upgrade to higher tier
  • Purchase add-on pack
  • Optimize API usage

Growth Trajectory

"Your usage is growing 20% monthly"

  • Consider annual plan for savings
  • Upgrade now to avoid interruption
  • Take advantage of growth discounts

Alerts & Notifications

Set up usage alerts:

Alert Triggers

  • 75% of Limit: Yellow warning
  • 90% of Limit: Orange alert
  • 100% of Limit: Red critical alert
  • Overage: Exceeded limit notification

Notification Channels

  • Email: Send to admins/owners
  • In-App: Dashboard notification
  • Slack: Post to Slack channel
  • Webhook: Trigger custom webhook

Best Practices

  1. Monitor Weekly: Check usage every week
  2. Set Alerts: Get notified before hitting limits
  3. Review Trends: Analyze monthly trends
  4. Plan Ahead: Upgrade before hitting limits
  5. Optimize Usage: Follow optimization tips
  6. Archive Old Data: Keep active data lean
  7. Review Integrations: Disable unused integrations
  8. Clean Up: Remove inactive users and workflows

Troubleshooting

Usage seems incorrect?

  • Refresh the page for latest data
  • Check selected date range
  • Wait for next sync (every 15 minutes)
  • Contact support if persists

Approaching limits?

  • Review optimization tips above
  • Consider plan upgrade
  • Archive/delete unused data
  • Reduce API polling frequency

Need more resources?

  • Visit SettingsBilling to upgrade
  • Purchase add-on packs for specific resources
  • Contact sales for custom enterprise plans

Support

Need help understanding your usage? Contact us through SettingsSupport.

Next Steps

  1. Review Current Usage - Check your metrics
  2. Set Up Alerts - Get notified of limits
  3. Optimize Usage - Follow best practices
  4. Plan Upgrade - If approaching limits
  5. Export Reports - For analysis and records

Monitor wisely and grow efficiently!