Insights Across Workspaces — Docs

Reports show one workspace. If you run several sites on one account, Account → Insights adds them all up: how many people are on all your lists, how much of this month's email allowance has gone, how many automations are live, and whether deliverability is healthy across the board — with the workspace responsible named when it is not.

Nothing here is a snapshot. Every figure is derived when the page loads from the same records the rest of SendBeam uses, so Insights can never disagree with a workspace's own Reports.

Where to find it

Open the account name at the foot of the sidebar and choose the Insights tab, or go straight to /settings/insights. Once your account has more than one workspace it also appears in the sidebar under Insights → All workspaces. Only workspace admins can see it, because it includes the contacts and sending of every workspace on the account.

With a single workspace the page still works — the figures are simply the same as that workspace's Reports — and it explains that adding another workspace under Account → Workspaces is what unlocks the side-by-side comparison.

The pooled figures

Workspaces — how many the account owns.
Contacts — subscribed contacts across the account, counted the way your plan's contact limit is: a person on two workspaces counts once.
Emails this month — messages sent this billing month by every workspace, against the plan's monthly allowance. This is the same meter as Billing & Plans.
Live automations — automations currently active across every workspace.

Deliverability across workspaces

The Deliverability panel shows the account's bounce rate and complaint rate over the last 30 days, from every message sent by every workspace — campaigns, automations and the API alike. These are the exact rates SendBeam's sending guardrail measures when it decides whether a workspace's sending should be paused, so the number you read here is the number that matters.

The panel gives the account one of five bands:

Good — both rates are where they should be everywhere.
Watch — a rate is higher than we like, in one workspace or pooled across several. Sending continues; it is the moment to look at list quality and the opt-in route.
At risk — a workspace's rate is at the level where sending gets paused.
Paused — sending is already paused in at least one workspace, which is named.
Not enough data — too little has been sent in the last 30 days for a rate to mean anything.

The pooled rates weight each workspace by how much it sends, so a busy workspace with a clean list is not dragged down by a small one that bounces. That also means a small noisy workspace can hide inside a healthy average — which is why the band is only ever as good as the worst individual workspace, and why the sentence under it names that workspace.

Contact growth and sending

Contact growth plots the total number of contacts across the account for each of the last 90 days, from when each contact was created. The vertical axis runs from the count at the start of the period to today's count rather than from zero, so a large list that gained a few hundred still shows the shape of the change; both ends of the axis are printed. Archived contacts are left out, like everywhere else in the app.

Sending shows messages per week for the last eight weeks across every workspace. Hover a week to see its bounce and complaint rates alongside the volume — a rate on its own hides how much mail it was measured on.

The by-workspace table

Every workspace on the account, worst deliverability first, with its contacts, the contacts it added in the last 90 days, its emails this month, what it sent in the last 30 days, its two rates and its band. Rates show as a dash until a workspace has sent enough for them to be meaningful.

Open reports switches you into that workspace and opens its own Reports page, so you can go from "this one is dragging the average down" to the campaign responsible in one step. It needs a seat in that workspace; a workspace you are not a member of is listed but not linked.