Analytics
Last updated 13 October 2026
Every Money Alive Office account includes an Analytics section. It shows how your clients are getting on with the journeys you send, and produces a CSV report of all viewer activity.
Open it from Analytics in the menu on the left.
Overview
- Tabs: switch between Overview, Usage and Shared videos. Shared videos only shows if your firm can share Video Explainers.
- Filters: pick a system user to see only their clients, and a date range. The date range stays the same when you move between tabs.
- Totals: journeys sent, and how many clients started, completed and clicked a Next steps option. Below that: how many clients you've sent journeys to, which system user was last online, your most sent topic, and the credits you have left.
- Client report: downloads a CSV of every viewer's journeys, progress and status. It's also useful for tracking activity by system user.
Usage
- Date range: pick the period you want to see.
- Chart: journeys sent each month, split by box set. Your busiest month is shown at the top right, and the list beside the chart shows how many of each box set were sent in the period.
- Table: each box set, with how many clients were invited, started, completed and clicked a Next steps option.
Shared videos
If your firm shares Video Explainers with a public link, the Shared videos tab shows how often they're played. Plays of shared links are kept apart from client journeys, so they don't change the Overview or Usage numbers. See Sharing a Video Explainer.