Accessing Contact Analytics
Navigate to the Analytics menu on the left-hand side
Click on Contacts
Understanding the Dashboard
The Contacts dashboard has two tabs at the top and filters to help you organise and find contacts.
Tab 1: Contacts with Project, Customer and Address Links
This detailed table shows contacts with direct links to their associated records. Each column provides:
Created at day - Date the contact was created
Contact type - Customer, Site Access, or Supplier
Contact name - Full name of the contact
Contact email - Email address
Contact phone - Phone number
Contact description - Role or description (e.g., "Managing Director")
Customer name - Linked customer name
Customer url - Direct link to the customer record
Customer tags - Tags applied to the customer
Project reference - Project reference number
Project url - Direct link to the project
Project pipeline - Pipeline the project is in (e.g., "Solar", "Heat Pumps", "Boilers")
Project pipeline stage - Current stage (e.g., "Proposal accepted", "Invoiced", "Complete - Fully paid")
Project tags - Tags on the project (e.g., "Survey booked", "ASHP", "install, solar")
Address 1 / Address 2 - Linked address details
City - City name
Postcode - Postcode
Important: A contact may appear in multiple rows if they're linked to multiple projects or customers. For example, if Joe is linked to several projects, he will appear once per project.
Understanding Contact Types
Use the Contact type filter to view specific contact types:
Customer - Contacts linked to a customer record (e.g., billing contacts). A customer can be an organisation or an individual with multiple contacts underneath.
Site Access - Contacts designated for site access purposes
Supplier - Supplier contacts, often linked through purchase orders to specific projects and addresses. If there's an intent to order materials to a project, customer, or address, you'll see them here.
Tab 2: One Row Per Contact
Click on the One row per contact tab to see a simplified summary view showing each contact exactly once:
Created at day - Date the contact was created
Contact type - Customer, Site Access, or Supplier
Contact name - Full name
Contact email - Email address
Contact phone - Phone number
Contact description - Role or description
Count of Contacts - Always 1 (one row per contact)
Customer Contacts - Number of customer relationships
Site Access Contacts - Number of site access relationships
Supplier Contacts - Number of supplier relationships
This view is useful for:
Finding a specific contact by email, phone, or name
Getting visibility of all contacts across Payaca
Seeing how many customer or supplier relationships each contact has
Using Filters
Apply filters at the top of the dashboard to narrow your results:
Filter by contact type (Customer, Site Access, Supplier)
Filter by pipeline to find contacts in specific workflows
Search by email, phone, or contact name
Filter by tags to find tagged contacts
Exporting Your Data
Click the download button in the top right corner to export your data. This is useful for:
Extracting filtered data for marketing tools
Exporting all contact data for external use
Filtering by specific pipelines before exporting