Compare like with like
Open Partner → Analytics, select the date range, and confirm which client accounts and workflows are included. Clients with different services, volumes, markets, or onboarding dates should not be treated as identical cohorts.
Open the evidence
Use the summary to find accounts that need attention, then enter the client workspace and inspect the underlying calls, messages, campaigns, contacts, or outcomes. Do not share one client’s private data with another.
If totals differ from a client dashboard, compare timezone, filters, attribution, and outcome timing before reporting a discrepancy.