Analytics Dashboard

Client Engagement Section

This section breaks down activity across your client base:

• Login frequency — how often clients are logging in
• Features used — which areas of Policy Stack each client has interacted with (policies, deployments, tools)
• Snapshot activity — whether clients are recording policy snapshots regularly
• AI usage — how often clients are using AI Chat (Builder Pro clients only)

Each client row is clickable and opens the individual client detail view.

Growth Trends

The Growth Trends panel shows month-over-month changes in:

• Seated clients — total client count over time
• Active clients — how many clients are regularly engaging
• Consultation requests received — inquiries from your public profile

Exporting Analytics Data

You can export the current dashboard view as a CSV or PDF:

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.