Tour the Home screen (KPI overview)

Home sums up your whole space on one screen. For the range you pick, it tells you how many people opened your documents, how many contacts you captured, which documents are landing, and where viewers came from — without opening documents one by one.

What you can do here

• See your status on one page — viewer and contact KPIs at a glance, by date range.
• Track contacts and referrers — see where viewers came from and who left their details.
• Find the right document fast — sort by recently added, version update, or recently viewed.
• Catch what you missed — notices for stale documents and unchecked contacts flag the follow-up.

Log in and you land on the screen reached from the Space menu in the sidebar. Admins and members enter the same layout, but the range of documents, KPIs, and notifications on it depends on folder access. A space admin sees figures across the whole space, minus other members’ personal root folders. A non-admin member sees a narrower range: the documents in folders they can access, plus their own personal documents. Documents in folders a member cannot reach, along with their owner details, never appear on that member’s screen.

The full Home screen — date filter, summary headline, KPIs, space documents

Right after sign-up, Home is not empty — it is filled with sample documents and sample engagement records. Clear them in one click with Delete sample docs in the header; documents you uploaded yourself stay. Curious about the whole sidebar layout? See Get started with FeatPaper.

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How the screen is laid out

Top to bottom, the screen runs date filter → summary headline → KPIs → space documents → contacts and sources → notifications, with a floating PDF-upload button always at the bottom. On Starter the date range is locked to the last 7 days, and if there is more data from before that window, a notice appears at the bottom of the contacts and sources cards.

1. Date filter

Click the date button at the top right to change the range. On paid plans the default is Last 30 days.

Option	What it does
Last 7 days	The last 7 days, today included
Last 30 days	The last 30 days, today included (default on paid plans)
Custom	Pick a start date on the calendar, then an end date, to set the range yourself

On Starter the range is always locked to the last 7 days. Pressing the Last 30 days preset, or picking a date earlier than 7 days back, leaves the range unchanged and opens an upgrade dialog instead. On Pro and above you can pick any range you like.

Date filter buttons — Last 7 days / Last 30 days / Custom

Change the range and the summary headline, KPIs, document sort results, contacts, and sources all recalculate for it. The notifications section is the exception — it always shows the latest data, regardless of the date filter.

Custom lets you pick a range as far back as a year ago, but there is a server-side cap on how far back aggregation actually goes. Query too old a range and you may get results that cover only a recent slice, and the screen does not mark whether it was truncated. If an old range comes back lower than expected, this is often why.

For Last 7 days / Last 30 days, “today” is calculated in each person’s local browser time zone. Two teammates in different time zones can press the same preset and end up querying date ranges a day apart.

2. Summary headline

A one-line summary, generated from your period stats, appears in bold with a yellow AI badge beside it. The wording changes with the situation.

• Nothing shared yet — it asks you to upload your first PDF and share the link.
• Documents shared but no views in this period — it suggests re-sharing the links of the documents you have out.
• Views but no contacts yet — it gives the viewer count and suggests turning on a lead form.
• Views and contacts both present — it gives both counts, and appends the top referrer when there is one.
• On Starter with hidden viewers before the 7-day window — it leads with the hidden viewer count and notes that Pro opens the full history.

On Starter the range is always the last 7 days, so the headline is phrased around the last 7 days rather than “this period.”

This AI badge is not the sidebar’s AI Analytics feature, which answers free-form questions. The headline is generated from the selected period’s stats. Hover the badge and you see “Summary generated from your period stats.”

3. The three KPIs

Three numbers sit side by side below the headline. All three count people, so the same person opening a document several times in the range still counts once.

KPI	What the screen says
Unique viewers	The number of unique people who opened your documents. Repeat visits by the same person count once.
Anonymous viewers	People whose contact info is not identified. They are included in unique viewers.
Email leads	People who submitted contact info such as email or phone through the lead form. The same person counts once even across several submissions.

Identity is matched on email, with case and spaces ignored, and on phone number, compared by digits only. Viewers with no email or phone at all are distinguished by browser and device, so one person using two devices can appear as two viewers.

Numbers under 10 show as two digits like 03, and numbers over 1,000 are abbreviated like 1.2K. While heavy engagement data is still being aggregated in the background, the number shows a faint shimmer.

This screen does not cache its results, so a view or a contact that just happened shows up right away. Keep in mind that Home totals the whole space by unique viewers for the period, while document analytics counts per document (link). That difference in aggregation can make the two screens show different numbers.

In spaces with very heavy engagement data, not everything can be loaded, and a notice appears reading “Some documents have more traffic than could be loaded — totals may be undercounted.” When you see it, the KPI totals are lower than the real figures.

Summary headline and the three KPIs — unique viewers, anonymous viewers, email leads

4. Space documents

The Space documents section shows the documents you shared most recently, for the selected range.

Recently added

Sorted by newly added within the period.

Version update

Only documents with a new version uploaded in the period, newest first.

Recently viewed

Documents opened in the period, sorted by most recently viewed.

By default it is a carousel — 4 cards on desktop, 2 on mobile, with arrows on either side. Click Show all on the right to lay them out in a grid, up to 10, and Collapse to go back. If no documents match the period, you see a notice instead.

Each card shows a thumbnail, an owner avatar at the bottom-left (hover for the email), the document name, and the added date. The more menu — edit, duplicate, move, delete — appears only on documents you own. Click a card to open that document’s document analytics. Cards for documents other teammates uploaded appear only for folders you can access, and owner emails show only within that range.

Space documents section — sort tabs and the document card carousel

5. Contacts and sources

Two cards sit side by side.

Leads

Under the subtitle Recently captured leads, this shows up to 5 people who left contact details through a lead form in the selected range. Each row pairs the details they left with the document they opened, and clicking it jumps to that document’s analytics. With no contacts in the period, faded sample rows appear instead and are not clickable.

Sources

Shows where viewers come from, as chips, up to 5. Use the dropdown at the top right to switch between Referrer / OS / Browser / Country. With no engagement in the period, faded samples appear.

Sources are totalled by domain, not by full URL. Views arriving from different pages of the same site collapse into one row. A view with no referrer information is labeled direct visits.

Leads card — the list of recently captured leads

Sources card — switch between referrer, OS, browser, and country

6. Hidden data notice on Starter

On a Starter space the range is always locked to the last 7 days. There is no banner at the top of the screen. Instead, when there is more data from before that window, a notice with a lock icon appears at the bottom of the Leads and Sources cards.

• Bottom of the Leads card — if contacts arrived before the last 7 days, it gives the additional count that is not already shown on screen.
• Bottom of the Sources card — it only notes that more traffic data exists from before the last 7 days, with no specific count.

Click the notice and an upgrade dialog opens. It lists what upgrading unlocks — all viewers, all leads, pages of interest, and referrers — and the upgrade button opens the plan selection screen.

Starter still shows view counts and summary metrics with no time limit. The 7-day window applies to per-viewer detail. On Pro and above, neither the range restriction nor this hidden-data notice appears. See Compare plans and pricing for the full difference.

7. Notifications

Stay updated on document and lead activity. This section shows up to 3 recent notices. If a document has not been updated in over three months, a notice appears with the document’s tag, and clicking the tag opens that document’s analytics. If unchecked contacts are piling up, it tells you how many. When a viewer’s interest level shifts, an interest-change notice can appear, and clicking it opens that document’s Viewers tab on the interest-changes view. When there is nothing to show, a pinned notice introducing CRM integration takes its place and opens Settings when clicked.

The notification scope follows folder access, exactly like documents and KPIs. Admins are computed across the whole space, members against the documents they can access, so notices for documents outside their access never appear.

There is no way to mark a notification as read or dismiss it. Until the underlying condition clears — you update the document behind it, or check the contacts — the same notice keeps showing every time you return to the screen.

Notifications section — document and lead activity updates

8. Upload a PDF (floating button)

An Upload PDF button always floats at the bottom-center of the screen. Click it to open the file picker, then pick a PDF and it uploads straight into the top-level (root) folder of My Documents. Dragging a PDF onto any other part of the screen uploads it the same way.

Uploads are checked against a monthly upload count — Starter 10, Pro 30, Business 30 per seat, counting new documents and version updates together — as well as a file size limit. Go over either and an upgrade prompt opens instead of the upload. See Upload documents.

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Ways to use this

Home earns its keep less as a “what happened” screen and more as a “who do I contact today” screen. Nothing here is cached, so views and contacts from last night or this morning are already on it.

Decide today’s outreach list from Home alone

• Situation — you do not want to open documents one at a time; you want to start with whoever reacted yesterday.
• Setup — leave the date filter on Last 7 days, read the up-to-5 people in the Leads card, then click a row to land on the Viewers tab of that document’s document analytics and check their interest level.
• What you get — each lead row pairs the details someone left with the document they opened, so the name alone tells you which material to open the conversation with. Starter is locked to the last 7 days, which fits this routine exactly; on Pro and above the default is 30 days, so narrow it to 7.

Catch the follow-ups that slipped past you

• Situation — contacts keep arriving and some of them never get looked at.
• Setup — read the Notifications section at the bottom of the screen (up to 3 items). Unchecked contact counts, documents untouched for more than three months, and viewer interest changes all collect there.
• What you get — notifications have no read state, so they stay until the underlying condition clears. Skipping one today does not lose it, and clicking an interest-change notice jumps straight to the interest changes on that document’s Viewers tab.

See which channel actually brings people in

• Situation — the same overview link is posted in email, on your site, and on social, and you cannot tell which one is working.
• Setup — leave the dropdown at the top right of the Sources card on Referrer and step through date ranges. Switch to OS · Browser · Country when you need the other cuts.
• What you get — referrers are totalled by domain rather than full URL, so each channel reads as one row and comparisons hold up. Reads opened straight from a mail app or a messenger carry no referrer and gather under direct visits.

Opening documents one at a time answers “how many people read this document” but never “who should I contact today.” Home totals the whole space per person, so you pick the person first and open their document second.

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Button and shortcut reference

The buttons and actions people reach for most on this screen.

Button / element	Where	What it does
Date filter (calendar icon button)	Top of the screen	Opens a popover to change the range with the Last 7 days / Last 30 days presets or a Custom range (click start, then end). KPIs, documents, contacts, and sources recalculate instantly. On Starter, picking anything outside the last 7 days opens an upgrade dialog.
Document sort tabs (Recently added / Version update / Recently viewed)	Top of the Space documents section	Re-filters and re-sorts the document list, and resets the carousel to the start.
Prev/next arrows (‹ ›)	Ends of the Space documents carousel	Moves cards 4 at a time on desktop, 2 on mobile. The arrow in a direction with no more cards is hidden automatically.
Show all / Collapse	Right-side text button next to the sort tabs	Switches the carousel to a grid of up to 10, and back on a second click.
Sources dimension switch (dropdown)	Top-right of the Sources card	Pick Referrer / OS / Browser / Country to change what the list is grouped by.
Hidden data notice (lock icon)	Bottom of the Leads and Sources cards, on Starter	Opens the upgrade dialog.
Delete sample docs	Header, on new accounts that still have samples	Removes the sample documents added at sign-up. Documents you uploaded stay.
Upload PDF (floating button)	Fixed at the bottom-center	Opens the file picker; pick a PDF and it uploads into the top-level (root) folder of My Documents.

These buttons remember your range and sort in screen state only, not in the URL. A refresh returns everything to the defaults — Last 30 days on paid plans, sorted by recently added. To share a particular state, send the page link itself.

Shortcut: Open your space Home

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Frequently asked questions

What do the numbers on the Home screen mean?

Unique viewers is how many people opened your documents, counting a repeat visit once. Anonymous viewers is how many of those had no contact details identified. Email leads is how many people submitted an email, phone number, or other detail through the lead form. Anonymous viewers are included in unique viewers, so do not add the two together. All three follow the selected date range.

When I change the range, what else changes with it?

The summary headline, all three KPIs, the sort results in Space documents, contacts, and sources all recalculate for the selected range. The notifications section is the exception — it always shows the latest data.

I pressed 'Last 30 days' in the date filter on Starter, but the range didn't change.

Starter locks the Home date range to the last 7 days, so pressing the Last 30 days preset — or picking a date earlier than 7 days back — opens an upgrade dialog instead of changing the range. Upgrade to Pro or above and you can pick any range you like.

What's the hidden-data notice at the bottom of the Leads and Sources cards?

Starter locks the range to the last 7 days, so contacts and traffic data from before that window are not shown directly. Instead a lock icon appears: at the bottom of the Leads card with the count of hidden contacts, and at the bottom of the Sources card noting that hidden data exists. Clicking the notice opens an upgrade dialog, and on Pro and above both the restriction and the notice disappear.

What time zone are 'Last 7/30 days' based on? Will a teammate abroad see the same result?

“Today” for the Last 7 days / Last 30 days presets is calculated in each person’s local browser time zone. Two teammates in different time zones can press the same preset and query date ranges a day apart. Views near midnight can also land on a different date depending on the aggregation rule, making numbers on boundary days differ.

Do admins and members always see the same document and KPI numbers?

No, they can differ. Both roles enter the same layout, but the aggregation range depends on folder access. An admin’s figures cover the whole space, except other members’ personal root folders. A non-admin member — regardless of can-edit or can-view — sees only the documents in folders they can access plus their own personal documents. Documents outside that reach, and their numbers, never appear on a member’s screen, which is why two members can see different totals.

Is the headline's AI badge really a sentence written by AI?

It is a summary generated from the selected period’s stats — viewer count, contact count, referrers, and so on. Hover the badge and you see “Summary generated from your period stats.” To ask free-form questions of your engagement data, use the sidebar’s separate AI Analytics feature.

Why do the KPI numbers shimmer faintly?

That is the effect while the server fetches heavy engagement data in chunks. Most of the time the shimmer stops and the number locks to its final value. In spaces with very heavy data, a notice may appear saying not everything could be loaded, and in that case the totals are lower than the real figures.

Do views and contacts that just happened show up here right away?

Yes. This screen does not cache its results, so new activity appears as soon as you reload the screen. Earlier it could lag by up to five minutes. Home does total the whole space by unique viewers while document analytics counts per document (link), so the two screens can still differ because of how they aggregate.

If the same person views a document several times, do they count multiple times?

No. Unique viewers, anonymous viewers, and email leads all count a repeat view once. Identity is matched on email and phone number, so the same person on two devices still collapses into one. Viewers with no email or phone at all are distinguished by browser and device, so one person using two browsers can be counted separately.

If I set 'Custom' to a wide range far in the past, does the whole range get aggregated?

The calendar lets you pick a range as far back as a year ago, but actual aggregation has a server-side cap. Query too old a range and you may get results covering only a recent slice, and the screen does not mark whether it was truncated.

Leads or sources show items even though there's no data.

When there is no real data for the period, faded sample data appears instead. It is non-clickable illustration data and is replaced automatically once real values come in.

What does 'direct visits' mean in Sources?

It covers views where no referrer was recorded — opened straight from a mail app or messenger, or with the address pasted in. Sources are totalled by domain rather than full URL, so views from several pages of the same site collapse into one row.

Some documents in the Space documents section don't show a more button.

The more menu — edit, duplicate, move, delete — shows only to the account that owns the document. For documents other teammates uploaded, you can only click the card to open the analytics screen.

How many documents does 'Show all' display in the Space documents section?

Up to 10, laid out in a grid. Click Collapse to return to the carousel view.

I just signed up and Home already shows documents and engagement I don't recognize.

New accounts receive sample documents with sample engagement records so the screen is not empty, which is why the KPIs, contacts, and sources look populated from the start. Click Delete sample docs in the header to clear them in one go. Documents you uploaded yourself are not removed.

Where do documents uploaded via the Upload PDF button go?

Always into the top-level (root) folder of My Documents. To upload straight into a specific subfolder, open My Documents in the sidebar and upload from inside that folder.

Where does clicking a document tag in a notification take me?

Straight to the document analytics screen for the tagged document.

Can I mark a notification as read or dismiss it? Does the access range apply to notifications too?

There is no button to mark a notification as read or dismiss it. Until the underlying condition clears — you update the stale document, or check the contacts — the same notice shows again each time you return. The notification scope also follows folder access: admins are computed against the whole space, members against the documents they can access, so notices for documents outside their access never appear.

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Key points

• Home has three KPIs — unique viewers, anonymous viewers, and email leads — and all three count people.
• Anonymous viewers are included in unique viewers, so never add the two numbers together.
• The default range is Last 30 days on paid plans and locked to the last 7 days on Starter.
• Starter shows view counts and summaries with no time limit, and per-viewer detail for 7 days after upload.
• Nothing here is cached, so new views and new contacts appear right away.

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Learn more

Upload your first document

Follow the flow from folder to upload to a ready share link.

See who read your document

See how to work with per-document engagement data and AI insights.

How FeatPaper works — the whole flow at a glance

Get the whole flow from upload to alerts and integrations.

Compare plans and pricing

Check the date ranges and limits for Starter, Pro, Business, and Enterprise.