Quick answers to the most common questions about Limitlytics.

Account & Access

How do I reset my password?

Click "Forgot password?" on the login page. Enter your email address and you'll receive a reset link.

I didn't receive the verification email. What should I do?

Check your spam/junk folder first. If it's not there, try resigning up or contact support. The verification email is sent immediately after registration.

Why can I only see some contacts?

If you're a regular (non-admin) user, you only see contacts that are assigned to you. This is by design. If you need access to more contacts, ask your team admin to assign them to you or upgrade your role.

How do I switch between teams?

Click your name/avatar in the top-right corner and select the team you want to switch to. Each team is a separate workspace with its own data.

What's the difference between admin and regular users?

Admins have full access to everything: all contacts, dashboards, offers, expenses, settings, forms, and submissions. Regular users can fill in their daily report form and work with contacts they create or are assigned to. See Team Management.

Contacts & CRM

Can I move a contact backwards in the funnel?

Yes. There are no restrictions on direction. You can move a contact from "Customer" back to "Consideration" or any other stage if needed.

What happens when I mark a contact as Churned?

The contact moves to the Churned status. Their deals and payment history are preserved. You can still view their timeline and data. If circumstances change, you can move them back to an active status.

How do I assign a contact to multiple users?

Edit the contact and add multiple users in the Assigned users field. All assigned users will be able to see the contact (non-admins only see their assignments).

Can I change a contact's source after creation?

Yes. Edit the contact and change the source field. The change is recorded in the audit trail showing both the old and new source.

Can I delete a contact?

Contact deletion depends on whether the contact has associated deals and transactions. In most cases, moving a contact to "Churned" is the recommended approach rather than deleting.

What happens when I reach my contact limit?

The app disables new contact creation and shows an upgrade prompt explaining which plan unlocks more capacity. Existing contacts remain available.

Deals & Payments

What is the difference between New and Upsell deal types?

A New deal is created when a contact first becomes a customer (transitions to the Customer stage). An Upsell is an additional sale to an existing customer, created via the Upsell action. Both track revenue separately in your dashboards.

How do refunds work?

Record a refund the same way you record a payment, but select Refund as the event type. The refund amount is subtracted from the deal's collected total, which may change its payment status (e.g., from "Paid" back to "Partial").

Why does my contact show an "unpaid" warning?

The contact has one or more closed deals where the full amount hasn't been collected. Open their Payments panel to see outstanding balances and record payments.

Can I edit or delete a transaction?

Transactions can be edited to correct errors. To effectively reverse a payment, record a Refund transaction for the same amount. This preserves the audit trail.

What happens when I reach my offer limit?

The app disables new offer creation and shows an upgrade prompt explaining which plan unlocks more capacity. Existing offers remain visible and editable.

Reports & Data

What does "on time" mean for submissions?

A submission is on time if the submission timestamp, converted to the user's timezone, falls on the same calendar day as the report date. If you submit on April 10 for April 10's report, it's on time. If you submit on April 12, it's 2 days late.

Can I edit a past submission?

Admins can edit any submission from Data > Submissions. All changes are audit-logged. Regular users can only submit for the current day.

How are weekly targets calculated?

Weekly targets are set per data field per user in the Report Forms configuration. The target achievement shows how the user's actual values compare against their targets for the selected period.

What are system-generated data fields?

These are fields automatically maintained by Limitlytics: Cash Collected, Total Revenue, Paid in Full, and Payment Plan. They update automatically based on your deals and payments. They're available for dashboards but don't appear in report forms.

Dashboards

Why can't I see the dashboards?

Dashboards are admin-only. If you're a regular user, you won't see them in the sidebar. Ask your team admin if you need access to analytics.

How many widgets can I add to a custom dashboard?

Up to 50 stats and 50 insights per custom dashboard, for 100 total widgets.

What does the period filter do?

It controls the date range for all data displayed on the dashboard. Changing it refreshes every widget to show data for the selected timeframe. The default is usually "Last 12 months."

Why is my dashboard showing no data?

Make sure your team has been entering submissions, recording deals, and tracking expenses. Dashboards visualize the data you've put into the system. Also check that you've selected an appropriate period that covers your data.

Expenses

What's the difference between the four expense types?

• Fixed -- one-time costs on a specific date
• Recurring -- monthly costs with a date range
• Commission -- percentage-based costs tied to users
• Tax -- percentage-based costs tied to data fields

See Expenses Overview for details.

How do recurring expenses handle partial months?

They're automatically prorated. If an expense starts or ends mid-month, only the applicable portion is counted for that month.

Billing

What happens when my trial ends?

If you don't add a payment method, your subscription pauses and you lose access to the app. Your data is preserved -- add a payment method to pick up where you left off.

Can I change plans mid-cycle?

Yes. Upgrades are immediate with prorated billing. Downgrades take effect at the end of your current cycle.

What support is included with my plan?

All plans include email support and documentation access. Platinum also includes premium chat support and premium onboarding.

What happens to custom dashboards if I downgrade from Platinum?

You lose access to custom dashboards, but your configurations are preserved. If you upgrade back to Platinum, your custom dashboards will be there.

Do inactive users count against my user limit?

No. Only active users count toward your plan's limit.