Using the Reports (Beta) Dashboard

In this guide we will cover how to:

View a specific report
Select a date range
Select specific sequences
See a breakdown of contacts vs. messages View bounce rates Open contact replies
View daily and
weekly activity
Check the leaderboard Compare performance
periods

We're building out a new Reports dashboard that includes more granular and insightful data for sequences, users, and teams.

Owners and managers will be able to view stats for shared sequences and users across the team. Teammates who have "user" permissions will only be able to view stats for their own sequences and sequences shared by other teammates.


Viewing a specific report

These are the 5 reports that you can choose to view:

  1. Contacts Added - This will display the number of contacts added within the specified timeframe
  2. Messages Sent - This will display the number of messages sent within the specified timeframe
  3. Messages Bounced - This will display the bounce rate of messages that have bounced within the specified timeframe
  4. Contacts Replied - This will display the number of contacts who replied within the specified timeframe
  5. Contacts Booked - This will display the number of contacts who booked meetings within the specified timeframe
  6. Leaderboard - This will display which team member is in the lead, depending on the filter selected (user, lookups, contacts added, messages sent, contacts replied, meetings booked)


Selecting a date range

There are set date ranges to choose from for viewing the activity within that time frame:

  1. Last 30 Days - This will display the activity for the last 30 days.
  2. Last 90 Days - This will display the activity for the last 90 days.
  3. Last 365 Days - This will display the activity for the last 365 days.
  4. YTD - This will display the activity from the first date of the year up until the current date.

You can also choose which dates you would like to view an activity for by specifying it in the calendar.


Selecting specific sequences

There are 3 filter options available to choose from for viewing a sequence:

  1. Sequences - This will display a list of your sequences and your teammates' shared sequences.
  2. Users - This will display a list of users on your team and any of their shared sequences. This will only be visible to owners and managers.
  3. Folders - This will display a list of your sequences and any shared sequence that lives inside a folder.

These filter options can also be combined to view more collective stats.


Breakdown numbers by sequence for Contacts Added and Messages Sent report

When viewing a Contacts Added or Messages Sent report, the breakdown numbers will display for contacts added and messages sent by sequences. You can also click into the sequences to view the sequence contacts were added to or messaged in.


Viewing Bounce Rate

When viewing a Bounce Rate report, owners and managers can scroll through to view the bounce rate across users on a team. The bounce rate we recommend aiming for is below 5%. 


Viewing Contact Replies

When viewing a Contacts Replied report, you can click into the sequence to see the contact's reply to that sequence. It will open up the contact's record in the sequence and you will be able to see their reply in the activity panel.


Viewing Daily/Weekly Activity

You can choose to view activity on a daily/weekly basis by switching between the 2 options. You can also toggle on the 7 day average when viewing daily activity.


Viewing Leaderboard and using filters to sort

Owners and managers can view the team leaderboard and sort by user, lookups, contacts added, messages sent, contacts replied, or meetings booked to display the stats in ascending/descending order.


Compare performance for selected timeframe to previous period

Owners and managers can also compare performance for a selected timeframe to the previous period by toggling on the "Compare to Previous Period" feature. The date range in the toggle label will be the same length of time as the dates you selected, however the toggle label dates will come right before the selected range.

When comparing to the previous period, the top row numbers will be for the current period and the bottom row numbers will be for the previous period.

Still need help? Contact Us Contact Us