Outbound performance in Sales Qualifier
In the left navigation, select Outbound performance to track outbound activity and results across your team. The dashboard has two views: Organization Performance and Campaign Performance.
Filter and time period
These controls apply across both views and all tabs:
- Filters: Select Filters to narrow the dashboard by team member and campaign.
- Time period: Select a reporting window of 7, 15, 30, 60, 90, 180, or 365 days.
Organization performance
Organization Performance reports on outbound activity and results across the team. It has three tabs: Overview, Emails, and Tasks.
Overview tab
The Overview tab summarizes outbound results at a glance. Click on any of the boxes to display the chart with that information.
- Tiles: Pipeline, email engagement, and manual activity, each with a trend change against the previous period.
- Performance trend chart: Outbound performance over the selected time period.
- Team Activity table: Activity broken out by representative.
Emails tab
The Emails tab reports on email volume and effectiveness:
- Tiles: Emails sent, opened, clicked, and replied to.
- Weekly email trend chart: Email activity by week.
- Per-representative email performance table.
Sales Qualifier assigns separate statuses to out-of-office replies and bounces so that you can distinguish them from prospect engagement.
Tasks tab
The Tasks tab reports on manual outreach:
- Tiles: Phone call and LinkedIn message completion, including completion rate.
- Task trend chart: Task completion over the selected time period.
- Per-representative task table.
Campaign performance
Campaign Performance reports on outbound results by Outbound Workflow campaign:
- KPI tiles: Active prospects, open rate, click rate, reply rate, and meetings booked.
- Campaign metrics trend chart: Campaign KPIs over the selected time period.
- Campaigns table: Email, meeting, call, and LinkedIn message activity for each campaign. Expand a campaign row to see representative-level detail for that campaign.
See Meeting booking for how bookings are generated.