Key Metrics Explained:
Potential Prospects
Definition:
The total number of leads identified as potential outreach targets—regardless of whether they’ve been contacted.
Contacted Prospects
Definition:
The number of prospects your team has actively reached out to via email or LinkedIn.
Engagement Rate
Definition:
The percentage of contacted prospects who interacted with your outreach (e.g., opened emails, clicked links, or accepted LinkedIn requests).
Reply Rate
Definition:
The percentage of contacted prospects who responded, whether by email or LinkedIn message.
Bounce Rate
Definition:
The percentage of emails that failed to deliver to the recipient’s inbox—often due to invalid or outdated addresses.
📈 Visual Timeline of Outreach Activity
Below the metrics, you'll find a performance graph that visualizes your team's daily activity. Key tracked actions include:
New contacted prospects
Emails sent, opened, clicked, replied, and bounced
LinkedIn connection requests (sent + accepted)
LinkedIn messages sent and replied
Each line color corresponds to a specific outreach action, giving you an easy way to spot trends and identify days with strong (or weak) engagement.
🧠 Filter by Rep or Time Period
You can slice performance data in two key ways:
By Rep: See how individual team members are performing.
By Date Range: Select a time period (e.g., last 7 days, 30 days) to analyze trends and progress over time.
These filters allow managers and reps to drill down on performance, diagnose what’s working, and iterate faster.