Activity-Based Analytics - Sorting & Filtering Prospects

Activity-based analytics gives you insight into best practices specific to the prospects you’re reaching out to. Know when you and your team are taking actions and gain visibility into the best time to email or call based on your org’s workflow.

The analytics appear when the option is selected on the top right corner of the prospect or user page. A side panel can be opened by clicking on the dual window image, or you can hide the prospect list and view the charts by clicking on the graph image.

In both views you’ll be presented with tiles that contain different metrics.  The charts reflect the prospect or user list with any applied filters that are enabled when the charts are opened. That is, if there is a filter applied so that only your prospects appear on the prospect overview page, the data reflected in these tiles will only reflect information based prospects you own.

You can view email, call, or task insights by selecting the appropriate layout at the top of the chart view: