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 pill box 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 analytics. 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:
A description of each chart can be viewed by hovering over the information symbol on the right of each graph. We also describe each dart in detail below.
Answered & Unanswered Calls by Call Disposition - These charts break down the call activity further by showing the disposition associated with calls that were answered vs. unanswered. These graphs can be viewed by day, week, or month.
Best Time to Call by Connection Rate - This chart is a heat map, where the darker purple indicates a higher connection rate. The top of the chart lists the hour each day of the week that experience the most call connections. The bottom 1% of data is not included in the best time to call suggestions because there is not enough activity to make the suggestion. Time zone is taken into consideration. If someone on the East Coast calls a prospect at 9am and connected, for example, if the user is located in Seattle we would surface the call at 6am as a suggested time to call.
Call Activity by Call Disposition - The graph shows the total number of calls placed by Outreach users, and breaks down these calls by whether they were inbound or outbound, as well as the associated call disposition selected when the call was logged. The chart can be viewed by day, week, or month.
Call Activity - The calling activity shows the number of calls and duration of time spent dialing by team, user, or role during the specified time period. Data also includes the average duration of connected calls. The overview stats call out the total average talk time and bucket the call lengths for every call (0-5 minutes, 5-15 minutes, 15-30 minutes, and over 30 minutes)
Calls Made vs. Quality Calls - This chart represents the number of calls made over a period of time vs those that were meaningful conversations. Quality calls are defined as calls that connected which lasted more than 30 seconds.
Outbound Call Activity by Time of Day - This chart is a heat map, where the darker purple indicates a higher number of calls by owners. The top of the chart lists the hour each day when most calls are placed.
Best Time to Email by Reply Rate - The heat map shows the best time to email based on the number of replies received by a prospect. Similar to the other heat maps, darker purple indicates a higher reply rate during the specified day and time, with the best time to email each day noted on the top of the heat map.Time zone is taken into consideration. If someone on the East Coast emails a prospect at 9am and the prospect replied, the user located on the West Coast would surface the reply as 6am. The bottom 1% is not included in best time to call suggestions because there is not enough activity to make the suggestion.
Email Delivery by Mailing State - This graph breaks down the mailing state based on the total number of emails delivered in the specified date range, as well as the type of delivery (sequence email, one-off, bulk compose). You can adjust the graph to only view data points relevant to you. For example, if you only want to see deliveries, double click on the “deliveries” section of the graph key, click once more to bring all data points back to the graph, and click a single time to remove the selection from the visible data points. This graph can be viewed by day, week, or month.
Mailing Leaderboard - Broken down by either team, users, or roles, the chart provides insight into the number of deliveries by group or individual and the percentage of opens, clicks, and replies. The top of the chart shows the total number of deliveries and breaks down how the mailings were delivered, either by sequence, bulk, or one-off emails.
Outbound Email Activity by Time of Day - This heat map shows email activity broken down by day and time. The darker purple indicates more activity, and lighter purple indicates less activity. The top days and times of activity are displayed at the top of the chart. You can hover over each individual square for information on the number of emails delivered and the percentage of activity during that time period.
Template Leaderboard - This chart shows the top performing templates, breaking down the total deliveries by opens, clicks, and replies. The top of the chart provides overall statistics for how your templates are performing.
Task Completed by Task Type - The total number of tasks completed is broken up by emails, calls, and action items.
Tasks Completed On Time - For teams, users, or roles, see how many tasks were completed on time based on sequence tasks or a manually created task.