The purpose of this article is to provide information to Outreach Users regarding Outreach Insights.
- Outreach Users
Insights and Reporting FAQs:
Q: What is Outreach Insights?
A: Outreach Insights is a suite of actionable insights that equip managers, marketers, and sellers with the information needed to better understand the success of their teams, processes, and content.
Q: What type of insights are available?
A: Outreach provides a library of prebuilt reports to guide users to more actionable insights while giving them the autonomy to easily customize, save, and exports reports.
Q: Can I customize the Insights?
A: Yes, Outreach reports have custom filtering and the ability to save your filters as a default view.
Q: Where can I find a list of metric definitions?
A: Refer to the Insights and Reporting: Metrics Definitions article.
Note: Not all metrics will be available in the first version of the Reporting reports. Metrics can be found in either the Sequence Performance report (SPM), or the Team Performance report (TMP).
Q: What is Sequence Sentiment Classification?
A: Outreach identifies and classifies a sequenced Prospect's email reply as:
The sentiment categories provide managers more actionable insights into their sequence email performance - beyond open and reply rates. This new layer of insights allows managers to evaluate what drives initial positive outcomes, how well their team handles objections, and successful techniques that turn objections into positive outcomes.
Q: How does Outreach measure sentiment; how accurate is sequence sentiment classifier?
A: Email sentiment classifier performed at an 80% accuracy vs 90% human accuracy. We came to this accuracy number by withholding a number of tagged emails and tested them against our trained classifier. It should be noted that accuracy could differ from company to company. Currently, the model only supports English language emails.
Q: Will sentiment classification only look at historical data?
A: For the beta program Outreach will classify sentiment of customers’ new incoming emails and the last 180 days of historical data and provide actionable insights on sequence effectiveness based on sentiment classification of prospect replies.
Q: How far back have we classified the sentiment of replies?
A: Outreach backfills the report for the last 180 days since the date the customer onboard this feature.
Q: What are the different types of sentiment?
A: See the below table for types of sentiment:
Q: Can I filter the reports?
A: Yes! Click the filtering icon in the menu bar and define your parameters based on the descriptions in the tables below.
Sequence Performance Filter Options:
|Sequence||Displays records based on the selected Sequence.|
|Collection||Displays records based on the selected Collection.|
|Prospect Persona||Displays records based on the selected Persona.|
|Team||Displays records assigned to a specific Team.|
|Displays records assigned to a specific User.|
|Displays records by user-defined Tags.|
|Displays records based on selected user role.|
Number of Prospects Sequenced
|Displays the number of Prospects added to sequence in a given period of time.|
Number of Prospect Replies
|Displays the number of Prospect replies.|
Team Performance Filter Options:
|Team||Displays records by Team.|
|Users||Displays records assigned to specific Users.|
|Meeting Type||Displays records based on scheduled meetings.|
|Prospect Persona||Displays records based on classified job title.|
|Account||Displays records assigned to a specific Account.|
Q: Can I export my data?
A: Yes. Filter and sort your data as applicable and click the Export button in the menu bar to download a .CSV file of your data.
Q: How can I view what activities my team completed?
A: View Team, Email, Call, and Task reports via the Activities Tab.