The purpose of this article is to provide information to Outreach Users regarding Insights and Reporting.
- Outreach Users
Outreach Insights and Reporting FAQs:
Q: How can I view what activities my team completed?
A: View Team, Email, Call, and Task reports via the Activities Tab.
Q: Regarding Legacy Team Reporting, at what point is a Prospect considered Active?
A: If a Prospect is active in at least one sequence.
Q: Regarding Legacy Team Reporting, what is considered an Active Account?
A: When at least one Prospect associated with the Account is active in at least one Sequence.
Q: Regarding Legacy Team Reporting, what is the timeframe for Prospects to be considered added to the Sequence?
A: This calculation is based on the time filter. For example, if you have the report filtered by week you would see Prospects added to a Sequence over the past week not previously added to a Sequence prior to the filter's constraints.
Q: Regarding Legacy Team Reporting, are pending Prospects considered added or do they need to be active in the first step of the Sequence
A: No. Prospects need to be active in the Sequence. Pending Prospects are not included because they have not yet been added to the first step of the Sequence.
Q: Regarding Legacy Team Reporting, does Outreach only count calls where there was a connection (someone picked up)?
A: The number on the All Activities tile of the Team Performance report displays attempts. Within the Call Insights view, Outreach displays attempts and connections. Connections are reported as call greater than one minute in duration.
Q: Regarding Legacy Team Reporting, does outreach count if a voicemail was left?
A: Outreach only looks at duration, not events. If the call duration is greater than one minute, Outreach considers this a connection.