Purpose:
The purpose of this article is to provide information to Outreach Users regarding the Outreach Insights Sequence Performance report.
Intended Audience:
- Outreach Users
Contents:
This article discusses the following:
- Outreach Insights Sequence Performance Report Overview
- Filters
- Meetings Tab (Metrics Definitions)
- Export
- Email Sentiment Tab
- Additional Resources
Outreach Insights Sequence Performance Report Overview:
The Sequence Performance report displays how sequences are being adopted by teams and how those teams are performing with Prospects. Outreach surfaces the kind of Prospects being contacted by leveraging Outreach’s Job Title Classification machine learning model, the open/click/reply-rates, and the meetings booked attributed to the sequences. Additionally, Outreach provides the ability to drill deeper with Outreach’s buyer sentiment analysis to display the kind of replies being received from Sequences.
Filters:
This report can be filtered as outlined in the table below:
| Filter | Description |
|---|---|
| Sequence | Displays content based on a specific sequence. |
| Collection |
Displays content by selected collections. For more information regarding collections, refer to the Collections Overview article. Note: For more information regarding collections, refer to the Collections Overview article. |
| Prospect Persona |
Displays content by the persona assigned to a Prospect. Note: For more information regarding personas, refer to the How To Create a Persona article. |
| Prospect Seniority | Displays content based on Outreach's Job Title Classification. |
| Prospect Department | Displays content based on Job Title Classification. |
| Team |
Displays content by selected team. Team attribution is based on the team(s) a user belonged to at the time of the activity completed. Note: For more information regarding Outreach Teams, refer to the Creating Teams and Applying Team Filters article. It should also be noted that a user can belong to more than one team at once. |
| Users | Displays content by selected Users. |
| Meeting Type |
Displays content based on selected meeting type. Note: For more information regarding Meeting Types, refer to the How To Create a Meeting Type article. |
| Sequence Tag |
Displays content by selected tag. Note: For more information regarding tags, refer to the How To Apply Tags to Outreach Records article. |
| Users Role | Displays content by User Role. |
| Number of Prospects Added | Displays content based on the number of Prospects in a Sequence. |
| Number of Prospects Replies | Displays content based on the number of Prospect replies received. |
| Displays content filtered by date: | Displays content filtered by date:
|
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Meeting Tab (Metrics Definitions):
The Meetings tab displays meeting metrics as described in the table below:
| Metric | Description |
|---|---|
| Meetings Booked |
Number of meetings that were booked as a result of a sequence. A booked meeting is defined as a calendar invite sent to at least one external guest after the most recent sequence the Prospect was active in regardless of whether or not the invite was accepted as long as the Prospect was in that sequence within the previous 30 days.
Note: Outreach only displays meetings that have Prospects on the calendar invite. |
| Prospect Invited |
The number of unique prospects that included in the meeting booked. Note: This can be higher or lower than the total meetings booked depending on how many unique prospects are on each invite. |
|
Prospect Added |
Total number of unique Prospects added into a sequence.
|
| Email Open Rate | Percentage of unique Prospects who opened an email within 14 days of the email being delivered. |
| Email Click Rate | Percentage of unique Prospects who clicked on a link in an email within 14 days of the email being delivered. |
| Email Reply Rate | Percentage of unique Prospects who replied to an email within 14 days of the email being delivered. Note: Outreach filters automatic replies (such as OOO and bounced messages) and does not include them in the report. |
Users can click a metric to drill further down into pertinent details.
Additionally, Users are able to expand content for additional insight to the sequence performance. Click any step in the sequence to navigate to the Sequence page.
Note: Outreach provides step-level information for calls and tasks. Outreach does not show metrics for these as the report is focused on email metrics and sentiments. Outreach does not provide step-level meeting attribution to a sequence, but does provide the sequence-level meeting attribution.
Export:
Click Export to download a .CSV file of the reported content.
Email sentiment tab:
The Email Sentiments tab provides Users with insight to how emails are performing per sequence.
Additional Resources:
Outreach University - Outreach Reports
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