Purpose:
The purpose of this article is to provide information to Outreach Users regarding reporting with Outreach.
Outreach Reporting is a suite of actionable insights that equip managers, marketers, and sellers with the insights needed to understand the success of teams, processes, and content.
Intended Audience:
- Outreach Users
Notes:
- Outreach reporting enables users to evaluate users, content and processes to adjust the strategy across the platform.
- There are three main areas that are available
- Sales Execution Report
- Team Performance
- Sequence Performance
- These reports refresh on a 24 hours cycle and contain 16 months worth of data.
Overview:
Outreach Reporting consists of Team Performance, and Sequence Performance, and Sales Execution reports.
The reporting experience provides a library of prebuilt reporting modules to guide Users to more actionable insights while giving them autonomy to easily customize, save, and export reports.
Available Reports:
When you land in the reports section of the application, you will see Sales Execution Report, Team Performance and Sequence Performance. Let’s go through what reports you can find under each tab.
| Report | Content | Refresh Cadence | Data History |
| Sales Execution |
|
Daily (Every 24 hours) | 16 Months |
| Team Overview |
|
Daily (every 24 hrs) | 16 Months |
| Team Calls |
|
Daily (every 24 hrs) | 16 Months |
| Team Emails |
|
Daily (every 24 hrs) | 16 Months |
| Team Tasks |
|
Daily (every 24 hrs) | 16 Months |
| Sequence |
|
Daily (Every 24 hours) | 16 Months |