The purpose of this article is to provide introductory information to Outreach Users regarding Outreach’s Team activity report.
- Outreach Users
This article discusses the following:
- Outreach Insights Team Activity Report Overview
- Metrics Definitions
- Additional Resources
Outreach Insights Team Activity Report (Legacy) Overview:
The Team Activity report provides Users insight to what activities a team has completed and can be found grouped with other activity-based reports.
Access the Team Activity Report:
- Access the Outreach Platform.
- Click the Reports icon (bar graph) in the navigation sidebar.
- Click Activity in the menu bar.
Users can sort and filter how metrics are displayed by clicking the applicable columns, selecting a timeframe, or adding filters.
Content can be filtered as described in the table below:
|Activities||Displays content based on the selected activity:
|Users||Displays content based on selected User:
|Date||Displays content based on selected Date:
Most metrics have a tooltip that you can hover over for more information.
|Filter by Activities: All activities|
|Count of mailings delivered within the specified time period by the user|
|Outbound Calls||All outbound calls attempted, including calls not answered|
|Other Tasks||All other type of tasks completed within the specified time period|
|Active prospects||Prospects owned by the user which are currently active in a sequence
Note: Active Prospects are Prospects active in at least one sequence.
|Active accounts||Accounts owned by the user which are currently active in a sequence
Note: Active Accounts are Accounts where at least one Prospect is active in a Sequence.
|Prospects added||All prospects that have been added to a sequence by the user who initiated it|
|Overdue tasks||Tasks more than 24 hours old (past due date and time)|
|Filter by Activities: Emails|
|Delivered||Number of outbound emails sent and successfully delivered over time by the user|
|Open rate||Sum of all opens / sum of all deliveries|
|Reply Rate||Sum of all replies / sum of all deliveries|
|Click Rate||Sum of all clicks / sum of all deliveries|
|Activities: Outbound Calls|
|Attempted||Number of outbound calls made|
|Connected||Number of outbound calls that hit a voicemail or picked up by an individual|
|Time spent||Sum of call duration for all calls over 1 min|
|Average duration||Average call duration based on call time for all calls over 1 min|
Click Export to download a .CSV file of the reported content.