Objective
Learn how to measure performance across Outreach — team and rep results, sequence and activity reporting, pipeline and forecast reporting, and revenue attribution.
Applies To
- Product area: Reporting & Analytics
- Audience: Sellers, managers, and revenue leaders, with some admin setup
Overview
Reporting & Analytics brings together the reports and dashboards that measure your team's work. Use the areas below to learn how each one works and how to put it into practice.
- Reporting Suite Overview — Get oriented to the reporting suite — exports, refresh timing, and what's covered.
- Team & Rep Performance — Report on team and rep activity, tasks, and performance.
- Sequence & Activity Reporting — Report on sequence performance, activity, and outcomes.
- Pipeline & Forecast Reporting — Report on pipeline generation and win/loss.
- Revenue Attribution — Set up revenue attribution for Salesforce and Dynamics.
- Custom Reports & Layouts — Build custom reporting layouts and filters.
- Reporting via API — Pull reporting data through the Outreach API.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article