The good way to do sales prospecting and outbound sales at scale is always to test and iterate.

Key Performance Indicators (KPIs)

Prospect.io allows you to measure different metrics:

Reports

Prospect.io gives you 2 different kind of reports to track your success:

  1. Overall reporting: an overall view of your prospecting activities, for your whole account, and for all your workflows.

  2. Workflow performance: used to understand how a specific workflow performs.

Overall reporting

All your account results and metrics can be seen in the Reports section divided into 3 tabs:

Account activity

The Account Activity tab gives you an overview of the activity happening in your account, grouped by different criteria (date or source of creation, etc.).

Available reports:

  • Organizations

  • Prospects

  • Tasks (created and completed)

  • Notes

Outbound

Look at the performance of your outbound emails in funnels and graphs and do step-by-step comparisons between up to 5 workflows.

Available reports:

  • Replies funnel: contacted > opened > replied

  • Visits funnel: contacted > opened > clicked > visited

  • Distribution (by dates, days of the week, hours)

  • Bounces & opt-outs

Revenue

Track your deals and pipelines to have a complete view of your whole sales process.

Available reports:

  • Pipeline funnels

  • Deals creation

  • Won & lost deals

  • Deals value

  • Deals duration

  • Revenue forecast

Workflow performances

The Performances tab, available when you open a workflow, gives you the statistics of the workflow.

See how each step of the workflow performs in terms of opens, clicks, replies, page visits.

We also let you know how you're doing compared to other companies in your industry or other companies of the same size as yours.

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