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

Key Performance Indicators (KPIs) allows you to measure up to 5 different metrics:

Reports 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 your team activity in

It's a global view of everything happening in your account. Results can be filtered by the Sender and by date range.

Workflows stats

The workflows tab allows you to see the results of your workflows and to do step-by-step comparisons between up to 5 workflows. 

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, conversions, and qualifications.

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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