Two views for managers
- Team Overview — activity and results across all users: sends, opens, replies, and prospect volume by owner.
- Report Card — per-person scoring against expectations, for coaching conversations.
What to actually manage
- Activity quality beats activity volume. More sends from a broken list just burns prospects. Check bounce and opt-out rates alongside send counts.
- Personalization is measurable. Prospects with filled snippets should outperform empty ones — if they don't, the templates don't use them well.
- Reply rates are the score. Two SDRs with equal sends but 2% vs 6% reply rates need different coaching: the first needs copy help, not more volume.
Weekly cadence
- Pull Team Overview for the week.
- Identify the weakest link: list quality, volume, or copy?
- One change per week, then measure again. Changing templates and volume simultaneously tells you nothing.
[CONFIRM: exact Report Card scoring criteria]