C6 - Reporting

6.1 Reporting overview: the five reports

Where to find it 04 reporting Click Reporting in the top navigation. The section contains five sub-reports: 1. Team Overview 2. Report Card 3. Campaigns 4. Overview (emails) 5. Best Time to Send What each one is for - Team Overview — the team-level roll-up: activity and results across all senders. Your weekly pulse check. - Report Card — a scored view of performance against expectations. Use it to spot who's ahead and who needs coaching. - Campaigns — per-campaign results: which sequences earn replies and which need rewriting. - Overview (emails) — email-level metrics: sends, opens, clicks, replies. - Best Time to Send — when your prospects actually engage, so you can set sending windows with evidence instead of guesswork. A simple reading routine 1. Monday: Team Overview for last week's totals. 2. Campaigns: find the weakest template; rewrite it. 3. Best Time to Send: adjust sending windows quarterly. [CONFIRM: metric definitions and date-range controls as shown in current UI]

6.2 Understanding reply metrics

The metric ladder 05 reporting emails 1. Delivered — did it land? (Watch bounces as the inverse.) 2. Opened — did it get a glance? Heavily affected by subject line and deliverability; open tracking is also imperfect (privacy features inflate it). 3. Clicked — did they act inside the email? Cold email works best with few or no links, so treat clicks as a secondary signal. 4. Replied — did a human respond? This is the metric that matters. Optimize for replies Opens can be gamed by curiosity subject lines, but an open without a reply is worth little. When a campaign shows high opens and low replies, the problem is almost always the body or the ask — run the SEVEN SECOND TEST on the templates. Read rates, not raw counts Compare proportions, not absolutes: - Replies ÷ sends = your reply rate. For cold outbound, single digits are normal; sustained 5%+ is good. - Bounces ÷ sends should stay very low. If it climbs, stop and fix list quality first. Segment before you judge A campaign's blended reply rate hides which template works. Use the Campaigns report to see per-step and per-template performance, then rewrite the laggards. Copy quality is the highest-leverage fix available to you.

6.3 Team performance reporting

Two views for managers 04 reporting - 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 1. Pull Team Overview for the week. 2. Identify the weakest link: list quality, volume, or copy? 3. One change per week, then measure again. Changing templates and volume simultaneously tells you nothing. [CONFIRM: exact Report Card scoring criteria]

6.4 Best Time to Send

What it shows 08 reporting best time The Best Time to Send report analyzes when your prospects open and reply, by time and day. Instead of guessing at send timing, you get your audience's actual engagement pattern. How to act on it 1. Open the report and note the strong hours/days for opens and replies. 2. Compare against your campaigns' Sending Windows (set in the New Campaign dialog). 3. Adjust windows to concentrate sends in the proven periods. 4. Give it 2–4 weeks and re-check; don't chase daily noise. Caveats - Patterns need volume — with low send counts the signal is weak. Get a few weeks of data first. - Time zones matter: if your list spans regions, a single window can't be optimal for everyone. Consider segmenting campaigns by region with separate windows. - Timing is a marginal gain. A 10% lift from better timing won't rescue weak copy — fix the templates first.