Updates to the Outreach Reporting Suite Overview

Created by Aye Myat, Modified on Mon, 9 Feb at 11:02 PM by Alsabana Sahubarali

Purpose

The purpose of this article is to provide information to Outreach users leveraging reporting. We are in the process of rebuilding our reporting to better support team performance management. This will streamline and improve the way metrics are accessed in order to find insights and drive improved outcomes.

Intended Audience

Outreach users

Summary of Changes

We will be consolidating a portion of our existing reports, Activities, and More Reports, to be nested under Team Performance. The current Team Performance report will expand to include more metrics around core user activity in Outreach such as outbound calls, emails delivered, current overdue tasks, etc. As part of this effort, three additional dropdowns will be added to the Team performance report in order to support more in-depth metrics for the call, email, and task-related outcomes.

A few areas of reporting will be consolidated into these new areas. This will include:

Activity>Team
Activity>Call
Activity>Email
Activity>Task

Benefits

We have focused on three main areas as part of this effort:

Consistency - Team performance metrics all flow up through the same suite of reporting to ensure metrics are uniform and aligned to best practices. The look and feel of reporting remain the same as you navigate through the data.
Availability - Enhanced performance with an improved set of infrastructure that scales more effectively for larger data sets.
Accuracy - Improved metric documentation to ensure users understand how each measurement system functions and drives decision-making.

In addition to improvements in these three spaces, we have made a number of updates based on customer feedback and questions.

Improvement	From	To
User attribution alignment	Activity reporting aligns performance metrics to prospect ownership.	Metric output aligned to the user that completed the activity.
Historical Trending	Historical trending is only available on select metrics	Historical trending available across all team performance metrics
Filter retention	Filters reset when navigating Activity reports	Ability to set a default filter view that is retained across Team Performance reports
Locked Users	All users active in activity/more reports views.	Ability to hide locked users.
Exports	Exports being limited to select tables	All table views export to CSV for offline analysis.
Expanded time frames	Activity>Team reports being limited to the last 31 days	All Team Performance reports having 12+ months of data
Team roll-up table view	Team Performance tables rolling up all results by individual	Ability to pivot Team Performance to provide output by Team or Users.
Expanded user/team tables	More Reports>Leaderboards and select Activity tables limited to 100 or 20 users respectively.	Table views to provide all users based on current filter selections.
Task State Filtering	Metric focused on completed tasks	Filtering for incomplete, complete or skipped task status
LinkedIn Tasks	Task reporting focused on email, call or other tasks	Adding in LinkedIn task category for more granular tracking around LinkedIn activities

Refresh Rates

The Team Performance, Sequence Performance and Sales Execution reports refresh every 24 hours at approximately 8-10 AM Pacific Standard Time. This allows for improved scalability and performance because we pre-calculate output on these reports.

The Daily Activity report includes data from the current 24 hour period starting at 12:00am for the user viewing the report. New activity may take up to 15 minutes to be reflected in this report.

Calls, Outbox, and Tasks counts are still available with real-time data via their corresponding list view pages. We are actively working to continue to grow here and solve for performance, scalability, and faster refresh rates on all metrics.

In the task, email and call pages saved views can be created for quick access to intraday counts through the navigation in the sidebar menu.

Set up filters around targeted users or teams.
Update states based on targeted populations to monitor (Calls completed, emails delivered, tasks completed).
Update task completion, call completion, or email delivery dates to target today.
Save the view for quick access.

Report Inventory

Report	Description
Sales Execution Report	Sales stage focused metrics to understand prospect contact activities, engagement and meeting outcomes.
Team Performance Overview	Top priority metrics to gauge how users and teams are performing core activities (prospect added, completed tasks, calls outbound emails delivered, etc.)..
Team Performance Calls	Expanded call metrics to understand durations, dispositions, and inbound/outbound performance.
Team Performance Emails	Deeper dive into email metrics to evaluate performance and deliverability.
Team Performance Tasks	Understanding what tasks were due on a given date and their states (complete, incomplete and skipped).
Sequence Performance	Process focused reporting to understand which sequences usage and outcomes.

New support articles are also available with expanded details on functionality and metric definitions.

Migration Report Mapping

Legacy Report	Description
Activity>Team	Metrics in this report moved to Team Performance Overview. Users may need to scroll to the right in order to access “Other Tasks” and “Overdue Tasks” metrics.
Activity > Team: Today	Most metrics moved to the Daily Activity report. “Active Accounts Owned” and “Active Prospects Owned” were not migrated to the new reporting suite. We will introduce account-level rollups in early 2024.
Activity > Team: Outbound Calls	Most metrics moved to Team Performance: Calls. “Attempted” is equivalent to “Total Calls” in the new report. “Connected” was deprecated because it included answered calls AND calls that went to voicemail based on Twilio data. New metrics rely on call dispositions instead.
Activity>Calls	Team Performance Calls Note: Filter by “Call Direction” to see inbound vs. outbound calls.
Activity>Emails	Team Performance Emails Note: Filter by “Email Origin” to see one-off, bulk and sequence email metrics.
Activity>Tasks	Team Performance Tasks Note: LinkedIn tasks are rolled up into a single metric.
More Reports>Delivery	Team Performance Emails
More Reports>Call Overview	Team Performance Calls
More Reports>Leaderboards	Team Performance Emails - Rank teams, users and templates Sequence Performance - Rank sequences by email metrics