Dashboard & Performance Metrics in SDR Agent

Overview The SDR Agent Dashboard provides an at-a-glance view of your outreach performance. From lead engagement to agent productivity, this dashboard helps you track key metrics in real-time.

Accessing the Dashboard

Navigate to the SDR Agent tab.

Click on the Dashboard sub-tab.

Metrics Displayed

Leads Engaged: Number of leads contacted

Meetings Booked: Total meetings scheduled

Emails Sent: Total emails delivered

Pending Reviews: Emails/sequences waiting for approval

Email Engagement Graph: Opens, Clicks, Replies over time

Leads Funnel: Stages from Generated to Booked

Top 5 Agents: Ranked by engagement

Top 5 Sequences / ICPs: Based on lead engagement

Upcoming Reachouts: Next 7 days of agent actions

Recent Activity: Sorted by most recent interactions


Filters Available

Date Ranges: Today, Yesterday, Last 7/30 Days, Custom

Agent-specific filters (Coming soon)

Best Practices

Review trends weekly to optimize performance

Use top performer data to guide team strategy

Monitor pending reviews to avoid delays

Updated on: 15/04/2025