Using Reports & Leaderboards in SDR Agent

Overview Reports and leaderboards help you analyze performance across agents, sequences, meetings, and overall engagement. These insights guide data-driven decision-making for your outbound efforts.

Accessing Reports

Go to the SDR Agent tab.
Click on Reports to open the analytics dashboard.

Tabs Available in Reports

Overview

Total Emails Sent, Opened, Replied
Meetings Booked

Engagement

Lead-level interactions

Leaderboard

Agents ranked by:
Accounts Created/Contacted
Prospects Created/Contacted
Completed Tasks / Overdue Tasks
Emails (Bounced, Delivered, Opened, Replied, Sent)
Meetings Booked

Emails, Tasks, Meetings

Column-based reports with full export option

Sequences & Dashboards

Step-by-step sequence performance

Goals

Track individual or team goals and their completion status

Best Practices

Check leaderboards weekly to reward top performers

Analyze bounced vs. replied metrics to refine sequences

Use Goals tab for accountability and coaching

Updated on: 15/04/2025