Dashboards
How to create custom dashboard on Outplay
Track Your Team's Success with Ease Custom Dashboards on Outplay allows you to monitor your team's performance with ease by creating a tailored view of key metrics and data points. It enables you to choose what information you want to track and display, allowing you to focus on the aspects of your team's performance that are most important to you. By using custom dashboards, you can quickly and easily view the key metrics and data points that you need to stay informed and make informedFew readersView Standard Dashboards on Outplay
A convenient way to visualize and track key metrics Standard Dashboards on Outplay can quickly give you an overview of your team's email, call, and activity performance. This information can help you identify areas for improvement and track their progress over time. These real-time dashboards provide valuable insights into your team's communication and productivity, giving you the information you need to make the right decisions and optimize your team's performance. This article will shFew readersHow to manage custom dashboards on Outplay
Manage your dashboards with ease On Outplay, you have complete control over your dashboards. You can easily edit an existing dashboard to add or remove reports, delete a dashboard you no longer need, and even set a dashboard as your default dashboard to access it quickly. These options allow you to manage your dashboards in a way that best fits your team's needs. Here’s how you can manage a custom dashboard on Outplay: Log into Outplay. In the Engagement section, cFew readersHow to add a report to a custom dashboard
Add any report to a custom dashboard and monitor real-time data Custom dashboards on Outplay allows you to view your team's performance in a personalized and organized way. You can easily add reports from any section, including graphic reports, to an existing dashboard or create a new one. It enables you to have all the important information and insights in one place, giving you a clear overview of your team's progress and performance. Here’s how you can add a report of your choice toFew readers
Reports straight to your Inbox
Reports straight to your Inbox Automate your Reports Outplay provides an option to SDR managers/admin to receive the system-generated performance email for their team. To set up the process, Go to your Profile and click on Settings. Click on the Notification setting under the Company section. Add the recipient email address. If the email address exists in Outplay, it will filter out else, Outplay displays "email address not found", and gives aPopularOpen & Reply Rates, Conversation Percentage, and Best Times to Call
Are your prospects intrigued by your outreach efforts? Find out! Are your outreach efforts yielding the desired results? Are your prospects responding positively to your emails and calls? Determining the effectiveness of your outreach strategy and finding the right time to connect with prospects can significantly impact your sales success. With Other Reports on Outplay, you can gain valuable insights into your Open & Reply Rates, Conversation Percentage, and discover the best times toPopularReports
Team member reports, sequence stats and other detailed reports. Users can see the reports/stats related to their activity such as the number of emails sent, calls made, sent SMS, tasks performed and the number of meetings booked for the present and the previous week from the dashboard. Click on "view detailed report" under the stats in the dashboard reports to view complete cuSome readersOutbound Health Status
Outplay now provides more information regarding the outbound email limits and the health of the domain. Depending on the limit set in Safety Settings and Org Settings, the number of emails sent, the outbound health status will be determined. The user can find this in 2 sections, in the Dashboard and Outbox section. The Heath status icon - (https://sFew readersHow to create custom performance reports for users and teams
Generate performance reports for specific users or teams Your outreach efforts will be a shot in the dark if you don’t have access to sales performance reports with actionable data. With Outplay, you can create custom performance reports for users and teams to gain insights, identify bottlenecks and refine your sales process. Moreover, you can choose the type of performance reports you want to receive in your mailbox. For instance, let’s say a team of 5 interns joined your organization anFew readersHow to create custom sequence performance reports
Generate sequence performance reports with metrics of your choice. After creating and running sequences, you can generate custom sequence performance reports on Outplay. This offers you invaluable insights into the sequences you created to make necessary changes to drive better sales process outcomes. View sequence performance data with multiple metrics, save views, apply filters and generate the reports you want on Outplay easily. This article discusses the following: View all kinFew readersHow to derive reporting metrics in Outplay
In this article, we will discuss how to track and derive the report's metrics. Outplay tracks all your emails, calls opens, and click rates. These are shown in the Reports in Outplay. We will discuss how users can derive these values from the platform and look at the raw data. 1. How to derive total tasks completed by the user. Users can track their tasks in Reports, the data shown will be as per the date range chosen. Here for example, If I wFew readersView & export Team Overview on Outplay
Analyze key performance indicators for your team On Outplay, you can also generate a team overview report for your team. This gives you a glimpse into how they are doing when it comes to achieving their sales goals as a team. Moreover, you can leverage these key performance metrics to identify areas that require improvement and make significant changes in your sales process. Here’s how you can view and export Team Overview on Outplay: Log into Outplay. (https://storage.crisp.cFew readersStatistics in Outplay Reports
Learn to read & act with Outplay stats to track key metrics and boost sales On Outplay, you can view the performance and effectiveness of your outreach strategies through data-rich statistics. It gives you insight into how your prospects are responding to your efforts. Statistics on Outplay offers you access to data metrics that can be monitored in real-time - never letting you lose sight of your sales goals. This article discusses the following: Team Overview Statistics (3-team-ovFew readersReports Overview
Understanding Reports in Outplay In the Reports Overview you can view reports of your team members on a daily or weekly or monthly basis or you can also view reports for a custom date range, very easily. You can also view the detailed report for the entire team or individually, and you also have an option to export those reports as well. You can hover on the stat name to see thFew readersReporting 2.0
In this article, we will discuss the new Outplay Reporting Dashboard. We have introduced a new reporting page as per the request of Outplayers. To navigate to the new reporting, click on the "Try Our New Reporting" icon in Reports. Currently, The new reporting is divided into 2 sections, Overview, and Sequences. Overview Reporting Tab. (https:/Few readersHow to create custom engagement reports on Outplay
Generate engagement reports with data metrics of your choice On Outplay, you can generate reports for all types of engagement activities initiated by users and teams. Need to keep track of your team’s email metrics? Or do you want individual user engagement reports? We’ve got you covered. Gain invaluable insights into your engagements and drive better sales outcomes! This article discusses the following: View the Leaderboard View engagement reports (view-enFew readersHow does Outplay identify meeting duplicates?
In this article, we will discuss the logic behind identifying meeting duplication on Outplay works? How to identify duplicates and de-dupe them Duplicates will be identified basis on the Meeting name, participants, and meeting duration details i.e. start/end time. If any two events are matching on the above criteria then the system will identify them as duplicates and will not be captured. Below are scenarios on which the logic is based. Scenario 1: If the organizer of tFew readersLeader Board
Leader Board shows you who is the leader in your team and the leading sequence based on different parameters. You can select a parameter from the range of parameters available when you click on the drop down. These can be 'Meetings', 'Email Opens', 'Responses' etc over a particular period of time. You can select for different date range to see the stats. (https://support.outplayhq.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio23999958185da1ca2bdde197c63978e9fScreenshotFew readersUnderstanding filters in Outplay's Reports
Explore filters to gain better insight into your sales activities Reports help you keep track of your sales performance and track progress towards your sales goals. With Outplay's reporting capabilities, you can gain insights into your sales engagement metrics, measure the effectiveness of your sales campaigns, and identify areas for improvement. In this article, we'll take a closer look at the different filters available in the Reports section of Outplay and how they can help you analyzeFew readers