How 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 kinds of sequence performance data 

  • On Outplay, click Reports on the sidebar menu. 

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  • On the top panel, click Sequences. Here, you can view all sequences created in your organization and their performance metrics.

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  • Click the Column Arrangement icon.

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  • The Column Arrangement window pops up. Here, you will have two sections:
    • Available List: This section displays a list of sequence performance metrics that can be added to your reports and viewed in the sequence performance reports.
    • Visible List: This section displays a list of sequence performance metrics that are already visible in the sequence performance reports. 

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  • In the Available List, you can add and view the following sequence performance metrics:
    • Name
    • Meetings booked
    • % Opened
    • % Clicked
    • % Replied
    • % Bounced
    • Opt-Out
    • Deliveries
    • Prospects Enrolled
    • Sequence Type
    • Owner
    • Total Emails Sent
    • Total number of Steps
    • Skipped Steps
    • Calls Logged
    • Calls Skipped
    • Overdue Steps
    • Completed Steps
    • On time Steps
    • Number of WhatsApp Steps
    • WhatsApp Steps Completed
    • WhatsApp Steps Skipped
    • Number of LinkedIn Steps
    • Number of LinkedIn Steps Completed
    • Number of LinkedIn Steps Skipped
    • Total Replies: Total number of first email responses received as part of a sequence
    • Objection Positive: The % of email responses classified as positive
    • Objection Authority: The % of emails from prospects that are classified as referrals to contact other people in the organization
    • Objection Competitor
    • Objection Not Interested
    • Objection Budget and Timing
    • Objection Other: The % of email responses from prospects that couldn’t be classified under any specific objection. For example, Neutral Responses, Customer Support Questions, and Unsupported Languages. 
  • Select the metric you require from the Available List

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  • Click Save.

The selected metric is added to the Visible List and displayed in the sequence performance reports. 

Create custom views for sequence performance reports

You can add specific sequence performance metrics to your reports and save the view for later.

  • On Outplay, click Reports on the sidebar menu. 

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  • On the top panel, click Sequences. Here, you can view all sequences and their performance metrics.

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  • Click the Column Arrangement icon.

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  • The Column Arrangement window pops up. Here, you can view two sections:
    • Available List: This section displays a list of sequence performance metrics that can be added to your reports and viewed in the sequence performance reports.
    • Visible List: This section displays a list of sequence performance metrics that are already visible in the sequence performance reports. 

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  • If you want to add a specific sequence performance metric, the metric can be selected from the Available List and added to the Visible List

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  • You can arrange the columns in the sequence performance report by organizing the metrics in the Visible List in the desired order using the move icon

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  • You can remove a sequence performance metric by clicking the delete icon next to the metric in the Visible List. 

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  • Click Save.

The sequence performance report is displayed as per your requirement. 

 

TIP: Outplay will retain your last view for the sequence performance reports and display the same when reopened.

Apply filters to sequence performance reports 

Apply filters to your sequence performance reports to have better insights into specific sequences. 

  • On Outplay, click Reports on the sidebar menu. 

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  • On the top panel, click the Sequences tab. On the following page, you can view all sequences and their performance metrics.

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  • Click Filter

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  • A drop-down list will appear. Click the Sequences tab.

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  • Select the filter you require from the following list:
    • Owner
    • Sequence Status
    • Active
    • Inactive
    • All Sequences
    • Prospect Stage
    • Prospect Title
    • Account
    • Account Stage
    • Meetings
    • Opened %
    • Clicked %
    • Replied %
    • Opt Out
    • Deliveries
    • Click Apply Filters.

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    The filter is applied and the sequences that fulfill the criteria are listed. 

    Manage filters on sequence performance reports 

    On Outplay, you can save a filter as a view. Additionally, you can edit, set as default or delete filters as per your requirement. 

    Save Filter as a View

    • After applying filters on the sequence performance reports page, click the Save View button. 

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    • The Save Filter window pops up. 

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    • Here, you can complete the following fields: 

     

    Field

    Description

    Name

    Enter the name of the filter.

    Owner

    Enter the name of the creator of the filter.

    Share With

    Choose with whom you want to share the filter.

    Applied Filters

    The applied filters will be listed here. 

     

    • Click Save.

    The filter is saved as a view. 

     

    NOTE: Multiple filters can be applied and saved to create a view.

     

    Edit, Set as Default and Delete a filter

    • On the sequence performance reports page, click the View tab. 

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    • A drop-down list displaying all the saved filters will appear.

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    • Click the kebab icon menu next to the filter. 

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    • A drop-down menu with the following options will appear: 
      • Edit: Edit a filter as required. Select the option and a pop-up window will appear. The changes to the filter can be made on the same and saved. 
      • Set as Default: Select the option if you want to set the filter as the default view in the sequence performance reports. 
      • Delete: Select the option if you want to delete the filter.

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    Export a sequence performance report

    On the Sequence Performance Report page, click Export Report.

     

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    All the visible sequence performance data is exported and downloaded to your system as an excel worksheet.  

     

    NOTE: If you have applied a filter, only the sequences that meet the criteria set by the filter will be exported and downloaded.