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 analyze your sales data more effectively.
This article discusses:
- Filters in Reports → Overview
- Filters in Reports → Engagement
- Filters in Reports → Sequences
- Filters in Reports → Other Reports
- Filters in Reports → Dashboards
Filters in Reports → Overview
Date Range
The Date Range filter allows you to select a specific time frame, such as a week, month, quarter, or year, to view sales engagement metrics in your report. This helps you analyze your sales performance over time and track progress towards your goals.
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Overview Reports Filters
The filters include the following options:
- User Filter: Allows you to select a specific user whose sales engagement metrics you want to view in your report. This filter is useful if you want to analyze the performance of an individual sales rep or compare the performance of different reps. You can select one or more users at a time, depending on your reporting needs. By default, the report shows data for all users, but you can use the User Filter to narrow down the report and see the data that's most relevant to you.
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- Team Filter: Allows you to select specific teams whose data you want to see in your report. You can select one or more teams at a time, depending on your reporting needs. This filter is useful if you want to analyze the performance of a particular team or compare the performance of different teams. By default, the report shows data for all teams, but you can use the Team Filter to narrow down the report and see the data that's most relevant to you.
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- Compare With: Allows you to select another date range and compare your sales engagement metrics for the two time periods in a single report. This filter is useful if you want to see how your sales performance has changed over time and measure progress towards your goals. You can select from predefined date ranges or choose a custom range that suits your reporting needs. By default, the report compares the current date range with the same period in the previous year, but you can use the Compare With filter to adjust the time frame and see the data that's most relevant to you.
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Filters in Reports → Engagement
TIP: For each filter, you can set a specific criteria to filter the report. For example, if you’re applying the Bounced filter, you can select the criteria as Greater Than and enter the value as “10” to view users with bounced emails above 10.
Filters in Engagement: Leaderboard
The filters include the following options:
- Bounced: Shows users and their engagement metrics as per the selected number of bounced emails.
- Calls Logged: Shows users and their engagement metrics as per the selected number of calls logged.
- Delivered: Shows users and their engagement metrics as per the selected number of delivered emails.
- Meetings Booked: Shows users and their engagement metrics as per the selected number of meetings booked.
- Opened: Shows users and their engagement metrics as per the selected number of opened emails.
- Replied: Shows users and their engagement metrics as per the selected number of email responses received.
- Teams: Allows you to view the Leaderboard for specific teams in your Outplay account.
- Unsubscribed: Shows users and their engagement metrics as per the selected number of prospects who had unsubscribed from their sales engagement campaigns.
- Users: Allows you to view the Leaderboard for specific users in your Outplay account.
Filters in Engagement: Emails
The filters include the following options:
- Bounced: Shows users and their email engagement metrics as per the selected number of bounced emails.
- Clicked: Shows users and their email engagement metrics as per the selected number of emails that were clicked by a prospect.
- Delivered: Shows users and their email engagement metrics as per the selected number of delivered emails.
- Email Template: Shows users and their email engagement metrics as per the usage of a specific email template.
- Email Type: Shows users and their email engagement metrics as per the selected number of one-off/ sequence emails they’ve sent.
- Mailbox: Shows users and their email engagement metrics as per a specific mailbox.
- Objection: Shows users and their email engagement metrics as per the type of objection emails they’ve received.
- Opened: Shows users and their email engagement metrics as per the number of emails that were opened.
- Replied: Shows users and their email engagement metrics as per the number of reply emails.
- Sent: Shows users and their email engagement metrics as per the number of emails that were sent.
- Teams: Shows users and their email engagement metrics in a specific team.
- Unsubscribed: Shows users and their email engagement metrics as per the number of prospects who have unsubscribed from their email campaigns.
- Users: Shows specific users and their email engagement metrics.
NOTE: When applying filters like Bounced, Clicked, Delivered, Opened, Replied, Sent, and Unsubscribed to your report, you may encounter issues when exporting the report with those filters. Keep this in mind if you plan to export your report with filters applied, and consider testing the export to ensure that it includes the data you need. If you have any questions or concerns about exporting filtered reports, please don't hesitate to reach out to our support team for assistance.
Filters in Engagement: Calls
The filters include the following options:
- Answered Calls: Shows users and their call metrics as per the number of answered calls.
- Call Outcome: Shows users and their call metrics as per the selected call outcome.
- Call Type: Shows users and their call metrics as per the selected call type.
- Calls Logged: Shows users and their call metrics as per the number of logged calls.
- Interested Calls: Shows users and their call metrics as per the number of calls where the prospect seemed interested.
- Outbound Calls: Shows users and their call metrics as per the number of outbound calls.
- Sequences: Shows users and their call metrics for a particular sequence.
- Teams: Shows users and their call metrics in a specific team.
- Users: Shows specific users and their call metrics.
Filters in Engagement: Tasks
The filters include the following options:
- Priority: Shows users and their task metrics as per the selected priority status.
- Sequences: Shows users and their task metrics as per the selected sequence.
- Task Source: Shows users and their task metrics as per the selected task source (Task Source can be All, Sequence, Manual, or Followup).
- Task Status: Shows users and their task metrics as per the selected task status (Task Status can be Completed, Due, or Skipped).
- Teams: Shows users and their task metrics in a specific team.
- Users: Shows specific users and their task metrics.
Filters in Engagement: Meetings
The filters include the following options:
- Sequences: Shows users and their meeting metrics as per the selected sequence.
- Teams: Allows you to select a team and view the meeting metrics for individual users in the team.
- Users: Allows you to select a user and view their meeting metrics.
Filters in Engagement: Opportunities
The filters include the following options:
- Teams: Allows you to select a team and view the opportunity metrics for individual users in the team.
- Users: Allows you to select a user and view their opportunity metrics.
Filters in Reports → Sequences
The filters include the following options:
- Clicked: Shows sequences and their performance metrics as per the selected number of email clicks made by the prospects in a sequence.
- Deliveries: Shows sequences and their performance metrics as per the selected number of delivered emails.
- Meetings: Shows sequences and their performance metrics as per the selected number of meetings booked.
- Opened: Shows sequences and their performance metrics as per the selected number of emails opened by the prospects in the sequence.
- OptOut: Shows sequences and their performance metrics as per the selected number of prospects who had opted out of the sequence.
- Owners: Shows sequences and their performance metrics owned by the selected user in your Outplay account.
- Replied: Shows sequences and their performance metrics as per the selected number of email responses received in the sequence.
- Sequence Status: Shows sequences and their performance metrics with the selected sequence status, which can be All, Active, or Inactive.
- Sequences: Allows you to select a specific sequence and view their performance metrics.
- Teams: Allows you to select a specific team and view their sequences along with their performance metrics.
NOTE: When applying filters like Clicked, Deliveries, Meetings, Opened, OptOut, and Replied to your report, you may encounter issues when exporting the report with those filters. Keep this in mind if you plan to export your report with filters applied, and consider testing the export to ensure that it includes the data you need. If you have any questions or concerns about exporting filtered reports, please don't hesitate to reach out to our support team for assistance.
Filters in Reports → Other Reports
The filters include the following options:
- Teams: Allows you to select a team and view the Open Rate, Reply Rate, and Conversation Rate for individual users in the team.
- Users: Allows you to select a user and view their Open Rate, Reply Rate, and Conversation Rate.
Filters in Reports → Dashboards
You can apply filters in the following Standard Dashboards:
- Activity Dashboard
- Call Efficiency
- Email Efficiency
Let’s take a look at the filters in each of the Standard Dashboards:
Filters in the Activity Dashboard
The filters include the following options:
- Delivered: Shows activity metrics as per the selected number of emails delivered.
- Email Template: Shows activity metrics as per the usage of a specific email template.
- Email Type: Shows activity metrics as per the type of email; One-Off Emails or Sequence Emails.
- Mailbox: Shows activity metrics associated with the selected mailbox.
- Objection: Shows activity metrics as per the objection received for the same. It could be Budget, Timing, Competitor, and more.
- Sent: Shows activity metrics as per the selected number of emails sent.
- Teams: Allows you to select a team and view the activity metrics for the users in the specific team.
- Users: Allows you to select a user and view their activity metrics.
- Opened: Shows activity metrics as per the selected percentage of emails opened by prospects.
- Clicked: Shows activity metrics as per the selected percentage of emails clicked on by prospects.
- Replied: Shows activity metrics as per the selected percentage of emails responses received from prospects.
- Bounced: Shows activity metrics as per the selected percentage of emails bounced.
- Unsubscribed: Shows activity metrics as per the selected number of prospects who had unsubscribed from campaigns.
Filters in the Call Efficiency Standard Dashboard
The filters include the following options:
- Answered Calls: Shows call efficiency metrics as per the number of calls that were marked as answered by prospects.
- Call Outcome: Shows call efficiency metrics as per a specific call outcome.
- Call Type: Shows call efficiency metrics as per a specific call type; All, Inbound, or Outbound.
- Calls Logged: Shows call efficiency metrics as per the number of calls that were logged.
- Outbound Calls: Shows call efficiency metrics as per the number of outbound calls that were completed.
- Sequences: Allows you to select a sequence and view the call efficiency metrics for the specific sequence.
- Teams: Allows you to select a team and view the call efficiency metrics for the users in that specific team.
- Users: Allows you to select users and view their individual call efficiency metrics.
- Interested Calls: Shows call efficiency metrics as per the selected percentage of calls with their outcome marked as Interested.
Filters in the Email Efficiency Standard Dashboard
The filters include the following options:
- Delivered: Shows email efficiency metrics as per the selected number of delivered emails.
- Email Template: Shows email efficiency metrics as per the usage of a specific email template.
- Email Type: Shows email efficiency metrics as per the selected number of one-off/ sequence emails sent.
- Mailbox: Shows email efficiency metrics for a selected mailbox.
- Objection: Shows email efficiency metrics as per the type of objection emails received.
- Sent: Shows email efficiency metrics as per the selected number of sent emails.
- Teams: Allows you to select a team and view the email efficiency metrics for the users in that specific team.
- Users: Allows you to select users and view their individual email efficiency metrics.
- Opened: Shows email efficiency as per the selected percentage of emails that were opened by prospects.
- Clicked: Shows email efficiency as per the selected percentage of emails that were clicked on by prospects.
- Replied: Shows email efficiency as per the selected percentage of email responses received by prospects.
- Bounced: Shows email efficiency as per the selected percentage of bounced emails.
- Unsubscribed: Shows email efficiency as per the selected number of prospects who had unsubscribed from the campaigns.
NOTES:
- For each filter, you can set a specific criteria to filter the report. For example, if you’re applying the Bounced filter, you can select the criteria as Greater Than and enter the value as “10” to view users with bounced emails above 10.
- Date Range Filter: Allows you to select a specific time frame, such as a week, month, quarter, or year, to view sales engagement metrics in your report. This helps you analyze your sales performance over time and track progress towards your goals.
TIP: Once filters are applied in Reports, they will persist even when you navigate away and return to Reports.