Top sequences by reply rate
Top reps by reply rate
Email engagement at a glance
Strategic Insights & Recommended Actions
AI-generated executive summary, wins, issues, and recommendations
generating full report
Sequences ranked by conversion rate — click to drill in
| Sequence | Prospects | Replies | Reply % | Conversions | Conv % |
|---|---|---|---|---|---|
Reps ranked by conversion rate — click to drill in
| Rep | Prospects | Replies | Reply % | Conversions | Conv % |
|---|---|---|---|---|---|
generating insights
All sequences — click any row to drill down
| Sequence | Delivered | Replies | Reply Rate | Open Rate | Opt-Outs | Bounces |
|---|---|---|---|---|---|---|
generating insights
Email engagement funnel
Top subjects — click any row to drill down
| Subject | Sends | Opens | Replies | Reply Rate |
|---|---|---|---|---|
generating insights
Reply rate heatmap — by day and hour sent
Top Performing Email Templates
AI analysis based on outbound best practices
analyzing email performance
Rep leaderboard — click any rep to drill down
| # | Rep | Emails Sent | Reply % | Replies | Calls | Ans % | Avg Call | Prospects Added | Adoption | |
|---|---|---|---|---|---|---|---|---|---|---|
generating insights
Reply Velocity
How fast prospects reply once a rep's email lands
Reply velocity by rep — click rep to drill
| Rep | Replies | Avg Days | Median Days |
|---|---|---|---|
Fastest sequences — quickest to generate replies
| Sequence | Replies | Avg Days to Reply |
|---|---|---|
generating insights
Call direction
Call duration distribution
Reps by call activity — click to drill
| Rep | Calls | Answered | Answer % | Avg Duration |
|---|---|---|---|---|
Calls by sequence
| Sequence | Calls | Answered | Answer % |
|---|---|---|---|
generating insights
Call answer rate heatmap — best times to dial
Performance by industry — click any industry for top titles + AI sequence builder
| Industry | Accounts | Prospects | Replies | Reply % | Avg Score |
|---|---|---|---|---|---|
Most engaged accounts — top 25 by avg score
| Account | Industry | Prospects | Replies | Avg Score |
|---|---|---|---|---|
generating insights
Campaigns & tags ranked by prospects — click any tag to drill in
| Tag / Campaign | Prospects | Opens | Replies | Reply % | Engaged | Avg Score |
|---|---|---|---|---|---|---|
generating insights
Pipeline stages — click any row
Engagement score distribution
Top companies by replies — click any row
| Company | Prospects | Replies | Engaged | Avg Score |
|---|---|---|---|---|
Top titles by replies — click any row
| Title | Prospects | Replies | Reply % |
|---|---|---|---|
Top states by volume
| State | Prospects | Replies | Reply % | Opt-outs |
|---|---|---|---|---|
Opt-out rate by stage
List health
generating insights
Ghost prospects — opened 3+ times, never replied, not opted out
Last touched 30-180 days ago · re-engagement gold
generating insights
Task activity breakdown — last 30 days
Mailbox health
Rep adoption scorecard
| Rep | Status | Last Active | Tasks (7d) | Tasks (30d) | Calls (30d) | LinkedIn (30d) | Active Sequences | Active Prospects | Converted | Adoption Score |
|---|---|---|---|---|---|---|---|---|---|---|
2025 vs 2026 — Monthly Closed Revenue
2026 Full Year Forecast
Outbound activity vs pipeline coverage — last 90 days
Shows correlation between outbound volume and open pipeline by rep
Sequences driving pipeline-ready prospects — last 90 days
Rep performance — 2025 vs 2026 YTD vs projected full year
| Rep | Win Rate | Avg Deal | Avg Days Close | 2025 Closed | 2026 YTD | 2026 Projected | vs Last Year | Open Pipeline |
|---|---|---|---|---|---|---|---|---|
Open pipeline by rep
Open pipeline by stage
All open opportunities
| Opportunity | Owner | Stage | Amount | Weighted | Prob | Close Date | Days to Close | Last Update |
|---|---|---|---|---|---|---|---|---|
Ask Ro ✦
Your AI sales coach — ask anything about your data
What's our full year forecast and how confident should we be?
Which reps are behind pace and what should they do differently?
Which deals are most at risk of slipping this quarter?
Who are my top performers and what are they doing differently?
What's our pipeline coverage ratio and is it healthy?
Which sequences are generating the most pipeline activity?
Give me a CRO-level summary of where we stand right now
Write me a cold outreach email for a compliance officer at a financial firm
What should the team focus on this month to hit their numbers?
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