Outreach (Prospect Overview) Dashboard Template

Template created by Databox Databox
You can use this free, intuitive, well-designed Outreach Dashboard template to uncover key insights about your prospecting efforts in real-time. Track and assess the impact of every touchpoint, including email opens, replies, and so on.

Uses one-click integrations:

  • Outreach Outreach

If you don’t use Outreach, you can pull data from any of our 70+ one-click, native integrations or from spreadsheets, databases and other APIs.

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What you’ll learn from this Outreach (Prospect Overview) Dashboard Template:

With this Outreach Dashboard Template, you’ll be able to easily track and visualize every engagement made with prospects by you (and your team). Connect your Outreach account and learn:

  • How many prospects were contacted today? Get a day-to-day update on the number of prospects created in Outreach by your team. Measure the number of prospects contacted daily against your set goal, is your team meeting the daily target? The more prospects your team contacts, the more likely your sales team will hit their quota for the month, due to the fact that sales prospecting brings in leads.
  • How many prospects engaged with my sales team today? Track prospect replies to your sales team emails on a daily basis. By tracking this data, you’ll be able to tell how effective your campaigns are and how they are perceived by your subscribers based on how they engage with your emails.
  • How many prospects received my last email? View the total number of prospects that received at least one email sent by your sales team within a specified time period.
  • How many of our email recipients opened my sent email campaigns? Monitor how many prospects opened your sent email(s) within a given timeframe. Additionally, find out what percentage of your prospects actually opened your sent email(s). This is a great indicator of your prospect’s interest and behavior, as well as the effectiveness of your email subject line.
  • What percentage of my prospect list did not receive my last email? Keep track of the number of emails that were not delivered and returned for whatever reason such as an invalid email address (hard bounce), a full mailbox, or a temporarily unavailable mail server (soft bounce). It is important to track this data as a high bounce rate is an indicator that your prospect list needs to be purged and updated.
  • How do I track where my prospects are in the sales process? See where your prospects are in the sales cycle at any given time. The more visibility into your sales pipeline you and your team have, the better you will become at providing your prospective clients with everything they need to move from one stage to another.

Pull additional data using our deep integration with Outreach.

What else can you track and visualize with our deep integration with Outreach? When it comes to measuring your sales prospecting efforts, pretty much anything:

  • Conversion rate
  • Email engagement activity metrics (open rate, response rate)
  • Activity ratio by team member (Calls, Dials, Emails per day)
  • The average number of follow-ups
  • Qualification rate

There are numerous metrics and metric combinations you can track using Outreach. And in Databox, you can quickly visualize dozens of Outreach metrics in various ways.

Read more about Databox’s Outreach integration.

Outreach Outreach metrics included in this template
  • Bounced Prospects

    Total number of Bounced Prospects. No historical data is available from before the initial connection.

  • Created Prospects

    The number of created Prospects during the specified Date Range.

  • Created Prospects by stage

    Total number of Prospects created split up by Stage. No historical data is available from before the initial connection.

  • Mailed Prospects

    Total number of Mailed Prospects. No historical data is available from before the initial connection.

  • Opened Prospects

    Total number of Opens from Prospects. No historical data is available from before the initial connection.

  • Replied Prospects

    Total number of Replies from Prospects. No historical data is available from before the initial connection.

  • Bounced Prospects %

  • Opened Prospects %

  • Total Prospects

    Total number of Prospects. No historical data is available from before the initial connection.

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Customize this dashboard with Databox

Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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