Reports page

Hey there! 🚀

Ready to master the Reports page on Sales Engagement Tool?

Track campaign performance by custom date ranges, filter data, and export reports for easy analysis of your results. Delve into each campaign step-by-step to see connections, replies, and messages. With zoom features, explore every detail and refine your strategy. Go ahead and elevate your Reports insights 🔍

Dive into Reports and power up! 📈

1. Familiarize Yourself with the Reports Page 🧐

The Reports page is where all your stats and figures live. Here, you're in command—you can choose the timeframe you want to analyze (start and end date), whether it's the last week, month, or a custom range.

Every campaign you run has its own story to tell through the data and you can select each individually.

2. Filter and Export Your Data 🔍📊

Narrow down your reports by type to focus on what's most important to you.

Need to take your data elsewhere? No sweat! Export it as a handy PDF or CSV file. It's like packing your stats for a journey!

3. Delve into Individual Campaign Stats 👀

To track a specific campaign, just select it. You've got two options here:

View everything neatly in a table format. Pick and choose which steps to track—or skip the ones you don't need right now.

The table sums up the total steps executed during your chosen period—think of it as your campaign's ultimate performance report!

4. Detailed Step-by-Step Analysis 📋

Scroll down for a detailed breakdown of each campaign step. See how many connections were sent, replies received, and emails/messages dispatched by Sales Engagement Tool. It varies based on your campaign type and the steps included. Easily spot where your leads stand in the campaign.

Pro Tip: 🌟 Zoom in, zoom out, and drag the screen to view all steps—it's like having a magnifying glass for your campaign's performance!

We hope this guide helps you master the Reports page like a seasoned pro. Now, dive into those stats, understand your campaign's performance, and make every move count.

Happy analyzing and boosting your Sales Engagement Tool campaigns! 🚀🔍