Overview
Home on Apollo is a customizable workspace for reviewing your ongoing work, recommendations, and the performance insights that matter most to you. Use home to see what needs your attention and take action from one place.
Home is organized into helpful widgets. Some widgets only show information when you already use the related Apollo feature or have relevant data to display. When you're still new to Apollo, home can also surface personalized onboarding to help you get set up.
Check out the following sections to get to know home on Apollo.
Get Started
Start with your personalized onboarding, then use and customize home around the work that matters most to you.
| Complete your onboarding | Follow Apollo's personalized onboarding to configure your account and get started with the features most relevant to your goals. |
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| Use home | Review your work and insights on home, then take action on the ones that are relevant to your workflow. |
| Customize your home layout | Switch layouts and add, remove, or rearrange widgets to customize home so Apollo is focused on the information you use most. |
FAQs
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Frequently asked questions |
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| What widgets can I use on home? | Where do tasks on home come from? | Where can I see call and email performance? |
| How do I customize the layout? | Why don't I see a widget or specific data on home? | What does this widget do? |
What widgets can I use on home?
Check out the full widget glossary.
Depending on your layout, you can use widgets for:
- Recommendations and prospects: Review recommended actions, suggested leads, and recommended prospects.
- Work that needs attention: Keep track of tasks, recent replies, pending deals, and other follow-up activities.
- Activity and performance: Monitor email, call, sequence, quota, and other sales performance metrics.
- Team performance: Compare results across your team with leaderboards for metrics such as deals won, win rate, emails sent, and calls completed.
The widgets you see depend on your selected layout. You can add, remove, or rearrange widgets to focus home on the information that matters most to you.
Where do tasks on home come from?
Home displays active tasks assigned to you in Apollo. Tasks can be created manually or generated as part of sequences and other workflows.
When a sequence reaches a manual email, phone call, action item, or LinkedIn step, Apollo creates a task for the assigned user to complete. Automatic email steps don't create tasks because Apollo sends those emails automatically.
You can click View all tasks from home to review your complete task list. Check out Tasks Overview to learn more about how tasks are created and assigned.
Where can I see call and email performance?
Add email and call performance widgets to your home layout to monitor outreach activity without leaving home. Depending on your layout, you can review metrics such as emails sent, delivered, opened, replied to, and interested, as well as calls logged, connected, and connected-positive.
Email performance data appears after you begin sending emails through Apollo. Call performance data appears after you make or receive calls with the Apollo dialer.
For more detailed reporting, check out Use Analytics Reports.
How do I customize the layout?
A home layout is a saved arrangement of widgets. You can add, remove, resize, and filter widgets on home.
To customize the home layout:
- Click Edit layout.
- Click Delete to remove a widget.
- To add a new widget, click +.
- Select an available widget, then drag and drop where you want it on home.
To learn more about a widget, review the widget glossary.
- To resize a widget, click and drag ⤡.
- When finished editing, click Save changes, then choose whether to apply the updates to the current layout or save a new layout.
You have now customized your home layout.
To change the current layout, click the layout name then select a different saved layout.
What does this widget do?
Select a widget to learn more:
- Recommendations
- Tasks
- Suggested leads
- Recent replies
- Pending deals
- Email stats
- Call stats
- Emails sent
- Quota attainment
- Calls made
- Sequence stats
- Email funnel
- Leaderboard: Deal amount won
- Leaderboard: Deal win rate
- Leaderboard: Emails sent
- Leaderboard: Calls completed
Recommendations
Recommendations turn Apollo into a proactive system of action. Powered by Apollo AI, recommendations surface the next step at the right time, helping you fix deliverability issues, prioritize high-intent prospects, and drive more pipeline.
- Click View recommendation to learn more about a specific recommendation and take action.
- Click Mark complete, Save for later, or Dismiss to take an action on the recommendation.
- Click Active to view saved, completed, or dismissed recommendations.
Tasks
Track tasks assigned to you, take quick action, and reassign or archive tasks directly from here.
To view tasks on home, you need at least one task assigned to you.
- Click View all tasks to navigate to Tasks, and review your task details.
Suggested leads
Suggested leads provide you net-new, high-value prospects that fit your target personas. These recommendations can help you prioritize and generate pipeline faster by connecting to the right people in just a few clicks.
Recent replies
Track recent replies to messages you sent via the mailboxes you've connected to Apollo. You can filter messages by status and linked mailbox.
To view recent replies from home, first connect your mailboxes to Apollo.
Pending deals
Track the status of your team's pending deals.
To access deals from home, you need to have existing deals in Apollo or pull opportunity data from your CRM.
- Click View all deals to navigate to Deals and review all the pending deals assigned to you and your team.
Email stats
Apollo displays email stats once you start sending emails in sequences on Apollo.
Use email stats to gain a holistic view of your email performance. Stats include:
- # Emails Sent
- # Emails Delivered
- # Emails Opened
- # Emails Replied
- # Emails Interested
- # Emails Bounced
- Click ≡ to adjust the time range for your email stats to daily, weekly, monthly, or quarterly.
- Click ☲ to adjust the filters in a full report.
Call stats
You need to first make or receive calls on Apollo to see call stats data from home. Then you can track your calls to monitor your team's performance and keep an eye on the following statistics:
- # Calls Logged
- # Calls Connected
- # Calls Connected - Positive
- Avg. Call Duration (sec)
- Click ≡ to adjust the time range for your team's call stats to daily, weekly, monthly, or quarterly.
- Click ☲ to adjust the filters in a full report.
Emails sent
View email volume over the past five weeks and compare it with the previous period.
- Click Create goal to set a new goal for yourself based on your sent emails.
- Click ... to view the full report, clone it, or download the data via a CSV file.
Quota attainment
Visualize your quota attainment for the last five weeks and the total amount won from your successful deals.
- Click Create goal to create a new goal for your personal quota attainment based on insights from this widget.
- Click ... to view the full report, clone it, or download the data via a CSV file.
Calls made
You need to first make or receive calls on Apollo to see call stats data from home. Then you can view the number of calls you made from Apollo over the past five weeks and compare it with the previous period.
- Click Create goal to set a new goal based on your logged calls.
- Click ... to view the full report, clone it, or download the data via a CSV file.
Sequence stats
Track the performance of your team's sequences over the last 90 days. You can review the following statistics for each sequence:
- # Emails Sent
- % Emails Opened
- % Emails Replied
- % Emails Interested
- # Calls Logged
- % Calls Connected
- Click ≡ to adjust the time range for your sequence performance report to the last 7 days, 4 weeks, 6 months, or 12 months.
- Click ... to view the full report or download the data via a CSV file.
Email funnel
Apollo shows a visualization of the following email statistics over the last 30 days:
- # Emails Sent
- # Emails Delivered
- # Emails Opened
- # Emails Replied
- # Emails Interested
- Click ≡ to adjust the time range for your performance funnel report to the last 7 days, 4 weeks, 6 months, or 12 months.
- Click ... to view the full report or download the data via a CSV file.
Leaderboard: Deal amount won
Monitor the total deal amount each of your teammates have won in the last 30 days. Teammates with more deals rank higher on the leaderboard.
- Click ≡ to adjust the time range for this leaderboard to the last seven days, four weeks, six months, or twelve months.
- Click ... to view the full report or download the data via a CSV file.
Leaderboard: Deal win rate
Monitor the deal win rate percentage for each of your teammates in the last thirty days. Teammates with a larger deal win rate rank higher on the leaderboard.
- Click ≡ to adjust the time range for this leaderboard to the last seven days, four weeks, six months, or twelve months.
- Click ... to view the full report or download the data via a CSV file.
Leaderboard: Emails sent
Monitor the number of emails your teammates sent in the last thirty days. Teammates who sent more emails rank higher on the leaderboard.
- Click ≡ to adjust the time range for this leaderboard to the last seven days, four weeks, six months, or twelve months.
- Click ... to view the full report or download the data via a CSV file.
Leaderboard: Calls completed
Monitor the number of calls your teammates completed in the last thirty days. Teammates with more completed calls rank higher on the leaderboard.
- Click Filters to adjust the time range for this leaderboard to the last seven days, four weeks, six months, or twelve months.
- Click ... to view the full report or download the data via a CSV file.
Why don't I see a widget or specific data on home?
What appears on home depends on your selected layout and whether there is relevant data for a widget to display.
If you don't see a specific widget, check whether it has been added to your current layout. If the widget appears but doesn't contain data, you may need to use the related Apollo feature first. For example, email performance widgets need email activity, call performance widgets need call activity, and the tasks widget needs an active task assigned to you.