Apollo Analytics provide you with actionable data you can use to transform your company's sales efforts. One facet of the Analytics suite is the Reports feature. Reports provide you with a means of aggregating in-app metrics into various visualization types while using specific filters to refine the visualizations.
Refer to the sections below to learn how to create a Report and better understand the various components you have at your disposal.
Access Reports in Apollo
To access Reports, launch Apollo and click Engage.
Any previously created Reports are available on the left-hand-side of the screen.
If you would like to create a new Report, click + New Report.
Create a New Custom Report
From the Reports section of the Analytics page, click + New Report.
There are 5 main configuration components of any Custom Report: Metrics, Dimensions, Filters, Visualization, and Data Range. The sections below outline how to configure each of these Custom Report components.
From the new Custom Report, click the Metrics tab.
Think about Metrics like the What part of your report—what do you want to measure? You can include as many metrics as you need in each Custom Report. Apollo groups metrics into 9 top-level categories:
|Calls||Metrics related to the performance and status of calls made with the Apollo Dialer|
|Emails||Metrics related to the performance of emails sent through Apollo Sequences|
|Tasks||Metrics related to the creation and completion of Tasks in the Apollo platform|
|Linkedin Tasks||Metrics related to the creation and completion of Tasks created from the Apollo extension on LinkedIn|
|Account||Metrics related to the interactions with accounts in the Apollo platform|
|Contact||Metrics related to the interactions with contacts in the Apollo platform|
|Opportunity||Metrics related to the performance of Opportunities in the Apollo platform|
|Person||Metric related to the number of Net New People saved as contacts in the Apollo platform|
|Company||Metric related to the number of Net New Companies saved as accounts in the Apollo platform|
Click the relevant metrics that you want to include in the Custom Report. Apollo adds the selected Metrics as columns to the table on the left.
To gain optimal results, limit yourself to less than 25 metrics per report. For the clearest results, start with the most important metrics and add additional fields only if necessary.
From the new Custom Report, click the Dimensions tab.
Think about Dimensions like the Which part of your report—which data do you want to measure your metrics by? Apollo groups dimensions into 7 categories:
|User||Dimension related to the specific individual(s) taking the action in the Apollo platform|
|Date||Dimensions related to the time period of the action taken in the Apollo platform (for example, day, hour, month, year, etc.)|
|Contact/Person||Dimensions related to the information about the individuals contacted from the Apollo platform (for example, their persona type, their location, their stage in the sales pipeline, etc.)|
|Account/Company||Dimensions related to the information about the companies contacted from the Apollo platform (for example, the account name, the number of company employees, the industry, related keywords, etc.)|
|Dimensions related to the type of emails sent from the Apollo platform (for example, email subject, template used, etc.)|
|Phone Call||Dimensions related to the purpose and disposition of the phone calls made from the Apollo platform|
|Sequence||Dimensions related to the name of the sequence or the specific step that was used to engage with the prospects in the Apollo platform|
Please note, you may notice some overlap between specific items in the Metrics and Dimensions lists. This is because you can use many types of data as either a Metric or Dimension.
Click the relevant dimension(s) that you want to include in the Custom Report. Apollo adds the selected Dimensions as rows to the table on the left.
You can add a maximum of 2 Dimensions per report.
From the new Custom Report, click Filters on the left-hand-side.
Click + Add Filters.
Think about Filters like the specific subsets of data that you want to visualize in your report. Which subsets do you want to include and exclude? You can add as many filters as you need in each Custom Report. Apollo groups filters into the same categories as those in the Dimensions section above.
Click Select Filter to choose the relevant dimensions that you want to include in the Custom Report.
Click the Select drop-down to include or exclude additional metrics of your choice.
Configure Data Range
From the new Custom Report, click the timeframe on the right-hand-side (in this instance, the label displays Last 30 days).
Click the Data Range drop-down.
Think about the Data Range like the gap of time for all of the data in the Custom Report. Apollo provides several defined timeframes for the data that you want to visualize in the Custom Report.
You can also define your own timeframe using the Custom Range option.
From the new Custom Report, click Visualization on the left-hand-side.
Think about Visualization as the way that Apollo displays the Custom Report data. Apollo allows you to choose from a variety of preconfigured types:
Click the Visualization you want to use for the Custom Report.
Run the Custom Report
After you have finished configuring the Custom Report, click Run.
When you are ready to finalize your work, give the report a name, select the folder where it will live, and then click Save & Finish.
Launch Standard/Pre-Built Reports
As the name implies, Standard/Pre-Built Reports are available out-of-the-box on the Apollo Analytics page. From that page, scroll down the "Reports" column until you see the "Standard Reports" section.
Since all of the Reports in this section are pre-built, they do not require any customization on your part. Click a folder to expand it and view the available Reports.
Click a Report name to load it.
Change the Visualization type by clicking one of the options.
Similar to Custom Reports, you can add filters to a Standard Report and adjust the timeframe for the data it contains. Click Filters to see the available configuration options.
After configuring the Standard Report, click Run to repopulate its data.
Add Reports to a Dashboard
Launch the report that you want to add to a Dashboard from the Analytics screen.
Click Add Report To Dashboard.
Select a Dashboard or type the name of a Dashboard from the first drop-down. You can add multiple Dashboards to this field.
Apollo automatically fills in the Dashboard Tile Name with the name of the Report you are adding.
Click Add to complete the process.
For more information about Dashboards, refer to the Build and Access Dashboards in Apollo article.
Add Reports to a Cockpit Layout
Launch the report that you want to add to the Apollo Cockpit from the Analytics screen.
Click Add Report to Cockpit.
Select a Cockpit layout or type the name of a Cockpit layout from the drop-down. This will determine which layout type should feature this report. You can add multiple Cockpit layouts to this field.
Click Update to complete the process.
Export a Report to CSV
Launch the report that you want to export to CSV from the Analytics screen.
Click Export as CSV.
Your browser will initiate a file download and you can open the CSV file in your editor of choice.