Overview
All users across all plans can access analytics features such as email tracking and Apollo-provided reports and dashboards for email messaging, deal metrics, and more. If you require customizable reports and dashboards, work with your Apollo representative or contact the Apollo Sales Team to move to a Custom plan.
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 Dashboards feature. Dashboards provide you with a means of visualizing several related reports in a common interface.
Refer to the sections below to learn how to create custom Dashboards, access existing Dashboards, and better understand the various features you have at your disposal.
Access Dashboards in Apollo
To access Dashboards, launch Apollo and click Engage.
Click Analytics.
Click Dashboards.
Any previously created Dashboards are available on the left-hand side of the screen.
If you would like to create a new Dashboard, click + New Dashboard.
Create a New Custom Dashboard
From the Dashboards section of the Analytics page, click + New Dashboard.
There are 3 main configuration components of any Dashboard: Reports, Filters, and Data Range. The sections below outline how to set up each of these Dashboard components.
Add Reports
From the new Dashboard, there are several ways to add Reports.
Reports aggregate in-app metrics into various visualization types while using specific filters to refine the visualizations. Dashboards aggregate those Reports into a single location. You can include as many Reports in a Dashboard as you would like.
Add Existing Reports
You can use the search bar on the right-hand side of your screen to find a Report to add to your Dashboard.
Once you find the Report, click it to add it to the Dashboard.
Please note, if you know which Reports that you want to add to the Dashboard you can click them directly and ignore the search feature.
You can rearrange the report tiles as needed.
Create and Add New Reports
Although the process is less streamlined, you can create new Custom Reports directly from a new Dashboard. To add a new Report to the Dashboard, make sure you give the Dashboard a name and save it.
As a best practice, consider a Dashboard name that reflects its intended Data Range (for example, "Monthly"), its intended use (for example, "SDR Performance"), and if necessary, the intended audience for which it's meant (for example, "SDR Manager").
Once it's saved, click Edit Dashboard.
Click + New Report.
Follow the instructions in the Build and Access Reports in Apollo article to create your New Report.
After you create and save the new Report, click the Dashboard tab on the left-hand side of your screen.
Then, click the name of the Dashboard that you want to add the new Report to.
Click Edit Dashboard.
Click the new Report that you just created on the right-hand side of your screen to add it to the Dashboard.
Configure Filters
Within a Dashboard, you can apply additional filters to all of the included Reports.
After you save your Dashboard, click Filters.
Click + Add Filter.
Filters allow you to include or exclude specific subsets of data in every Report on your Dashboard. You can add as many Filters as you need to each Dashboard.
Please note, the Filters that you apply on a Dashboard do not override the Filters from individual Reports. They act as add-ons to the already existing filters in each Report.
Apollo groups filters into the following categories:
| Category | Description |
|---|---|
| User | Filter related to the specific individual(s) taking the action in the Apollo platform |
| Date | Filters related to the time period of the action taken in the Apollo platform (for example, day, hour, month, year, etc.) |
| Contact/Person | Filters 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 | Filters 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.) |
| Filters related to the type of emails sent from the Apollo platform (for example, email subject, template used, etc.) | |
| Phone Call | Filters related to the purpose and disposition of the phone calls made from the Apollo platform |
| Sequence | Filters related to the name of the sequence or the specific step that was used to engage with the prospects in the Apollo platform |
Click Select Filter to choose the relevant dimensions that you want to include in your Dashboard.
Click the Select drop-down to include or exclude additional metrics.
Click Run to update the Dashboard with the new Filters.
To delete a Filter, click the trash can icon on the right-hand side of the screen.
Then, click Run to implement the changes.
Please note, if you apply a Dashboard Filter that's in direct conflict with a Filter from any of the Reports in your new Dashboard, Apollo discards and replaces the Report Filter with the Dashboard Filter whenever you view the Dashboard; however, when you view the individual Report, the original Filter will remain in effect.
To make the best use of Dashboard Filters, first, build each report with the Filters you have in mind. When you add Reports to the Dashboard and want to view the same metrics for a different set of users, emails, contacts, etc., you can then apply a Dashboard Filter to further refine the visible data.
For example, you can create a report for a specific SDR or ADR. You can add it to an SDR/ADR team Dashboard and add a filter on the Dashboard to view metrics for all of your SDR/ADRs instead of just the one.
Please note, you do not have to set Filters for a new Dashboard. If you choose not to set Dashboard Filters, the original Filters on each Report remain in effect.
Configure Data Range
From the new Dashboard, click the timeframe on the right-hand side (in this instance, the label displays No Data Range Specified).
Click Select Data Range.
Think about the Data Range like the gap of time for all of the data in the Dashboard. Apollo provides several defined timeframes for the data that you want to visualize in your Dashboard.
You can also define your own timeframe using the Custom Range option.
If you apply a Dashboard Data Range, it overrides the Data Range set in every individual Report included in the Dashboard. This change only applies to the Dashboards page. If you view any of the individual Reports in your Dashboard from the Reports page, the original Data Range remains in effect.
After you apply a Dashboard Data Range, you can change it to another Data Range any time you like; however, you cannot delete it altogether.
If you choose a Dynamic Data Range (for example, Current Week, Last 90 Days, or This Quarter), remember to click Run on a regular basis. This will ensure that the data you view is always up-to-date.
Please note, you do not have to set a Data Range for a new Dashboard. If you choose not to set a Dashboard Data Range, the original timeframe set on each Report remains in effect.
Launch Existing Dashboards
As the name implies, Existing Dashboards are the Dashboards already present in the Apollo platform. They include any Dashboards you or your team have created.
Public Dashboards and Private Dashboards are both available from the Analytics page. From that page, click the "Dashboards" tab, scroll down the "Dashboards" column, and click the Dashboard you want to open.
Another way to find an Existing Dashboard is to use the Search Bar.
There are several features available when you work with Existing Dashboards.
Edit Existing Dashboards
From the Analytics page, click the Dashboards tab.
You can use the Search bar to find a Dashboard or browse through folders on the left-hand side and click the Dashboard that you want to edit.
Select the Dashboard and then click Edit Dashboard on the right-hand side.
You can also click the additional options (...) button next to any Dashboards and then click Edit.
From the Dashboard, you have several editing options:
- Add or Remove Report Tiles
- Edit Reports
- Re-size, Drag, and Drop Report Tiles
- Move and Rename Existing Dashboards
- Reorganize Dashboards
Add or Remove Reports From a Dashboard
To add new and existing Reports to a Dashboard, follow the instructions in the Add Reports section above.
To remove a Report from a Dashboard, click the additional options (...) button on the right-hand side of a Report on the Dashboard. Then, click Remove Tile. As a result, the Report is no longer visible on the Dashboard.
Edit Reports in a Dashboard
From a Dashboard, choose the specific Report Tile that you wish to edit. Then, click the additional options (...) button on the right-hand side of the Report Tile.
From the selected Report, you can customize the components as needed. Follow the instructions in the Build and Access Reports in Apollo article for further details on how to edit an individual Report.
After you edit the Report, return to the "Dashboards" tab. To review the changes, click the Dashboard that includes the Report.
Click Run to view the most up-to-date data.
Resize and Arrange Report Tiles in a Dashboard
From the Dashboard, you can change the layout of included reports.
Click the blue resize icon on the bottom right-hand side of the Report Tile that you want to resize. Hold down your mouse and drag the cursor to reshape the Report Tile.
From the Dashboard, you can also reposition the Report Tiles.
Click the Report Tile you want to move, hold down your mouse, and drag the tile to a new position on the Dashboard.
Move and Rename Existing Dashboards
From within a Dashboard, click the existing name in the yellow toolbar towards the top of your screen. Then, edit the name as needed.
To move a Dashboard to another location, click the drop-down arrow next to the folder in which the Dashboard currently resides. Then, from the drop-down, select a new folder.
After you have edited the name and location of the Dashboard, click Save & Finish.
Reorganize Dashboards
You can reorganize the position of any Dashboard from the "Dashboard" tab on the left-hand side of the Analytics page.
Click and drag the Dashboard into a new position in its existing folder or drag and drop it into a new folder.
Please note, if you drag a Dashboard into a Public Folder, your entire team will have access to it. You can arrange Public Dashboards into specific Shared Folders to organize all the Dashboards meant for a certain user, group, or purpose. If you drag your Dashboard into a Private Folder, you alone will have access.
Clone Existing Dashboards
To save time when creating a new Dashboard, you can clone an existing Dashboard.
From the Analytics page, click the "Dashboards" tab, scroll down the "Dashboards" column, and hover your mouse over the Dashboard you want to clone.
Click the additional options (...) button on the right-hand side of the Dashboard.
Click Clone.
Refer to the section above to edit the Dashboard to your specific needs. Then, give the Dashboard a name, select the folder where it will reside, and then click Save & Finish.
Create New Folders
Browse to the Analytics page in Apollo and click on the "Dashboards" tab on the left-hand side of the screen.
From the "Dashboards" tab, click + New Folder.
Type the name of the new folder in the modal and then click Save.
You can add as many Dashboards as you would like to a new folder from the "Dashboards" tab. To do so, drag and drop the Dashboards into the new folder.
Add to Favorites
From the "Dashboards" tab on the Analytics page, there are two ways to designate a Dashboard as a favorite. Click the Dashboard you want to add to your favorites.
Then, click the star icon on the left-hand side of the Dashboard name.
You can also access favorites from the "Dashboards" tab. Click the additional options (...) button on the right-hand side of a Dashboard. Then, click + Add to Favorites.
In both cases, the Dashboard you select appears in the Starred Dashboards section on the left-hand side of the screen.
Click the yellow star icon by the Dashboard name to remove a Dashboard from the Starred Dashboards section. After you click the yellow star, the Dashboard disappears from the list of favorites.
You can also click the additional options (...) button on the right-hand side of a Dashboard and then click - Remove From Favorites.
