Use Analytics Dashboards

Article author
Dustin Nathaniel Keys
Updated

Overview

Apollo analytics offers actionable data you can use to monitor and improve your company's sales outreach. Use dashboards for at-a-glance visualizations to see how your team is performing, which contacts and accounts are most receptive to your engagement, and where to address bottlenecks in your sales pipeline.

 
It's in the Plan

All Apollo plans include access to analytics features like email tracking. Some plans include Apollo-built reports and dashboards. If your team needs access to analytics dashboards, upgrade your plan. If you have questions about upgrading, reach out to the Apollo sales team.

Check out the following sections to create, access, and use analytics dashboards.

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Access Dashboards

 
Permission Required

To use dashboards, you need permission to access analytics. If you don't have permission, reach out to an Apollo admin who can edit your permission profile.

To access dashboards:

  1. Launch Apollo and click Analytics > Dashboards.
  2. Apollo organizes dashboards into 3 categories: favorites, private, and all dashboards. You can also see your recently viewed reports for easy access.

Dashboards View

  1. You can further organize dashboards by folders. Click Created by Apollo to access pre-built, ready to use dashboards.

Created by Apollo

 
Dashboard Dictionary

Want to know more about a particular dashboard? Check out all of the dashboards created by Apollo.

  1. Click a dashboard folder to view the available dashboards.

Created by Apollo

  1. Select a dashboard, then set a date range.

Date range

  1. (Optional) Click Add filter to filter the dashboard. You can filter by users and teams, account stages, and more.

Filters

 
Filter Facts

Dashboard filters don't override the filters present on the reports that drive dashboard widgets. Instead, dashboard filters act as add-ons to the existing filters in each report.

If you use a dashboard filter that conflicts with a filter from an underlying report, Apollo discards and replaces the report filter with the dashboard filter whenever you view the dashboard. However, when you view the report, the original filter remains in effect.

  1. After applying a date range and filters, click Run. Apollo analyzes your performance.

The accounts prospected by user and The contacts prospected by user widgets

  1. Click ... > View Report beside a dashboard widget to view a more detailed report.

You have now accessed analytics dashboards.

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Use Apollo Created Dashboards

You can use the following dashboards created by Apollo:

Prospecting activity

Leverage this dashboard to gain high-level insights into your team's prospecting efforts.

To use the dashboard, ensure you set the correct date range, and click Run. Then review the following widgets to see how you're performing:

  1. # Accounts touched, contacts added to sequences, and contacts changed stage: View high-level account and contact movement, with totals for each activity and the upward or downward trend over time. Hover over a statistic for more details.
The # accounts touched, contacts added to sequences, and contacts changed stage widget
  1. Accounts prospected by user and contacts prospected by user: Visualize account and contact touches, emails, sequence additions, and stage changes by team member. Click ... beside either widget to view a more detailed report.
The accounts prospected by user and The contacts prospected by user widgets
  1. Prospecting email performance funnel: View your email funnel performance. Each column represents the amount and percentage of contacts that moved from the prior status.
The prospecting email performance funnel widget
  1. Prospecting call performance funnel: Visualize your call funnel performance. Each column represents the amount and percentage of contacts that moved from the prior status.
The prospecting email performance funnel widget You have now used the prospecting activity dashboard.

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Meeting insights

Leverage this dashboard to help track team trends and identify areas for improvement in meeting scheduling, rescheduling, and cancellations. Apollo only provides insights on meetings scheduled with Apollo.

To use the dashboard, ensure you set the correct date range, and click Run. Then review the following widgets to see how you're performing:

  1. # Meetings scheduled: View the total number of meetings scheduled in Apollo.
  2. # Meetings scheduled by meeting type: View the total number of meetings scheduled in Apollo by type of meeting.

The Meetings scheduled and meetings by type widgets are highlighted

  1. # Meetings rescheduled: Visualize the total number of meetings rescheduled in Apollo.
  2. # Meetings cancelled: Views the total number of meetings your prospects have canceled in Apollo.

The Meetings scheduled and meetings by type widgets are highlighted You have now used the meeting insights dashboard.

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Most engaged email demographic

Leverage this dashboard to gain key details about the people most engaged with your team's emails.

To use the dashboard, ensure you set the correct date range, and click Run. Then review widgets to see how you're performing:

  1. Most engaged personas with emails: View the personas most engaged with your team's email outreach. Apollo displays the total number of emails sent and interested, along with the percentage of emails opened, replied, and interested by persona.
The Most engaged personas with emails widget
  1. Most engaged contact titles with emails: View the total number of emails sent and emails interested, as well as the percentage of emails opened, replied, and interested by contact job title.
The Most engaged contact titles with emails widget
  1. Most engaged company sizes with emails: Visualize the number of emails sent and emails interested, as well as the percentage of emails opened, replied, and interested by number of company employees.
The Most engaged company sizes with emails widget
  1. Most engaged industries with emails: Visualize the number of emails sent and emails interested, as well as the percentage of emails opened, replied, and interested by company industry.
The Most engaged industries with emails widget You have now used the most engaged email demographic dashboard.

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Most engaged call demographic

Leverage this dashboard to access key demographic details about the people most engaged with your team's calls.

To use the dashboard, ensure you set the correct date range, and click Run. Then review the following widgets to see how you're performing:

  1. Most engaged personas with calls: View the personas most engaged with your team's call outreach. Apollo displays the number of calls dialed, connected, and connected-positive, as well as the percentage of calls connected and connected-positive, by persona.

The Most engaged personas with calls widget

  1. Most engaged contact titles with calls: View the total number of calls dialed, connected, and connected-positive, as well as the percentage of calls connected and connected-positive by contact job title.

The Most engaged contact titles with calls widget

  1. Most engaged company sizes with calls: Visualize the total number of calls dialed, connected, and connected-positive, as well as the percentage of calls connected and connected-positive by the number of company employees.

The Most engaged company sizes with emails widget

  1. Most engaged industries with calls: Visualize the total number of calls dialed, connected, and connected-positive, as well as the percentage of calls connected and connected-positive by industry.

The Most engaged industries with emails widget You have now used the most engaged call demographic dashboard.

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Website visitor trends

 
First Things First

To report on website visitor trends, enable website visitor tracking.

Leverage this dashboard to view analytics on your website visitors.

To use the dashboard, ensure you set the correct date range, and click Run. Then review the following widgets to see how you're performing:

  1. Website visitor daily volume trend: Visualize the daily number of visitors to your website.

The Website visitor daily volume trend widget

  1. Top 10 pages visited: View the top ten pages visited with the number of visitors by page URL.
  1. Top 10 companies that visited: View the top ten companies that visited your websites, with the number of visitors per company.

The Top 10 pages visited and 10 companies visitors widget

You have now used the website visitor trends dashboard.

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Deals analytics

Leverage this dashboard to gauge the health of your sales pipeline.

To use the dashboard, ensure you set the correct date range, and click Run. Then review the following widgets to see how you're performing:

  1. Deal win rate: View the deal win rate per user. This is a measurement of total deals owned-closed divided by the total number of deals closed-won. Use this widget to quickly review your team's performance.

An example deal win rate widget is shown

  1. Deals conversion as percentageage: View the percentageage per stage of deals that changed stage. Use this widget to identify bottlenecks in your deal pipeline.
  1. Deals conversion per stage: View the number of deals per stage that changed stage. Use this widget to identify bottlenecks in your deal pipeline.

Example deal conversion widgets are shown

  1. Pipeline deal conversion as percentageage: View the percentageage of deals that originated in your pipeline stages. Use this widget to ensure deals are flowing through each stage of your deal pipeline as expected.
  1. Pipeline deal conversion: View the number of deals that orgiinated in your pipeline stages. Use this widget to ensure deals are flowing through each stage of your deal pipeline as expected.

Example pipeline deal conversion widgets are shown

  1. Number of deals by deal stage and user: View the number of deals by deal stage per user. Use this widget to review deal status across your team.

Example number of deals per user report

  1. User-specific deal stage-wise forecast revenue: View the forecasted revenue per user-specific deal stage for the last 90 days. Use this report to see how your team is contributing to revenue.

Example User-specific deal stage-wise forecast revenue report

  1. Deal win rate by industry: View the percentageage of deal wins by industry. Use this widget to hone in on the types of industries most receptive to your product or service.

Example Deal win rate by industry widget

  1. Deal win rate by company size: View the percentageage of deal win rates by company employee size. Use this widget to hone in on the company sizes most receptive to your product or service.

Example Deal win rate by company size widget

  1. Deal win rate by company revenue: View the percentageage of deal win rates by company revenue. Use this widget to hone in on the types of companies most receptive to your product or service.

Example Deal win rate by company revenue widget

  1. Pipeline + closed deal dollar value by month: View the pipeline closed deal dollar value per month to gain insights into monthly deal revenue.
  2. Deal weighted value by month: View the deal forecast revenue by month for insights into monthly deal revenue.

Example Pipeline + closed deal dollar value by month and Deal weighted value by month widgets

  1. Number of deals by month: View the number of deals by month for the past 12 months. Use this widget for insights into monthly deal revenue.

Example Number of deals by month widget

You have now used the deals analytics dashboard.

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Sales development activity

Leverage this dashboard to gain insight into your teams' prospecting activities.

To use the dashboard, ensure you set the correct date range, and click Run. Then review the following widgets to see how you're performing:

  1. # accounts touched, # contacts added to sequences, # emails sent, # calls logged, # tasks completed: View high-level prospecting touches across your team, with totals for each activity and the upward or downward trend over time. Hover over a statistic for more details.

Example # accounts touched, # contacts added to sequences, # emails sent, # calls logged, # tasks completed widget

  1. Team prospectivity activity this week by user: View the number of contacts and accounts touched, and the number of contacts added to sequences by user.

Example Team prospectivity activity this week by user widget

  1. Team calls & emails activity this week by user: View the number of emails each user has sent, and calls and tasks they have completed.

Example Team calls & emails activity this week by user widget

  1. Tasks by user by status: View the number of tasks each user has scheduled, completed, skipped, and overdue.

Example Tasks by user by status widget

  1. Deliverability by user: View each user's current email deliverability score.

Example Deliverability by user widget

  1. Top 5 used sequences: View the top 5 used sequences across the team, with the number of emails scheduled and sent, and calls dialed.
  2. Top 5 used email templates: View the top 5 used email templates across the team.

Example Top 5 used sequences and Top 5 used email templates widget

You have now used the sales development activity dashboard.

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Call engagement

This dashboard shares insights into your team's call performance using the dialer.

To use the dashboard, ensure you set the correct date range, and click Run. Then review the following widgets to see how you're performing:

  1. # calls completed, # calls logged, # calls connected, and average call duration: Visualize high-level call touches across your team, with totals for each activity and the upward or downward trend over time. Hover over a statistic for more details.

Example # calls completed, # calls logged, # calls connected, # calls connected, and average call duration widget

  1. Call funnel: View your call funnel performance. Each column represents the amount and percentage of contacts that moved from the prior status.

Example Call funnel widget

  1. Reps with most effective calls: View the reps with the most effective calls by number of calls dialed, connected, and connected-positive, and percentage of calls connected and connected-positive.

Example Reps with most effective calls widget

  1. Call activity by week: View the number of calls logged, connected, and connected-positive, as well as the percentage of calls connected and connected-positive.

Example Call activity by week widget

  1. Most effective call sequences: View the sequences with the most effective calls. This includes the number of calls dialed, connected, and connected-positive, and the percentage of calls connected and connected-positive.

Example Most effective call sequences widget

  1. Most effective call sequence step: View the sequence step position with the most effective calls, by the number of calls dialed and percentage of calls connected and connected-positive.

Example Most effective call sequence step widget

  1. Most engaged personas with calls: View the most engaged personas by number of calls dialed, connected, and connected-positive, and the percentage of calls connected and connected-positive.

Example Most engaged personas with calls widget

  1. Most engaged contact titles with calls: View the most engaged contact titles with the number of calls dialed, connected, and connected-positive, and the percentage of calls connected and connected-positive.

Example Most engaged contact titles with calls widget

  1. Most engaged company sizes with calls: View the most engaged company sizes with the number of calls dialed, connected, and connected-positive, and the percentage of calls connected and connected-positive.

Example Most engaged company sizes with calls widget

  1. Most engaged industries with calls: View the most engaged industries with the number of calls dialed, connected, and connected-positive, and the percentage of calls connected and connected-positive.

Example Most engaged industries with calls widget

You have now used the call engagement dashboard.

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Email engagement

Leverage this dashboard to gain insight into your team's email performance.

To use the dashboard, ensure you set the correct date range, and click Run. Then review the following widgets to see how you're performing:

  1. # emails sent, # emails opened, # emails replied, % emails blocked: View high-level email touches across your team, with totals for each activity and the upward or downward trend over time. Hover over a statistic for more details.

Example # emails sent, # emails opened, # emails replied, % emails blocked widget

  1. Email funnel: Visualize email funnel performance. Each column represents the amount and percentage of contacts that moved from the prior status.

Example email funnel widget

  1. Reps with most effective emails: View the reps with the most effective emails by number of emails sent and emails interested, and the percentage of emails opened, replied, and interested.
  2. Email activity by week: View email activity by week, with the number of emails sent and emails interested, and the percentage of emails opened, replied, and interested.

Example Reps with most effective emails and Email activity by week widget

  1. Most effective email templates: View the most effective email templates in sequences by number of emails sent and emails interested, and the percentage of emails opened, replied, and interested.

Example Most effective email templates widget

  1. Most effective email sequences: View the most effective email sequences by number of emails sent and emails interested, and the percentage of emails opened, replied, and interested.
  2. Most effective email sequence step: View the most effective email sequence steps by step position, the number of emails sent and emails interested, and the percentage of emails opened, replied, and interested.

Example Most effective email sequences and Most effective email sequence step widgets

  1. Most engaged personas with emails: View the most engaged personas by number of emails sent and emails interested, and the percentage of emails opened, replied, and interested.

Example Most engaged personas with emails widget

  1. Most engaged company sizes with emails: View the most engaged company sizes by number of emails sent and emails interested, and the percentage of emails opened, replied, and interested.

Example Most engaged company sizes with emails widget

  1. Most engaged industries with emails: View the most engaged industries by number of emails sent and emails interested, and the percentage of emails opened, replied, and interested.

Example Most engaged industries with emails widget

You have now used the email engagement dashboard.

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Create a Dashboard

 
It's in the Plan

Some Apollo plans include access to custom reports and dashboards. If your team needs to create a custom dashboard, upgrade your plan. If you have questions about upgrading, reach out to the Apollo sales team.

To create a dashboard:

  1. Launch Apollo and click Analytics > Dashboards > Create dashboard.

The create dashboard button

  1. Click to add pre-built Apollo reports, or click New report to build a widget from scratch.

The create dashboard button

  1. Add multiple widgets to create a dynamic dashboard. Click and drag to resize a widget.

The create dashboard button

  1. Click ⋮⋮ and drag to rearrange a widget placement.

The create dashboard button

  1. Name your dashboard, assign it to a folder, and click Run to generate a preview.

The create dashboard button

  1. When finished, click Save & Finish.

The create dashboard button

  1. Apollo shares your new dashboard. Adjust the date range and click Run.

The create dashboard button

You have now created a dashboard.

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Edit a Dashboard

To edit a dashboard:

  1. Launch Apollo and click Analytics > Dashboards.
  2. Select your dashboard.
  3. Click Edit Dashboard.

The create dashboard button

 
Let's Make a Copy

If you need to edit a dashboard built by Apollo, click ... > Clone to create a copy of the dashboard, then edit it. You can also clone your own dashboards.

The create dashboard button
  1. Add or edit widgets as needed. You can change the folder for a dashboard or adjust the title. When finished, click Save & Finish.

You have now edited a dashboard.

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Organize Dashboards

To organize your dashboards:

  1. Launch Apollo and click Analytics > Dashboards.
  2. Click ... beside a dashboard > Add to favorites to save the dashboard to your favorites folder.
  3. Click New folder to create folders for organization.

The create dashboard button

  1. Name the folder and click Save.
  2. When you create new dashboards, you can add them to the folder, or you can edit an existing dashboard and move it to a new folder.

You have now organized dashboards with folders.

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