Use and Customize the Apollo Cockpit

Article author
Eric Zrinsky
  • Updated

Overview

The Apollo Cockpit provides you with a customizable at-a-glance view of various reports and data in the Apollo platform. This includes details like your own daily tasks, email and call stats, job-change alerts, team activity, and more.

Refer to the sections below for details about how to access and configure the Apollo Cockpit.

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Access the Cockpit

Launch Apollo and then click Cockpit.

Access the Cockpit

From the Cockpit landing page, click the drop-down to select the layout that you'd like to use.

Cockpit Layout

Out of the box, Apollo offers 2 default layouts, Sales Rep Cockpit and Sales Manager Cockpit.

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Sales Rep Cockpit

Sales Rep Cockpit Layout

The Sales Rep Cockpit provides the following views and reports:

  • Last Week's Email Stats
  • Complete My Daily Tasks
  • Last Week's Call Stats
  • My Scheduled Emails
  • This Week's Email Stats
  • This Week's Call Stats
  • Job Changes At My Accounts
 
Cockpits and Account Data

Please note, all cockpit layouts use data about the tasks, interactions, and actions you've taken or scheduled in Apollo. That means that the data in your layout may differ from other users in your account.

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Sales Manager Cockpit

Sales Manager Cockpit Layout

The Sales Manager Cockpit provides the following views and reports:

  • Team Activity Report
  • Team Activity Report - Chart
  • Percentage Of Emails Marked Interested By Rep
  • Percentage Of Emails Marked Interested By Rep - Chart
  • How Many Calls Have We Made This Week?
  • How Many Calls Have We Made This Week? - Chart
  • Rep Calls With A Positive Outcome
  • Rep Calls With A Positive Outcome - Chart
  • How Many Contacts Have We Added To Sequences This Week?
  • How Many Contacts Have We Added To Sequences This Week? - Chart
  • High Performing Sequences
 
Cockpits and Account Data

Please note, all cockpit layouts use data about the tasks, interactions, and actions you've taken or scheduled in Apollo. That means that the data in your layout may differ from other users in your account.

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Set a Default Cockpit Layout

From the Cockpit landing page, click the drop-down to select the layout that you'd like to set as your default.

Cockpit Layout

Click the Actions drop-down.

Actions Drop-down

Then, click Assign as default.

Assign as default

You will now see this layout whenever you access the Cockpit page.

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Create Your Own Cockpit Layout

If the two default layouts don't provide you with the views or reports that you'd like to see at-a-glance, you can create your own custom Cockpit layout. From the Cockpit page, click the Actions drop-down.

Actions Drop-down

Click + New.

New Cockpit Layout

Give the new Cockpit layout a name.

Cockpit Layout Name

Click the drop-down to make the new Cockpit layout Public or Private.

Cockpit Layout Visibility

There are 4 top-level categories of views and reports that you can add to a Cockpit layout.

  • People Views: Create tiles for saved and temporary searches from the People tab
  • Companies Views: Create tiles for saved and temporary searches from the Companies tab
  • Task Views: Create tiles for individual user tasks in your account.
  • Reports: Create tiles based on custom reports and standard out-of-the-box reports.

Click the view and report categories on the right-hand side to expand the list of available tiles.

Tile Categories

Click the report or view name to add it as a tile to the Cockpit layout.

Tile Categories

If you would like to resize the tile, click the expand icon on the bottom right corner and drag it until it is the size that you want.

Resize Tile

If you would like to change the position of your tile in the Cockpit layout, hover your mouse over the tile until it's outlined in blue.

Highlight Tile

Then, click and drag it to a new location in the Cockpit layout.

Move Tile

When you're finished configuring the Cockpit layout, click Save.

Save Cockpit Layout

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