The Reports Summary gives you a high-level view of how your team is performing across email, calling, LinkedIn, and tasks.
It’s designed to help you quickly answer questions like:
Who is most active?
How is outreach performing over time?
Where are replies, calls, and meetings actually coming from?
You can view performance daily, weekly, monthly, or across a custom date range.
What data does the Reports Summary show?
For each team member, the Reports Summary includes the following metrics:
Contacts & sequences
Contacts added
Contacts added to sequences
Email activity
Emails sent
Emails opened
Open rate (%)
Emails clicked
Click rate (%)
Emails replied
Reply rate (%)
Emails bounced
Emails opted out
Calling activity
Calls made
Calls connected
Calls not answered
Calls logged
Total time on calls
Average call duration
Phone call tasks completed
LinkedIn activity
LinkedIn messages sent
LinkedIn replies received
LinkedIn connection requests accepted
Tasks & other activity
Meetings booked
Other tasks completed
Custom tasks completed
Skipped tasks count
This gives you a complete snapshot of outreach volume, engagement, and follow-through - per user.
How to view the Reports Summary
Go to Reports.
You’ll land directly on the Activity.
You can view metrics for all users by default. You can switch to Teams if you want to view metrics by team.
Filtering reports by date, user, or team
You can refine the data using the filters available at the top:
Date filters:
Today, Yesterday, Last 7 days, Last 30 days, or Custom range
User or team filter:
Click Everyone to select specific teammates or teams
This makes it easy to review performance for a specific time period or compare activity across users.
