The Team Performance report shows a detailed report your team's SalesLoft activities. This way admins and users alike can quickly view the number of activities that have been completed.
Access the Team Performance report from one of the following methods:
- The Activities: Cadence and One-Off Panel: Click the View Report link in the upper right corner of the panel.
- The Team tab on your Analytics toolbar.
When you access the report, you will see the name of the report you have accessed and a breadcrumb trail in the upper left corner. This can take you back to the Analytics Overview by clicking Analytics.
The first row of the report contains the total metrics based on your filter settings.
Each performance metric is visible in its own column. The columns include:
|Name||First and last name of the SalesLoft user.|
|Total Activities||Emails Sent + Calls Logged+ Other Steps + Integration Steps|
Activities Per Day
|(Emails Sent + Calls Logged+ Other Steps)/Count(Days)|
|Successes||Number of times the user has marked a Person as a Success.|
Number of meetings booked through the SalesLoft Calendar feature within the platform.
Things to Note: Meetings data is only available starting on October 22, 2018.
|Sent||Number of emails sent to the Account.|
|Bounced||Number of emails bounced.|
|%Bounced||Percentage of emails the user has sent resulting in a bounced email.|
|Opened||Number of times an email sent from the user resulted in an open or view.|
|%Opened||Percentage of emails sent from the user that resulted in an open or view out of the total number of emails sent.|
|Clicked||Number of times an email sent from the user resulted in a click.|
|%Clicked||Percentage of emails sent that resulted in a link being clicked.|
|Replied||Number of emails sent that resulted in a reply. This counts any emails replied, regardless of if they were sent from a Cadence, Lofted, or one-off emails.|
|%Replied||Percentage of replied emails based off of the total number of emails sent.|
|Calls Logged||Number of calls logged from the Cadence.|
|Pos. Convos||Total number of calls labeled with the disposition Connected and sentiments Interested, Timeline 6-12 Months, or Demo Set.|
|% Pos. Convos||The percentage of positive conversations divided by the total conversations.|
|Voicemails||Number of Calls logged with the Disposition Left Voicemail.|
|Integration Steps||These are the total completed integration steps across all integrations, such as LinkedIn, Sendoso, etc.|
Each column header may be used to sort the list. To sort the Team Performance report to fit your preference, follow these steps:
- Select the appropriate column header. The header name will turn blue.
- Use the arrow to the right of the header name to set the sorting direction. The arrow will point up or down (ascending or descending order) to reflect the order of the list.