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SDR Analytics

The SDR dashboard is your personal command center. It surfaces what’s due today, how your outreach is landing, what to do next, and how you compare to the team — all on one page tuned for daily use.

Accessing the Dashboard

Go to Outbound → SDR to view your dashboard. The page is scoped to you (the signed-in user) and updates automatically as you complete tasks.

Layout

The dashboard is laid out as four panels — execution and outcomes on top, next-best actions and personal stats below.

┌──────────────────────┬──────────────────────┐
│  Execution Health    │  Outcome Feedback    │
├──────────────────────┼──────────────────────┤
│  Action Guidance     │  Personal Stats      │
└──────────────────────┴──────────────────────┘

A date-range picker in the top-right controls every panel. Presets: Today, 7d, 14d, 30d, plus a custom range.

Execution Health

How well are you executing on your queue today?

FieldMeaning
Tasks dueNumber of outreach tasks scheduled for the active range
Tasks completedOf those, how many you’ve completed
Completion rateTasks completed ÷ tasks due, shown as a progress bar
SLA adherencePercentage of tasks completed within their target window

Use this panel as your “am I keeping up?” check. A low SLA adherence with a high completion rate means you’re getting tasks done — but late.

Outcome Feedback

What’s the outreach actually producing?

FieldMeaning
Replies (positive)Replies classified as interested, asking questions, or moving forward
Replies (negative)Replies classified as no-thanks, not-now, or unsubscribe
ConversationsMulti-message exchanges (a real back-and-forth, not just an auto-reply)
Meetings bookedMeetings scheduled from outbound activity in the date range

Reply classification runs automatically — graph8 reads each reply and tags it positive or negative so the panel doesn’t require manual triage.

Action Guidance

The next-best-actions queue tells you what to do right now. Each card has:

FieldMeaning
Action typeCall, Email, or Follow-up
ContactWho to reach
Why nowThe signal that triggered this action (e.g., “replied 2 days ago”, “opened email twice”)
CTAClick-through to start the action

Actions are ordered by priority — the system picks the best next move based on contact engagement, sequence stage, and time-since-last-touch.

When the queue is empty, you’ll see an empty-state card. That means you’re caught up — pick a list and start a new sequence or dialer session.

Personal Stats

How are you doing relative to your team?

FieldMeaning
Your reply rateYour reply rate over the date range
Team averageThe team’s reply rate over the same range
DifferenceYour rate minus the team average — green if above, red if below
TrendWhether your reply rate is going up or down vs the prior period

Use this as a quick coaching signal. Above team average and trending up — keep doing what you’re doing. Below average and trending down — review the next set of replies for tone or timing patterns.

Manager View

The dashboard above is the SDR’s personal view. Sales managers and agency admins also have access to:

  • Roll-up SDR list at Agency → Manage Orgs (when you manage multiple orgs)
  • Org-restricted access — when an SDR is scoped to a specific org, the dashboard automatically filters to that org’s data only

For team-level reporting (rep-by-rep comparison, pipeline rollups, leaderboard), use the campaign and sequence dashboards in Engage.