Prospecting

Here you will learn how to use the Prospecting dashboard.

Prospecting Walkthrough

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Understanding Prospecting Dashboard 📊

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Prospecting📊 is a dashboard designed to help you showcase data related to your team’s prospecting efforts, including hours worked, outreach attempts, follow-ups, response rates, booking ratios, and overall performance comparisons.

Keeping this information on track will help you to identify top performers, improve team efficiency, and optimize the effectiveness of your outreach strategy. The data displayed here comes from the input table of Prospecting 💸🖥️.

Prospecting

Here is an example of what this dashboard looks like:

Remember, you can view the team members performing best based on Prospecting KPIs by checking the Prospecting leaderboard. For a deeper understanding of how leaderboards work, please refer to its dedicated section:

LeaderBoards

Moreover, to better understand each section of the dashboard, we recommend reviewing the dashboard’s UI design, which you can consult here:

UI Design

You’ll also encounter many terms used within the dashboard that may be unfamiliar to you. Don’t worry, you can find complete definitions here:

Prospecting Terms

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How to Use It Like a Pro

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Now that we understand what this dashboard is and the information it provides, that alone isn’t enough. To truly benefit from the data, we need to approach it with a business mindset and ask the right questions. That’s why the Filtering section is the most crucial part of using any dashboard effectively—it determines what data is shown and how it’s presented. Without knowing how to use the filters to answer the questions that matter to you, the information loses its value.

You can consult the Filtering section to understand it better here, read it, and then come back:

Filtering

If you're unsure what a filter does or what a term means, you can find all filter definitions here:

Filtering Terms

Now that we understand how to use the filters and where to find their definitions, we’re ready to ask better questions that lead to smarter business decisions.

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Most Used Filters in Prospecting 📊

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Below are some of the most frequently used filters and how they can help you to optimize your operations.

Clients

If you are working with more than one client, this helps you segment and view the data of each client individually.

Managers

If you are working with more than one manager, this helps you segment and view the data of each manager individually.

Agencies

If you are working with more than one agency, this helps you segment and view the data of each agency individually.

NOT_Filled

Helps you identify rows that were filled incorrectly, allowing you to correct them and ensure reliable information.

Rep

Allows you to filter by all reps involved in prospecting and evaluate individual performance.

Type

Filters by Normal or Follow-Up prospecting. Helps assess how many resources are being allocated to each type and whether follow-ups are being effectively implemented.

Source

Displays performance based on the specific source conducting the prospecting.

Medium

Shows performance by the medium used for prospecting, allowing for targeted analysis.

Offer

Displays what is being offered during prospecting and whether it aligns with your goals. For example, if a rep is offering a lead magnet instead of a sales call, it may indicate a mismatch in strategy or execution.

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