Track Performance

Understanding how your campaigns perform helps you optimize outreach and improve results. This guide covers the analytics available and how to interpret them.

Campaign Analytics Overview

Each campaign has a dedicated analytics dashboard showing:

• Enrollment progress
• Outreach metrics
• Reply analysis
• Channel performance

Enrollment Progress

Monthly Enrollment

Track how many leads have been enrolled against your quota:

Key metrics:

• Enrolled this month: Current count of leads added
• Monthly quota: Your maximum for this billing period
• Progress: Percentage of quota used

[Screenshot: Enrollment progress bar showing X/Y leads]

Example:

Enrolled: 150 leads
Monthly Quota: 500 leads
Progress: 30%
Remaining capacity: 350 leads

Enrollment Rate

The system enrolls approximately 20 leads per day. Your enrollment progress should follow a steady climb throughout the month.

Outreach Metrics

Messages Sent

Track overall outreach volume:

Metric	Description
Total Sent	All messages delivered across all channels
Emails Sent	Email messages delivered
LinkedIn Sent	LinkedIn messages and connection requests

Delivery Rates

For email outreach:

• Delivered: Successfully reached inbox
• Bounced: Failed to deliver (invalid email, etc.)
• Bounce Rate: Percentage of emails that bounced

Healthy benchmarks:

• Bounce rate under 5% is good
• Over 10% may indicate data quality issues

Engagement Tracking

For sent emails:

• Opens: How many were opened
• Open Rate: Percentage opened
• Clicks: Link clicks (if you included links)
• Click Rate: Percentage who clicked

Typical ranges:

• Open rates: 20-50% for personalized outreach
• Click rates: 5-15% depending on CTA

Reply Analysis

Reply Rate

Your most important metric—how many leads respond:

Replies / Total Leads = Reply Rate

Example:

• 50 replies out of 300 leads contacted
• Reply rate: 16.7%

Benchmarks:

• 5-10%: Average for cold outreach
• 10-20%: Good—your messaging resonates
• 20%+: Excellent—strong product-market fit

Reply Sentiment

The system analyzes replies and categorizes them:

Sentiment	Description	What It Means
Positive	Interested, wants to learn more	Qualified opportunity
Neutral	Questions, unclear intent	Needs follow-up
Negative	Not interested, asks to stop	Respect their preference
Out of Office	Automated away message	Follow up later

[Screenshot: Reply sentiment breakdown pie chart]

Analyzing Replies

To improve your outreach:

1. Review positive replies: What made them respond? Use these patterns.
2. Study negative replies: Are there common objections? Address them.
3. Check neutral replies: What questions come up? Anticipate them in messaging.

Channel Performance

Email vs. LinkedIn

Compare effectiveness across channels:

Metric	LinkedIn
Messages Sent	200	150
Response Rate	12%	18%
Positive Replies	15	20

Use this data to:

• Focus on higher-performing channels
• Adjust sequence strategies
• Test new approaches on weaker channels

LinkedIn-Specific Metrics

For LinkedIn outreach:

• Connection Requests Sent: Total invites sent
• Connections Accepted: How many accepted
• Accept Rate: Percentage who connected

Healthy benchmarks:

• Accept rate: 20-40% for targeted outreach
• Lower rates may indicate poor targeting or messaging

Time-Based Analysis

Outreach Over Time

View how your outreach volume and responses trend:

[Screenshot: Line chart showing outreach over time]

What to look for:

• Steady growth: Enrollment is progressing as expected
• Response spikes: Certain days/times may perform better
• Drop-offs: Identify if issues occurred

Best Times to Send

Analyze when your messages get the best engagement:

• Which days see highest open rates?
• Which times generate most replies?

Analyzing Campaign Health

Green Flags

Signs your campaign is healthy:

• ✅ Steady enrollment progress
• ✅ Bounce rate under 5%
• ✅ Reply rate above 10%
• ✅ Majority positive or neutral sentiment
• ✅ Low error rates on engagements

Yellow Flags

Areas that may need attention:

• ⚠️ Enrollment slower than expected
• ⚠️ Open rates below 20%
• ⚠️ Reply rate below 5%
• ⚠️ Many neutral/unclear replies

Red Flags

Issues requiring immediate action:

• 🚨 High bounce rate (over 10%)
• 🚨 Many negative replies
• 🚨 Frequent engagement errors
• 🚨 Zero replies over extended period

Taking Action on Data

If Reply Rates Are Low

1. Check your messaging: Is the value prop clear?
2. Review personalization: Are icebreakers relevant?
3. Evaluate audience: Is your ICP too broad?
4. Adjust timing: Try different sequence spacing

If Bounce Rates Are High

1. Verify data quality: Check your lead sources
2. Enable email verification: Catch invalid emails before sending
3. Remove bad leads: Clean up your list

If Sentiment Is Negative

1. Review feedback: What are leads saying?
2. Adjust positioning: Is your approach too pushy?
3. Refine targeting: Are you reaching the right people?
4. Update messaging: Address common objections

Exporting Analytics

Download Reports

Export your campaign data:

1. Go to campaign analytics
2. Click Export
3. Choose format (CSV, Excel)
4. Select date range and metrics

Export includes:

• Lead-level engagement data
• Message content and responses
• Timing information
• Status history

Sharing Reports

Share analytics with your team:

• Export and email CSV files
• Share dashboard access (for team members)
• Create summary presentations from exported data

Best Practices

Related Guides

• Create a Campaign — Setting up for success
• Customize Messaging — Improving response rates
• Campaigns — Understanding campaign lifecycle