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How to track my results in Overloop?

Vincenzo Ruggiero avatar
Written by Vincenzo Ruggiero
Updated over 8 months ago

A good way to do sales prospecting and outbound sales at scale is to test and iterate.

Key Performance Indicators (KPIs)

Overloop allows you to measure different metrics:

  • Opens: Do prospects open my emails?

  • Clicks: Do prospects click on the link I send them?

  • Replies: Do prospects reply to my emails?

  • Page visits: Do prospects visit the pages on my website?

Reports

Overloop gives you 2 different kinds of reports to track your success:

  1. Overall reporting: an overall view of your prospecting activities for your whole account.

  2. Campaign performance: used to understand how a specific campaign performs.

Overall reporting

All your account results and metrics can be seen in the Reports section, divided into 2 tabs:

Account activity

The Account Activity tab gives you an overview of your account's activity, grouped by different criteria (date or source of creation, etc.).

Available reports:

  • Organizations

  • Prospects

  • Notes

Outbound

Look at the performance of your outbound emails in funnels and graphs and make step-by-step comparisons between up to 5 campaigns.

Available reports:

  • Replies funnel: contacted > opened > replied

  • Visits funnel: contacted > opened > clicked > visited

  • Bounces & opt-outs

  • Email distribution

  • LinkedIn distribution

Campaign performance

The Dashboard tab, available when you open a campaign, gives you the campaign statistics.

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