Hello there, Saleshandy users! 👋

Are you ready to dive into the magical world of Reports and discover the secrets behind your email engagement? 🧙‍♂️

Are you ready to tap into the true potential of Reports for your Sequence and Team Performance ?📈💡

You can filter the reports based on Prospects or Emails, and you'll be able to get the analysis of Prospect Engagement, Prospect Outcomes, and Email Engagement.

Prospect Engagement: It shows Total Prospect Engagement during a selected time range.

Prospect Outcome: It shows the Total Prospects Outcome during the selected time range.

Email Engagement: It shows Total Email Engagement during a selected time range.

First off, you have the option to analyze data based on Single or Multiple Sequences Selected. 🗂️📆 Whether you're running one sequence or several, this feature allows you to compare and contrast the performance across different sequences, giving you a comprehensive view of your efforts! 🧑‍💼

Next, get ready to dive into the insights based on the Time Period Selected. ⏰📅

Whether daily, weekly, or any custom period, you'll get a detailed breakdown of how your prospects and emails have performed over time. 📊📅

And guess what? 🌟 You can take the power of these reports with you! Export and share the data with your team or keep it handy for future reference.📤

So let's get started and unlock the full potential of Reports for Prospects, Emails, and Team Performance! 🚀🔍 Your journey to data-driven success begins here! 🏆🌠

Sequence Report will guide you to understanding and harnessing the potential of your prospects and your emails. So buckle up, and let's embark on this thrilling journey together! 🚀🌠

You can filter Sequence Reports based on Prospects and Emails. Let's first check it based on Prospects.

This nifty little stat represents the total number of unique prospects added to your sequences within the selected period.

Saleshandy keeps it smart by counting each prospect only once, even if they are added to multiple sequences during the same time frame. So you'll get an accurate count without any duplicates! 🎯

Now, this one's interesting! It shows the total number of unique prospects who were contacted from any sequence for the first time within the selected period.

No matter how many sequences they are in or how many times they were contacted, Saleshandy counts them as one shiny, unique prospect. It's all about keeping it simple and focused! 🎉

Want to know how many of your prospects have actually opened your emails? This stat's got you covered! It represents the number of unique prospects who opened an email at least once until today, regardless of the selected time period.

Saleshandy captures the first open, and that's what counts! Even if a prospect exists in multiple sequences or opens multiple emails, we count them as one engaged superstar.🌟

Engagement is the name of the game, and here's the scoop on replies! This stat shows the total number of unique prospects who replied to any email at least once until today, regardless of the selected time period.

Once a prospect replies, it's counted as a fantastic interaction, even if they receive multiple emails or reply multiple times. We're all about valuing those meaningful connections! 💌

Clicks can be golden, and this stat lets you know who's clicking on your links! It represents the total number of unique prospects who clicked on any link from any email at least once until today.

No matter how often a prospect clicks or receives multiple emails, we cherish those clicks and count them as a single interaction. 📎💖

While engagement is fantastic, we also keep an eye on unsubscribes. This stat shows the total number of prospects who have unsubscribed until today from the list of prospects you've contacted. Stay informed and keep refining your strategies! 🚀

With Prospect Outcomes, you can assign specific outcomes to your Prospects in the sequence.

💡Important: We showcase the Unique Prospect Information in the summary tab. So, if you have multiple sequences and duplicate prospects, it will show the latest Prospect's outcomes and their respective Deal Value.

1️⃣ Interested 👍: Emails from leads or contacts who have shown interest.

2️⃣ Not Interested 👎: Emails where the recipient has indicated a lack of interest.

3️⃣ Meeting Booked 📅: Emails related to confirmed meetings or appointments.

4️⃣ Automatic Response 📩: Emails that trigger automated responses.

5️⃣ Closed 🎉: Emails where the conversation has been successfully concluded.

6️⃣ Not Now 🚫: Emails requiring attention or follow-up at a later time.

With Prospect Outcomes, you can assign fixed deal values to the sequence. This deal value will apply to the prospects with specific outcomes, such as "Interested," "Meeting Booked," and "Closed." The user can also assign custom deal value to the prospects with the mentioned outcomes.
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This gives you a clear view of the total deal value associated with prospects in each outcome, providing valuable insights into your potential revenue generated. Now, you can track your success and optimize your sales process like a pro!

Welcome to the Emails Engagement Report, where the magic of your email outreach unfolds! 🌟✨

Just filter the button and see the "By Emails" report:

Get ready to delve into the world of email statistics and discover valuable insights that will take your communication game to new heights. 📈💬

Now, this one's interesting! It shows the total number of unique prospects who were contacted from any sequence for the first time within the selected period.

No matter how many sequences they are in or how many times they were contacted, Saleshandy counts them as one shiny, unique prospect. It's all about keeping it simple and focused! 🎉

This awesome stat shows the total number of emails sent from your sequences within the selected time period. 📨🚀

Whether it's emails from the first step or the last, we count them all in this neat little category. Keep an eye on your outreach efforts as they soar to new heights!

Engagement is key, and here's the scoop on those who opened your emails! This stat represents the total number of 'first-time email open count' until today out of all the emails you've sent. 🌟📩

No matter when you sent those emails, we only counted the first open for each email till today. Let the insights guide you toward building meaningful connections!

Replies are golden, and we've got you covered there too! This stat shows the total number of 'first-time email reply count' until today out of all the emails sent. 💌💬

It doesn't matter when those emails were sent; we count the first reply received on each email. Stay engaged with those valuable interactions!

Clicks are a treasure trove of insights! This stat represents the total number of 'first-time link clicked count' until today, out of all the emails sent. 📎💖

No matter when those emails were sent, we count the first link clicked on each email. Dive into the data and discover what resonates with your audience!

We keep an eye on the bounces too! This stat represents the total number of emails bounced until today out of all the emails sent. 🚫📧

The "Emails Engagement" report gives you a comprehensive view of each step's emails sent to your prospects. If multiple prospects share the same email, don't worry! Each email will be accurately counted in the summary tabs and in the table against their respective sequences. 📝💼

So there you have it! 🎉 The "Emails Engagement" report in Saleshandy is your gateway to understanding the impact of your outreach efforts.🚀🎯

Let's talk teams! 🤝 Our Team Performance Report will make it a breeze to compare teams and their performance. We've simplified it with a handy summation of each team member's performance, so you can easily spot the stars in your squad. ⭐

Team Performance reports will be available for Owners, Admins, and Team Managers in plans where ATM (Advanced Team Management) is applicable. That means if you're on a Trial, Pro(limited), Scale, or above plan with ATM support, you're in for a treat! 🎉

But what if you're not in one of these plans?

No worries! For users without an Advanced team management feature in their plan, we've got a category for you, too - you'll be listed under 'Uncategorized,' so you won't miss out on anything. 👥

You can filter Team Performance Report by

Now, here's the real game-changer: You'll be able to filter the report by deleted users as well. So even if a team member is no longer with us (in the account, that is), their data will still be at your fingertips. 💪

Apart from the Team filters in the Team Performance Report, we have added the Team filters at 3 other places inside Saleshandy. They are in the Sequence Tab, Unified Inbox Tab, and Prospects Tab. With this, you can filter out the Sequences, Inbox Replies, and Prospects by Teams.

And when it comes to exporting, don't worry, it's business as usual. Just hit that export button, and the report data export link will land right in your email inbox.

Usually, it will take around 5-7 minutes for prospect data of 100000; if it's more than that, then it will take around 30-40 minutes for the data of 2500000 Prospects. However, this is the maximum time limit. It'll always be lower than that. Remember you will receive an email from [email protected] with exported data in csv format.

So get ready to level up your team's performance assessment game with our new feature! We can't wait to see how it helps you and your team shine even brighter. 🌟

Mission accomplished; you've successfully learned 📊Sequence Reports. 👏

Stay tuned for updates, and remember, we're here to make your team's success our top priority. 🙌

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

Check out the below article If you want to know more about

📧 Email Sequences: What, Why, and How to Set It Up?

💡SMTP/IMAP: How to Connect Any Email Account/Provider with SalesHandy?

​📨 Unified Inbox: What, Why, and How to Set it Up?

🧮Email Sending Settings (Limit): How many emails can I send with Saleshandy?

💡 Tip