Overview
Outbound Dashboard gives a selected client one client-ready view of meetings, live opportunities, outreach efficiency, performance trends, activity, and cumulative call depth. Calling separates provider-completed calls, human or target pickups, qualified conversations, and answer-signal-to-first-audible-media speed to talk. The Overview activity summary uses the same campaign-send denominator and unique human-open numerator as Open Rate for the selected dashboard period, so those counts stay consistent. Call depth shows how many active contacts have received zero, one, two to three, four to six, or seven or more calls, plus the most-called contacts for follow-up review. Caller-ID and destination scorecards add Voice Insights evidence when available. Each Outreach efficiency label includes a plain-language help tooltip that keeps its full definition readable inside the card. The exact Jettly reporting pilot also adds positive-conversation reporting by real call attempt and a journey ZIP export pinned to the selected Jettly client. CRM calling rates exclude copied old-platform detail records with missing source outcomes, while deduplicated old-platform rollups remain in their separate historical columns.
How to use this page
Select a client and reporting period
Choose a client from the selector. The default is 12 weeks. The Reporting period label shows Last 12 weeks or the exact local calendar dates currently applied. The 7 days, 30 days, and 90 days shortcuts use complete America/New_York calendar days immediately before today, so a partial current day does not change the comparison. Custom opens inclusive From and To dates for the dashboard metrics, trends, and Overview activity summary.
Review the Overview tab
Overview shows meetings booked, held and upcoming meetings, warm leads, information requests, outreach efficiency, weekly activity, meeting goals, the meeting desk, active programs, pipeline analysis, and the activity summary when data is available.
Focus on Email or Calling
Use Email to focus the efficiency band and trend on emails and Human activity only Open Rate, then review Recent people who clicked when verified human clicks exist. Use Calling to review Calls made, Overall answer rate, Human or target pickup rate, Qualified conversation rate, Speed to talk, Meetings from calls, cumulative call depth, and available caller-ID or destination scorecards.
Read an efficiency definition
Hover or focus the help icon beside an Outreach efficiency label. The plain-language definition appears inside the metric card and wraps to keep the full wording readable.
Review cumulative call depth
On Overview or Calling, find Call depth across the client roster. Call coverage compares active contacts with at least one call against all active, non-trashed contacts. The buckets show exact roster counts for zero calls, one call, two to three, four to six, and seven or more. The note gives cumulative calls and the average per contacted lead. Use Most called contact rows to open Contact Detail, or Open weekly update to carry the context into reporting. This section is cumulative and does not change with the dashboard reporting-period buttons.
Use a quick range or custom dates
Use 7 days, 30 days, or 90 days for completed ET-day comparisons. Use Custom when you need an inclusive date range. The custom To date cannot be later than the current ET date, and the opportunity pipeline remains live. The Reporting period and efficiency labels use the exact From and To dates you applied.
Open the underlying workspace
Select linked KPI or efficiency cards, meeting rows, campaign rows, or a click row to open the related meetings, call history, email history, campaign, contact detail, or other workspace. Destination links in the click list open separately.
Read and filter Overview activity
The Overview activity summary follows the dashboard reporting period. Open-rate Sends and Unique Opens match the send denominator and unique human-open numerator used by Open Rate. The activity chart stays daily and shows the most recent 14 days available within that period. Use event-type checkboxes to narrow the breakdown, then Refresh to load it again. Show all activity restores every event type while keeping the dashboard reporting period. Bot and scanner opens are excluded from this dashboard presentation.
Read the calling answer funnel
Overall answer rate uses provider-completion evidence, including voicemail and automated answers. Human or target pickup rate requires human-conversation evidence or a qualifying disposition. Qualified conversation rate uses the stricter conversation allowlist that was formerly labeled connect rate. Speed to talk starts at the browser answer signal and ends after two consecutive audible remote-media samples. The diagnostic tables compare caller IDs and destination phone types. The caller-ID table can include post-dial delay, SIP responses, blocked, silent, short-call, and branded-call rates from the latest Voice Insights ingestion.
Use the Jettly journey reporting pilot
On the exact Jettly client, Overview and Calling add Positive conversation rate plus a Call performance by attempt table for Attempts 1, 2, 3, 4, and 5+. Positive means Warm Lead, Asked for Info, Referral, Meeting Set, or a later positive meeting outcome. Attempt numbers count chronological real outbound calls within one contact and campaign, collapse duplicate provider call IDs, and exclude dialing, skipped, and inbound callback rows. Unknown historical results remain in call and attempt totals but not in connected or positive totals. Select Export journey data to download a ZIP with contacts, campaigns, enrollments, normalized email events, call events, meetings, and a data dictionary. The download stays pinned to the selected Jettly client context, including when another SalesHive tab has a different client open.
Compare connection rates by month
Use Connection rate by month to compare CRM qualified conversation, human pickup, and overall answer rates with the old platform connection rate. CRM rates use real outbound dialer rows and exclude inbound callbacks, dialing or skipped rows, internal test, demo, or training deals, and copied old-platform call history. Imported detail rows with no source disposition remain historical evidence and do not enter CRM rate denominators. Old-platform totals stay in their own columns because they use the earlier keyword Talks definition.
What the buttons do
- 12 weeks
- Restores the default 12-week dashboard reporting window.
- 7 days / 30 days / 90 days
- Uses the selected number of complete ET calendar days immediately before today, excluding the current day.
- Custom
- Opens inclusive From and To date controls for a specific dashboard reporting window.
- Overview
- Shows client outcomes, full channel context, pipeline, meetings, campaigns, and the period-aligned activity summary.
- Shows email efficiency, Human activity only Open Rate, email trend data, and verified human clicks.
- Calling
- Shows calls made, provider answer rate, human or target pickup rate, qualified conversation rate, exact first-audible-media speed to talk, meetings from calls, and available caller-ID or destination diagnostics.
- Open meetings / Review booked meetings / View all
- Opens the related meetings workspace.
- Set a meeting goal
- Opens Meeting Goals so the team can add a visible weekly booking target.
- KPI and efficiency cards
- Open related call history, email history, campaigns, contacts, meetings, or other workspace details.
- Refresh
- Reloads Overview activity using the dashboard reporting period and currently selected event types.
- Show all activity
- Restores every Overview activity event type while keeping the current dashboard reporting period and excluding bot or scanner opens.
- Open weekly update
- Opens Weekly Meeting Update from the cumulative call-depth section.
- Most called contact row
- Opens Contact Detail for one of the ten active contacts with the highest cumulative call count.
- Efficiency help icon
- Shows the complete plain-language definition for the selected Outreach efficiency metric on hover or keyboard focus.
- Export journey data
- For the exact Jettly pilot, downloads the journey ZIP and data dictionary for the client selected on this dashboard.