The Emails dashboard on the Reports page lets you monitor the overall performance of your sequences by certain metrics. The page includes the Filters, Key Metrics, and Top 10 Detailed Breakdown sections. All data is historical, so you can select dates to analyze performance at a particular period in time.
The data on this page is displayed based on the timezone set in the account settings. When you select any time range for reports, they use the time range in this timezone. The given metrics are bound to the date of email sending.
You can filter the statistics by the following quick filters - Emails, Sequences, Members, and Time. All filters are applied separately.
The Emails filter lets you see the aggregate statistics by all email accounts, a particular email account, or any combination of email accounts. To use the filter, click the All emails drop-down list and select or deselect your option(s). By default, the All emails option is selected.
Tip: To quickly find the needed email account, start typing the email address in the Search box:
The Sequences filter lets you see the aggregate statistics by all sequences, a particular sequence, or any combination of sequences. To use the filter, click the All sequences drop-down list and select or deselect your option(s):
Tip: To quickly find the needed sequence, start typing the sequence name in the Search box:
The Members filter available in Team Edition lets you see the performance throughout the team, by a specific member or any combination of members. To use the filter, click the All members drop-down list and select or deselect your option(s). By default, the All members option is selected.
The Time filter lets you select the time period for displaying the statistics. You can select from All time, Last Week, Last Month, Last Year, or set a custom date range. To use a custom date range, click the All time drop-down list, select the Custom option, and set the needed date range on the calendar:
You can also filter statistics using a set of filters from the filtering panel described here.
In the upper left corner next to the filters you can also find the Export button. After you click on it, a drop-down menu with two options -- Export contact CSV and Export sequence CSV -- opens:
Select one or both options and click Export, and you will receive a notification in the Notification Center.
The Key Metrics section contains statistics metrics that help you measure the success of your sequence.
Total people - Number of contacts participating in the sequence.
Contacted - Number of contacts that have received your emails.
Delivery rate - Number of delivered emails and ratio between the Total people and Contacted key metrics.
Open rate - Number of opened emails. Open rate is calculated on the basis of the Contacted key metric.
Reply rate - Number of replied contacts. The Reply rate is calculated on the basis of the Contacted key metric. Reply rate = Number of replied people / Number of contacted people * 100%.
Interested - The Interested key metric shows how many contacts were interested in your email. The key metric uses an intricate algorithm based on numerous factors.
Opt outs rate - The Opts outs rate key metric shows how many people unsubscribed from your email after opening it.
Bounce rate - Number of bounced emails. The Bounce rate metrics represent the number of bounced emails divided by the total number of people.
Not reached - The Not reached key metric shows how many emails have not been delivered for a variety of reasons. See the explanation in the Breakdown for not reached prospects section.
Breakdown for not reached prospects
Key metric explanation:
Out of office - The email was delivered but the recipient has set the automatic out-of-office reply in their email client.
Bounced - The email could not be delivered because the recipient does not exist or the email is not valid.
Auto reply - The email was delivered but the recipient has set the automatic reply in their email client for all incoming emails.
Top 10 Detailed Breakdown
This section lets you see more information on a sequence's performance. There are four views: Team, Sequences, Templates, and Email accounts. Use them in combination with filters from the Filters section.
Sorting by any column is available in all the views. To sort the grid by a column in descending order, click the column header. To sort the grid by the same column but in ascending order, click the column header again. For example, to sort the grid by Deliveries in descending order in the Templates view, click "Deliveries":
To sort the grid by Deliveries in ascending order, click "Deliveries" again:
Use the Team tab to see the performance of all team members broken down into team members. For example, select the All Sequences and All time filters, and the Team tab. The system displays filtered results by each team member:
Use the Sequences tab to see the performance of your sequences broken down into individual sequences. If you click on any sequence name, you will be redirected to the Stats tab for that sequence.
Use the Templates tab to see the performance of your top templates. For example, select the All Sequences and All time filters and click the Templates tab. The system displays filtered results by each template:
Use the Email accounts tab to see the performance of your top email accounts. For example, select the All Sequences and All time filters and click the Email accounts tab. The system displays filtered results by each email account: