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Outbound Analytics Dashboard

Outbound Analytics Dashboard

Stand up a full outbound analytics dashboard without any manual setup. This prompt provides eight pre-built reports covering emails, calls, accounts, and tasks, helping teams track activity and outcomes in one easy, reliable view.

Example prompt:

Create a new analytics dashboard called Starter Outbound Analytics Dashboard in Analytics > Dashboards. Use data from the last 30 days for all teams. The dashboard should have 8 reports, arranged in 4 rows with two reports per row. Titles, metrics, order, and chart types must be exactly as specified:

Emails Sent and Delivered → Bar graph with: # Contacts Emailed, # Emails Scheduled, # Emails Sent, # Emails Delivered, # Emails Bounced, # Emails Opened, # Emails Replied, # Emails Interested

Calls Logged and Connected → Column graph with: # Calls Logged, # Calls Connected, # Calls Connected - Positive, # Calls Connected - Negative, # Calls Connected - Neutral, # Calls Scheduled

Email Performance Percentages → Table with: # Emails Sent, # Emails Delivered, % Emails Delivered, % Emails Bounced, % Emails Opened, % Emails Replied, % Emails Interested, % Emails Unsubscribed, % Emails Spam Blocked

Call Dispositions by Sentiment → Table with: # Calls Connected, % Calls Connected, % Calls Connected - Positive, % Calls Connected - Neutral, % Calls Connected - Negative, # Calls with Disposition Answered - Meeting Set, # Calls with Disposition Answered - Not Interested, # Calls with Disposition Answered - Follow Up Via Email, # Calls with Disposition Data Issue - Bad Data - Wrong Person, # Calls with Disposition Spoke to Gatekeeper, # Calls with Disposition Left Voicemail, # Calls with Disposition No Answer - No Voicemail, # Calls with Disposition No Number Associated to Contact, Avg. Call Duration

Contacts Sequenced and Touched → Bar graph with: # Contacts Added to Sequence, # Contacts Emailed, # Contacts Called, # Contacts in Stage Replied, # Contacts in Stage Referred Someone Else, # Contacts in Stage Interested, # Contacts in Stage Meeting Set, # Contacts in Stage SQO, # Contacts in Stage Disqualified, # Contacts Removed

Accounts Sequenced and Touched → Column graph with: # Accounts Touched, # Accounts Emailed, # Accounts Called, # Accounts in Stage Active Opportunity

Website Visitors Views by Page → Pie chart with: Page URL, # Website Visitors

Tasks → Bar chart with: # Tasks Scheduled, # Tasks Completed or Archived, # Tasks Completed, # Tasks Completed on Time, # Tasks Archived, Overdue Tasks, Unfinished Overdue Tasks

Save the dashboard exactly with the title "Starter Outbound Analytics Dashboard."

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