Reports and Dashboards Let You Measure Anything in Your Apollo App

Analytics opens up a whole new world of actionable reporting for salespeople, managers, and executives alike. With our Reports and Dashboards, you can view and customize an ever-growing list of impactful pre-built reports, create fully customizable shared and private reports, and even display related reports in fully customizable dashboards.

This new best-in-class data analytics feature-set is as powerful as it is easy to use, and it will let you answer every question you can imagine about your sales team, processes, and messaging content. We've added:

Hundreds of metrics and dimensions to measure them by in a simple, flexible interface that lets you view the exact data you want in just a handful of clicks
- Track activities, individual & team performance, message effectiveness (by audience, timing, and so much more), ROI, and most anything else that can help you analyze and construct an effective Go To Market strategy
Fully customizable date ranges and filters to view stats by exactly when, what, and who you want to see
The ability to view results in clear data tables as well as a half dozen prebuilt graph styles in a single click
A WYSIWYG, drag and drop dashboard creator/editor that lets you view as many related reports as you like in one place, while sizing and arranging each of them however you like
Folders to organize your private, public (to your team), and favorite reports and dashboards for seamless, easy navigation and sharing
Drill-down functionality so you can see which records correspond to certain reports

Also check out our prebuilt reports and our prebuilt dashboards to quickly get valuable insights without having to build out custom reports!

Reports

Individual graphs and tables you can edit, update, and create from scratch. There are 5 main components of any report: metrics, dimensions, filters, timeframe, and data visualization:

Metrics: the "What" you want to measure
- You can select as many metrics as you want to view together in a single report - we recommend limiting yourself to 25 or (much) less metrics per report for clarity of results. Best practice is to start with just a metric or two and work your way up if necessary.
- You can always create more related reports and view them all on a single dashboard rather than packing too many metrics into a single report
- Generally, these become columns in the data tables you're building and, if viewed in a bar graph for example, the values represented by the bars in the graph
- Example: % of Emails Opened or # of Contacts Changing to Interested Stage

Dimensions: the data by which you want to measure your metric(s)
- You can select up to 2 dimensions per report
- You will notice some overlap between specific items in the Metrics and Dimensions lists, as many types of data can be used as either
- Generally, these are rows and/or groups of columns in the data tables you're building, and if viewed in a bar graph for example, the x-axis and/or the slicers that split your bars (metrics) into more specific values
- Example: Email Subject or Contact Owner

Filters: the specific subsets of data that you want to include or exclude from your report
- You can add as many filters as you like to any report
- You can apply filters directly to your selected dimensions, and you can also add filters that effectively specify subsets of your selected metrics to include or exclude in your report
- Generally, filters allow you to select the groups or individual items within your selected dimensions and metrics you want to include and/or exclude
- Example: Specify particular email subjects (dimension, add filter to "include" only the email subjects you want to report on) you want to compare to each other in terms of the % emails opened (metric)
- Example: View Contact Owners (dimension) you want to compare in terms of the # Contacts they have in each Stage (metrics) but add a filter to "exclude" irrelevant Stages like "Do Not Contact"

Date Range: the exact timeframe of data you want to view
- You can set a completely custom range or select one of over a dozen convenient common timeframes from Current Year to Previous Week or even All Time
- Example: Last 90 days or Previous Week

Data Visualization: the type of graph or chart you want to use to view your data
- Choose from over a half dozen classic, preconfigured graph types, including basic data tables, bar graphs, and heatmaps
- Example: line or pie chart

Additional Reports Articles

Dashboards

Groups of related reports you can organize and/or share with your team in a single view, resized and arranged any way you like. Dashboards have a few main components, many of which are similar to reports but provide different advantages:

Reports: the individual reports you want to organize into a convenient single view
- You can add or remove as many reports as you like to a given dashboard at any time with a single click
- When editing a dashboard, you can dynamically resize, drag and drop, and arrange each report tile however you like so you can view each report exactly how you want
- Example: reports for all your SDR's KPIs organized into a dashboard you can share with all of them

Filters: the specific subsets of your dimensions that you want to include or exclude from every report on your Dashboard
- The Filters you apply on Dashboards DO NOT override the Filters from your individual Reports, but rather add-on as additional Filters for any relevant Report on your Dashboard
  - If you apply a Dashboard Filter that's in direct conflict with a Filter on any of the Reports in your Dashboard (for example, you filter for one User on your Dashboard and a different User in a Report on that Dashboard), the Report Filter will be discarded and replaced by the Dashboard Filter when viewing the Dashboard, but not when viewing the individual Report (which retains its original Filter)
- Construct your reports with whatever filters you have in mind, and then if you add that report to a dashboard and want to view the same metrics for a different set of users, emails, contacts, etc., just apply a dashboard filter
- Example: create a report for a specific SDR/ADR, then add it to an SDR/ADR team dashboard and add a filter on the dashboard to view metrics for all your SDR/ADRs instead of just the one

Date Range: the exact timeframe of data you want to view for every report on your dashboard
- The timeframe you apply on dashboards will override the timeframe for all your reports in the dashboard view, but it will NOT change the timeframe saved on your individual reports (when you click to view the individual reports themselves)
- Construct your reports with whatever timeframe you have in mind, and then if you add that report to a dashboard and want to view the same metrics for a different timeframe, just apply a dashboard timeframe
- Example: create a report on the amount of emails delivered, opened, and replied to last month, then add it to a quarterly report dashboard and add a dashboard timeframe of current quarter

Dashboards How-To's

Related Resources

Articles in this section

Analytics Overview