Overview
Outbound Dashboard gives a selected client one client-ready view of meetings, live opportunities, outreach efficiency, performance trends, and activity. The Reporting period label shows the active default or exact selected local dates, while the activity panel has its own range and event filters.
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 and trends.
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 timeline 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 focus calls and Meetings from calls.
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.
Filter the activity timeline
Use the Activity Volume selector for 7, 30, or 90 days, event-type checkboxes, and Include bot/scanner opens to narrow the timeline. Refresh loads the selected filters again. Show all activity restores 30 days, all event types, and bot/scanner opens off.
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 activity.
- Shows email efficiency, Human activity only Open Rate, email trend data, and verified human clicks.
- Calling
- Shows calling efficiency and calling-focused trend data.
- 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.
- Activity date range
- Changes the activity timeline to 7, 30, or 90 days independently of the top dashboard reporting period.
- Refresh
- Reloads the activity timeline using its current range, event types, and bot/scanner setting.
- Show all activity
- Restores the activity timeline to 30 days with all event types and bot/scanner opens excluded.