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How to Track my Results in Overloop?
How to Track my Results in Overloop?
Vincenzo Ruggiero avatar
Written by Vincenzo Ruggiero
Updated over a week ago

The good way to do sales prospecting and outbound sales at scale is always to test and iterate.

Key Performance Indicators (KPIs)

Overloop allows you to measure different metrics:


Overloop gives you 2 different kinds of reports to track your success:

  1. Overall reporting: an overall view of your prospecting activities, for your whole account, and for all your workflows.

  2. Workflow performance: used to understand how a specific workflow performs.

Overall reporting

All your account results and metrics can be seen in the Reports section divided into 3 tabs:

Account activity

The Account Activity tab gives you an overview of the activity happening in your account, grouped by different criteria (date or source of creation, etc.).

Available reports:

  • Organizations

  • Prospects

  • Tasks (created and completed)

  • Notes


Look at the performance of your outbound emails in funnels and graphs and do step-by-step comparisons between up to 5 workflows.

Available reports:

  • Replies funnel: contacted > opened > replied

  • Visits funnel: contacted > opened > clicked > visited

  • Distribution (by dates, days of the week, hours)

  • Bounces & opt-outs


Track your deals and pipelines to have a complete view of your whole sales process.

Available reports:

  • Pipeline funnels

  • Deals creation

  • Won & lost deals

  • Deals value

  • Deals duration

  • Revenue forecast

Campaign performance

The Performance tab, available when you open a campaign, gives you the statistics of the campaign.

See how each step of the campaign performs in terms of opens, clicks, replies, and page visits.

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