SourceWhale provides a detailed dashboard to show the numbers on your results for your entire team. There are several different sections to keep an eye on when looking at your team's numbers.

The search bar is located at the very top of the dashboard. Here you can search for contacts, projects, or campaigns within SourceWhale. You are able to click on either all results, specifically contacts, projects, or campaigns. We also display contact emails to differentiate between contacts with the same name.

At the top of your dashboard, there is a list of numbers displayed along the top. The first four numbers left to right are the number of contacts that have moved from the sourced stage to messaged within a given time frame, what percentage of emails have been opened at least one time, what percentage of emails have been marked as replied (or interested), the percentage of contacts that have replied and are deemed to be interested, and the percentage of responses that have resulted in a meeting.

You can use the drop-down menu just above "Messaged" to select which teammates you would like to see the combined numbers for. Find more information about the different stages here.

You can also look at a visual graph of your team's statistics over a certain time period using the time frame option. You are able to filter by a specific team member and view your own stats too.

The total number of people sourced and messaged along with the opens, clicks, replies, and interested rates are visible on the dashboard bar when hovering over the graph.

Note: The way our main dashboard shows stats (open/click/reply/interested rates) is based on the number of people who have received a message within the chosen time frame. The graph shows the number of individual messages sent, opened, replied to, and interested during this timeframe.

You can compare numbers with members of your team by checking out the "Team Performance" section. You can sort each label by clicking on either Sourced, Messaged, Opens, Clicks, Replies, and Interest.

The Email Tracking heat map offers a view of email opens, tracked link clicks, and email replies. This will help your team determine popular engagement times for each day of the week to further target your messaging.

Read our article on best practices using SourceWhale here.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬