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Chart Overview

The Reach dashboard includes several interactive charts and visualizations to help you understand your outreach performance at a glance.

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Message Performance Chart

The Message Performance Chart displays message trends over time.

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What It Shows

  • Messages Sent: Daily, weekly, or monthly message volume
  • Delivery Rate: Percentage of messages successfully delivered
  • Response Rate: Percentage of messages that received responses
  • Trend Lines: Visual indicators of performance trends
Screenshot placeholder: Add a screenshot of the message performance chart with annotations

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Reading the Chart

  • X-Axis: Time period (days, weeks, or months)
  • Y-Axis: Number of messages or percentage
  • Lines: Different colored lines represent different metrics
  • Tooltips: Hover over data points to see exact values

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Use Cases

  • Track message volume trends
  • Identify peak sending periods
  • Monitor delivery and response rates
  • Compare performance across time periods

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Lead Funnel Chart

The Lead Funnel Chart visualizes the conversion process from leads to deals.

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Funnel Stages

  1. Total Leads: All leads in your system
  2. Leads in Campaigns: Leads included in active campaigns
  3. Leads Responded: Leads who responded to messages
  4. Leads Converted: Leads converted to deals
Screenshot placeholder: Add a visual funnel diagram showing the conversion stages

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Understanding the Funnel

  • Width: Represents the number of leads at each stage
  • Narrowing: Shows where leads drop off in the process
  • Conversion Rates: Percentage of leads moving to the next stage

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Optimization Opportunities

Use the funnel to identify:
  • Stages with high drop-off rates
  • Conversion bottlenecks
  • Areas for improvement
  • Successful conversion paths

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Campaign Performance Chart

The Campaign Performance Chart compares performance across your campaigns.

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Metrics Displayed

  • Campaign Completion: Percentage of contacts completed
  • Messages Sent: Total messages per campaign
  • Response Rate: Response rate by campaign
  • Deals Created: Number of deals generated from each campaign
Screenshot placeholder: Add a screenshot showing campaign comparison chart

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Chart Types

The chart may display:
  • Bar Chart: Comparing metrics across campaigns
  • Line Chart: Showing trends over time
  • Pie Chart: Showing distribution of performance

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Identifying Top Performers

Look for campaigns with:
  • High completion rates
  • Strong response rates
  • High deal conversion
  • Consistent performance

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Deal Distribution Chart

The Deal Distribution Chart shows how deals are distributed across pipeline stages.

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What It Shows

  • Deals by Stage: Number of deals in each pipeline stage
  • Deal Values: Total value of deals in each stage
  • Stage Progression: Visual representation of deal flow
Screenshot placeholder: Add a screenshot of the deal distribution chart

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Pipeline Visualization

  • Columns: Each column represents a pipeline stage
  • Height: Number of deals or total value
  • Colors: Different colors for different stages
  • Labels: Stage names and deal counts

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Insights

Use this chart to:
  • Identify bottlenecks in your pipeline
  • See where deals accumulate
  • Track stage conversion rates
  • Optimize pipeline stages

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Lead Source Chart

The Lead Source Chart breaks down leads by their origin.

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Source Categories

  • Campaign Sources: Leads from specific campaigns
  • Manual Import: Leads imported via CSV
  • API: Leads added via API integration
  • Other: Other sources
Screenshot placeholder: Add a screenshot showing lead source breakdown

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Visualization Types

  • Pie Chart: Shows proportion of leads from each source
  • Bar Chart: Compares lead counts by source
  • Donut Chart: Similar to pie chart with center space

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Analysis

Use this chart to:
  • Identify most effective lead sources
  • Allocate resources to high-performing sources
  • Track source performance over time
  • Optimize lead generation strategies

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Interacting with Charts

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Hover Effects

  • Hover over data points to see detailed information
  • Tooltips display exact values and percentages
  • Additional context may be shown

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Click Actions

  • Click on chart elements to filter data
  • Drill down into specific time periods
  • View detailed breakdowns

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Zoom and Pan

Some charts support:
  • Zoom: Focus on specific time periods
  • Pan: Navigate through time ranges
  • Reset: Return to default view

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Customizing Charts

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Time Periods

Select different time periods to view:
  • Today: Current day’s data
  • Last 7 Days: Past week
  • Last 30 Days: Past month
  • Custom Range: Select specific dates

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Filters

Apply filters to charts:
  • Campaign Filter: View specific campaigns
  • Source Filter: Filter by lead source
  • Status Filter: Filter by lead or deal status

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Export Options

Some charts may support:
  • Export as Image: Save chart as PNG or JPEG
  • Export Data: Download underlying data as CSV
  • Print: Print chart for reports

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Best Practices

  1. Regular Review: Check charts regularly to spot trends
  2. Compare Periods: Compare current period with previous periods
  3. Focus on Trends: Look for patterns rather than single data points
  4. Take Action: Use insights to optimize your outreach
  5. Document Insights: Note important findings for future reference

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Troubleshooting

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Charts Not Loading

If charts don’t load:
  • Check your internet connection
  • Refresh the page
  • Clear browser cache
  • Contact support if issues persist

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Missing Data

If charts show no data:
  • Verify you have data for the selected time period
  • Check filters aren’t excluding all data
  • Ensure campaigns have been created and executed
  • Verify leads and deals exist in your account

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Incorrect Data

If charts show incorrect data:
  • Refresh the dashboard
  • Check data filters
  • Verify time period selection
  • Contact support if discrepancies persist