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Documentation Index

Fetch the complete documentation index at: https://docs.reach.raysium.com/llms.txt

Use this file to discover all available pages before exploring further.

Chart Overview

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

Message Performance Chart

The Message Performance Chart displays message trends over time.

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

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

Use Cases

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

Lead Funnel Chart

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

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

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

Optimization Opportunities

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

Campaign Performance Chart

The Campaign Performance Chart compares performance across your campaigns.

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

Chart Types

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

Identifying Top Performers

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

Deal Distribution Chart

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

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

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

Insights

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

Lead Source Chart

The Lead Source Chart breaks down leads by their origin.

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

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

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

Interacting with Charts

Hover Effects

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

Click Actions

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

Zoom and Pan

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

Customizing Charts

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

Filters

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

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

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

Troubleshooting

Charts Not Loading

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

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

Incorrect Data

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