The Performance Tab focuses on conversion rates, percentages, and comparative performance across your campaigns.
The Outbound Funnel
The main chart displays your outbound process as a funnel visualization. You can switch between three views using the channel selector:
All Channels
LinkedIn
Email
Each bar in the funnel represents a stage of your outbound process:
Stage | Description | Calculation |
Total Audience | Total number of people added to a campaign during the selected period. This represents 100% of your pool. | Base metric (100%) |
Engaged | Contacts who took any action: LinkedIn profile visits, connection requests, messages, or were contacted via email. | (Engaged / Total Audience) × 100 |
Contacted | Contacts who received at least one message (LinkedIn or Email). | (Contacted / Total Audience) × 100 |
Replied | Contacts who responded to your outreach (LinkedIn or Email). | (Replied / Contacted) × 100 |
Positive | Conversations tagged with positive category tags (e.g., "Interested", "Meeting booked"). | (Positive / Contacted) × 100 |
Note: Positive Replies include both AI-generated positive tags and manual tags you have created that reflect genuine interest or success (e.g., "Interested", "Meeting booked"). These help you quickly measure real buying intent and engagement quality.
Tagged Conversations
On the right side of the Performance Tab, you will see a list of tags with bars indicating the volume of conversations for each category.
Filtering Options
You can filter the Tagged Conversations panel by:
All Channels
LinkedIn
Email
Key Behaviors
Counting rule: Only shows tags that were added during the selected time period.
Dynamic updates: Switching channels updates the chart dynamically.
Interactive navigation: Clicking on any tag opens the Inbox, automatically filtered to show conversations with that specific tag. This makes it easy to review, follow up, or analyze the specific replies behind each category.
Manage Tags in Analytics
Understanding how tag removal affects your Analytics data is important for maintaining accurate metrics:
Action | Effect on Conversations | Effect on Analytics |
Deleting a tag (AI or manual) | All instances of that tag are removed from conversations | The tag will no longer appear in Analytics |
Deactivating an AI tag | Tags already assigned to existing conversations remain intact | The metric for that tag will still appear in Analytics |
Important: To remove a deactivated tag from Analytics, you must either manually remove the tags from the corresponding conversations or fully delete the tag from the AI Conversation Tags page.
Performance Tables
Below the funnel, you can toggle between two detailed performance tables: Campaigns and Identities.
The Campaigns table shows how each campaign performs overall and by channel.
The Identities table analyzes the effectiveness of each sender or identity.
Both tables display the same columns:
Category | Columns |
General | Audience (Campaigns only), Contacted, Replied, Positive |
Engaged, Sent, Accepted, Contacted, Replied, Positive | |
Contacted, Opened, Clicked, Replied, Positive |
Note: You can sort the table by any column. You can also export any table by clicking the Export button at the top right of the table.
Tip: Hover over any Positive cell to see a breakdown of specific positive tags (e.g., "Interested", "Meeting booked").
