{"id":46920,"date":"2024-09-10T09:54:12","date_gmt":"2024-09-10T09:54:12","guid":{"rendered":"https:\/\/www.saleshandy.com\/blog\/?p=46920"},"modified":"2024-09-11T06:01:32","modified_gmt":"2024-09-11T06:01:32","slug":"graphical-reports-for-advanced-tracking","status":"publish","type":"post","link":"https:\/\/www.saleshandy.com\/blog\/graphical-reports-for-advanced-tracking\/","title":{"rendered":"Explore Graphical Reports: Advanced Tracking and Insights"},"content":{"rendered":"<div id=\"toc_container\" class=\"toc_wrap_right toc_transparent no_bullets\"><p class=\"toc_title\">Contents<\/p><ul class=\"toc_list\"><li><a href=\"#New-Advanced-Reporting-with-Graphical-View-and-Filters\"><strong class=\"New-Advanced-Reporting-with-Graphical-View-and-Filters\"><span class=\"toc_number toc_depth_1\">1<\/span> New: Advanced Reporting with Graphical View and Filters<\/strong><\/a><ul><li><a href=\"#1-Get-Reports-with-a-Graphical-View\"><strong class=\"1-Get-Reports-with-a-Graphical-View\"><span class=\"toc_number toc_depth_2\">1.1<\/span>  1. Get Reports with a Graphical View <\/strong><\/a><\/li><li><a href=\"#2-Check-Different-Data-Points-by-ProspectEmail-View\"><strong class=\"2-Check-Different-Data-Points-by-ProspectEmail-View\"><span class=\"toc_number toc_depth_2\">1.2<\/span> 2. Check Different Data Points by Prospect\/Email View <\/strong><\/a><\/li><li><a href=\"#3-View-Analytics-of-New-Prospects\"><strong class=\"3-View-Analytics-of-New-Prospects\"><span class=\"toc_number toc_depth_2\">1.3<\/span>  3. View Analytics of New Prospects <\/strong><\/a><\/li><li><a href=\"#4-Filter-by-Client-Sequence-View\"><strong class=\"4-Filter-by-Client-Sequence-View\"><span class=\"toc_number toc_depth_2\">1.4<\/span> 4. Filter by Client \/Sequence View<\/strong><\/a><\/li><li><a href=\"#5-Customize-Reports-with-Interactive-Features\"><strong class=\"5-Customize-Reports-with-Interactive-Features\"><span class=\"toc_number toc_depth_2\">1.5<\/span> 5. Customize Reports with Interactive Features<\/strong><\/a><\/li><li><a href=\"#6-Adjust-Time-Range-Views\"><strong class=\"6-Adjust-Time-Range-Views\"><span class=\"toc_number toc_depth_2\">1.6<\/span> 6. Adjust Time Range Views<\/strong><\/a><\/li><li><a href=\"#7-Share-Your-Success-with-Downloadable-Reports\"><strong class=\"7-Share-Your-Success-with-Downloadable-Reports\"><span class=\"toc_number toc_depth_2\">1.7<\/span> 7. Share Your Success with Downloadable Reports<\/strong><\/a><\/li><\/ul><\/li><li><a href=\"#Get-Advanced-Insights-for-your-Sequences\"><strong class=\"Get-Advanced-Insights-for-your-Sequences\"><span class=\"toc_number toc_depth_1\">2<\/span> Get Advanced Insights for your Sequences<\/strong><\/a><\/li><\/ul><\/div>\n\n<p>When cold emailing is a major channel for generating leads or booking qualified meetings, it is crucial to analyze the campaigns properly to make informed and data-driven decisions.<br><br>That\u2019s why we\u2019re excited to introduce our upgraded reporting experience, designed to give you deeper insights into your campaign performance!<\/p>\n\n\n\n<p>These enhancements provide you with a deeper, more comprehensive view of your email sequences, client campaigns, and prospect interactions.<br><br>Let&#8217;s see what has changed!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span id=\"New-Advanced-Reporting-with-Graphical-View-and-Filters\"><strong>New: Advanced Reporting with Graphical View and Filters<\/strong><\/span><\/h2>\n\n\n\n<p>With our advanced reporting, users can not only visualize the data but also apply advanced filters to include\/exclude certain data points. Let&#8217;s look at some newly added filters and how they work.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span id=\"1-Get-Reports-with-a-Graphical-View\"><strong> 1. Get Reports with a Graphical View <\/strong><\/span><\/h3>\n\n\n\n<p>Instead of just looking at numbers, you can now easily interpret your campaign performance through intuitive graphical representations.<\/p>\n\n\n\n<p>View all your stats using graphical visual tools that display your email campaign data clearly and interactively. You can view metrics like opens, replies, bounces, and even more.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"900\" height=\"506\" src=\"https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/01-Graphical-view-900x506.webp\" alt=\"\" class=\"wp-image-46922\" srcset=\"https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/01-Graphical-view-900x506.webp 900w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/01-Graphical-view-356x200.webp 356w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/01-Graphical-view-768x432.webp 768w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/01-Graphical-view-1536x864.webp 1536w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/01-Graphical-view-2048x1151.webp 2048w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/01-Graphical-view-1200x675.webp 1200w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/01-Graphical-view-1980x1113.webp 1980w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/01-Graphical-view-150x84.webp 150w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/figure>\n\n\n\n<p>You can adjust the time range and apply filters to see specific sequences or client data.<\/p>\n\n\n\n<p>Click on the data figures to show or hide certain metrics, and hover over data points to see more detailed information.<\/p>\n\n\n\n<p>Moreover, reports update automatically, giving you current insights into your email campaigns.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span id=\"2-Check-Different-Data-Points-by-ProspectEmail-View\">2. <strong style=\"font-size: revert;\">Check Different Data Points by Prospect\/Email View<\/strong> <\/span><\/h3>\n\n\n\n<p>Click on the prospect\/email toggle to check data by filters like prospect view or email view.&nbsp;<\/p>\n\n\n\n<p>Prospect view helps check the engagement based on individual prospects connected, not contacted, and prospects who opened, clicked and replied to any email.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"2560\" height=\"1439\" src=\"https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/02-Prospect-vs-Email-view-1-scaled.webp\" alt=\"\" class=\"wp-image-46927\" srcset=\"https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/02-Prospect-vs-Email-view-1-scaled.webp 2560w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/02-Prospect-vs-Email-view-1-356x200.webp 356w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/02-Prospect-vs-Email-view-1-900x506.webp 900w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/02-Prospect-vs-Email-view-1-768x432.webp 768w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/02-Prospect-vs-Email-view-1-1536x864.webp 1536w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/02-Prospect-vs-Email-view-1-2048x1151.webp 2048w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/02-Prospect-vs-Email-view-1-1200x675.webp 1200w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/02-Prospect-vs-Email-view-1-1980x1113.webp 1980w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/02-Prospect-vs-Email-view-1-150x84.webp 150w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<p>Similarly, in email view, you can get engagement based on all emails sent, where you can view the total number of emails sent, opened, replied to, and more.<\/p>\n\n\n\n<p>This helps in viewing different data points, making it easier to make the best data-driven decisions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span id=\"3-View-Analytics-of-New-Prospects\"><strong> 3. View Analytics of New Prospects <\/strong><\/span><\/h3>\n\n\n\n<p>Each new prospect can turn into a loyal customer. When you add new prospects in sequences, it is important to keep a constant eye to see how they are engaging with your emails. <\/p>\n\n\n\n<p>But manually searching such prospects every time can be time-consuming.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"2560\" height=\"1439\" src=\"https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/04-First-Time-event-1-scaled.webp\" alt=\"\" class=\"wp-image-46926\" srcset=\"https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/04-First-Time-event-1-scaled.webp 2560w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/04-First-Time-event-1-356x200.webp 356w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/04-First-Time-event-1-900x506.webp 900w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/04-First-Time-event-1-768x432.webp 768w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/04-First-Time-event-1-1536x864.webp 1536w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/04-First-Time-event-1-2048x1151.webp 2048w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/04-First-Time-event-1-1200x675.webp 1200w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/04-First-Time-event-1-1980x1113.webp 1980w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/04-First-Time-event-1-150x84.webp 150w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<p>You can simply click on the First-time event checkbox to view new prospects&#8217; engagement like first opened, first clicked, first replied, and more.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span id=\"4-Filter-by-Client-Sequence-View\"><strong>4. <strong>Filter by Client \/Sequence View<\/strong><\/strong><\/span><\/h3>\n\n\n\n<p>As an agency, getting analytics on sequences is not enough! You should be able to check analytics client-wise.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1439\" src=\"https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/05-Client-and-Sequence-Filters-scaled.webp\" alt=\"\" class=\"wp-image-46928\" srcset=\"https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/05-Client-and-Sequence-Filters-scaled.webp 2560w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/05-Client-and-Sequence-Filters-356x200.webp 356w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/05-Client-and-Sequence-Filters-900x506.webp 900w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/05-Client-and-Sequence-Filters-768x432.webp 768w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/05-Client-and-Sequence-Filters-1536x864.webp 1536w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/05-Client-and-Sequence-Filters-2048x1151.webp 2048w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/05-Client-and-Sequence-Filters-1200x675.webp 1200w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/05-Client-and-Sequence-Filters-1980x1113.webp 1980w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/05-Client-and-Sequence-Filters-150x84.webp 150w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<p>Now, you can focus on a specific client by choosing a client associated to focus data on specific client sequences.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span id=\"5-Customize-Reports-with-Interactive-Features\"><strong>5. Customize Reports with Interactive Features<\/strong><\/span><\/h3>\n\n\n\n<p>While analyzing the data, you should not be limited to how you can view it. You should be able to include\/exclude metrics with which you want to track and analyze the data.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1439\" src=\"https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/07-Analytics-Labeling-scaled.webp\" alt=\"\" class=\"wp-image-46937\" srcset=\"https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/07-Analytics-Labeling-scaled.webp 2560w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/07-Analytics-Labeling-356x200.webp 356w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/07-Analytics-Labeling-900x506.webp 900w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/07-Analytics-Labeling-768x432.webp 768w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/07-Analytics-Labeling-1536x864.webp 1536w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/07-Analytics-Labeling-2048x1151.webp 2048w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/07-Analytics-Labeling-1200x675.webp 1200w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/07-Analytics-Labeling-1980x1113.webp 1980w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/07-Analytics-Labeling-150x84.webp 150w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<p>You can now click on the legends such as email open, replied, clicked, positive, and negative sentiments to control which data lines are visible.<\/p>\n\n\n\n<p>Furthermore, you can hover over the graph to see detailed data for specific points.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span id=\"6-Adjust-Time-Range-Views\"><strong>6. Adjust Time Range Views<\/strong><\/span><\/h3>\n\n\n\n<p>You can view your data daily, weekly, monthly, or quarterly, depending on the time range you select.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1439\" src=\"https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/08-Filter-Daily-Weekly-Monthly-Quarterly-scaled.webp\" alt=\"\" class=\"wp-image-46938\" srcset=\"https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/08-Filter-Daily-Weekly-Monthly-Quarterly-scaled.webp 2560w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/08-Filter-Daily-Weekly-Monthly-Quarterly-356x200.webp 356w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/08-Filter-Daily-Weekly-Monthly-Quarterly-900x506.webp 900w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/08-Filter-Daily-Weekly-Monthly-Quarterly-768x432.webp 768w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/08-Filter-Daily-Weekly-Monthly-Quarterly-1536x864.webp 1536w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/08-Filter-Daily-Weekly-Monthly-Quarterly-2048x1151.webp 2048w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/08-Filter-Daily-Weekly-Monthly-Quarterly-1200x675.webp 1200w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/08-Filter-Daily-Weekly-Monthly-Quarterly-1980x1113.webp 1980w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/08-Filter-Daily-Weekly-Monthly-Quarterly-150x84.webp 150w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<p>This helps in comparing the data to see if there is any change in the performance of your campaigns when compared to previous weeks, months, quarters, and years.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span id=\"7-Share-Your-Success-with-Downloadable-Reports\"><strong>7. Share Your Success with Downloadable Reports<\/strong><\/span><\/h3>\n\n\n\n<p>When you run cold email campaigns for yourself or your clients, it takes a lot of effort and time.&nbsp;<\/p>\n\n\n\n<p>But when you start achieving your goals, you should be able to share them with your customers\/clients\/teams or target audience through multiple channels.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1439\" src=\"https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/06-Downloadable-chart-scaled.webp\" alt=\"\" class=\"wp-image-46929\" srcset=\"https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/06-Downloadable-chart-scaled.webp 2560w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/06-Downloadable-chart-356x200.webp 356w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/06-Downloadable-chart-900x506.webp 900w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/06-Downloadable-chart-768x432.webp 768w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/06-Downloadable-chart-1536x864.webp 1536w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/06-Downloadable-chart-2048x1151.webp 2048w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/06-Downloadable-chart-1200x675.webp 1200w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/06-Downloadable-chart-1980x1113.webp 1980w, https:\/\/www.saleshandy.com\/blog\/wp-content\/uploads\/2024\/09\/06-Downloadable-chart-150x84.webp 150w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/figure>\n\n\n\n<p>Sharing your success shouldn&#8217;t be time-consuming. You should not waste your time in creating appealing graphics for this.<\/p>\n\n\n\n<p>Rather, just click on the share button in the analytics tab inside Saleshandy, and you will get a comprehensive chart of your campaign.<\/p>\n\n\n\n<p>You can customize it to fit your prospect\/email view, time range, and more.<\/p>\n\n\n\n<p>If you are a whitelabel customer, you can share the chart with your clients using your branding.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span id=\"Get-Advanced-Insights-for-your-Sequences\"><strong>Get Advanced Insights for your Sequences<\/strong><\/span><\/h2>\n\n\n\n<p>With Saleshandy&#8217;s enhanced features, you can easily visualize the performance metrics and make informed decisions that drive success.<\/p>\n\n\n\n<p>We believe that the refreshed design and new functionalities will significantly improve your reporting experience. <\/p>\n\n\n\n<p>The intuitive layout and user-friendly interface are designed to streamline your workflow, allowing you to focus on what matters most\u2014optimizing your campaigns for better results.<\/p>\n\n\n\n<p><strong><a href=\"http:\/\/my.saleshandy.com\">Try it now!<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Contents1 New: Advanced Reporting with Graphical View and Filters1.1 1. Get Reports with a Graphical View 1.2 2. Check Different Data Points by Prospect\/Email View 1.3 3. View Analytics of New Prospects 1.4 4. Filter by Client \/Sequence View1.5 5. Customize Reports with Interactive Features1.6 6. Adjust Time Range Views1.7 7. Share Your Success with [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":46921,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","is_display_hero_banner_button1":"","is_display_hero_banner_button2":"","hero_banner_button1_text":"","hero_banner_button2_text":"","hero_banner_button1_url":"","hero_banner_button2_url":"","footnotes":""},"categories":[4976],"tags":[],"class_list":["post-46920","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Unlock Advanced Campaign Insights with Graphical Reports<\/title>\n<meta name=\"description\" content=\"Get advanced insights into your campaigns with interactive data visualization reports that simplify decision-making and enhance performance.\" \/>\n<meta name=\"robots\" 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