Use Analytics to decide what to do next
Read the numbers in context, spot work waiting for you, and find where your outreach is getting stuck.
A dashboard is useful when it changes what you do next. If it only tells you △ Agent has been busy, it hasn't told you enough.
Open Analytics in ReacherX and start with the active workspace and date range. A hiring workspace and a customer workspace have different goals. Last week's activity and today's activity are different sets of work.
Check whether people are getting through
The overview includes new people found, response rate, pending approvals, and outreach issues. It also shows processing states such as pending, qualified, ready, and disqualified.
- Pending: found, but not yet checked for fit.
- Qualified: passed the system's fit checks for your audience. It doesn't mean they have agreed to talk, buy, or join.
- Ready: qualified, with background gathered, so a plan can be prepared.
- Disqualified: didn't pass the fit checks and has been ruled out.