The Dashboard summarizes Team performance across FirstTouch outreach and activity.
What You Can Track
The active Dashboard cards are:
- Actions: automated outreach actions and Tasks.
- Engagement: email and LinkedIn engagement, replies, and reply sentiment.
- Opportunities: positive replies and meetings booked.
Available metrics can depend on your plan, permissions, connected accounts, and selected filters.
Filters
Use filters to narrow analytics by:
- user
- date range
- source
- channel
Team Admins can usually review broader Team activity. Members may see a narrower view based on their access.
Charts And Trends
When available, chart views show how email and LinkedIn activity changes over time. Use these trends to identify outreach volume changes, reply-rate movement, or gaps caused by sender capacity or disconnected accounts.
Interpreting Counts
Metrics summarize FirstTouch-managed activity. They may not include manual work performed outside FirstTouch, provider-side actions that were not tracked, or CRM timeline entries created by another tool.
Use Activities and Tasks for underlying enrollment work. Use the Outreach Queue for LinkedIn action execution state.
