Visit Outreach Stats to view outreach metrics for you and your team.

Outreach Stats allows you to filter on three unique parameters:

  • Candidate Cohorts vs. Activity

  • My Stats vs. Team Stats

  • Time Period

Candidate Cohorts vs Activity

A major parameter in Outreach Stats is the Candidate Cohorts vs Activity filter. The metrics that each tab displays look similar, but are calculated differently.

Candidate Cohorts

Candidate Cohorts shows a cohort view, which helps you understand the effectiveness of your outreach (e.g. open rate / reply rate / interested rate) for the time period you are filtering on. Simply put -- of the candidates you sent new sequences to in a time period, it tells you how many of them opened / replied / were interested at any time.

Take the April 2021 row in the table above for example:

  • 1,000 Contacted -- Your team sent a sequence to 1,000 recipients in April 2021. If a candidate was sent multiple Sequences, each instance will count towards this total.

  • 700 Opened -- Of the 1,000 recipients your team contacted in April 2021, 700 of them opened that sequence, which leads to a 70% Opened rate. Each recipient can only count once for this metric.

  • 350 Replied -- Of the 1,000 recipients that your team contacted in April 2021, 350 of them replied, which leads to a 35% Replied rate.

  • 35 Interested -- Of the 1,000 recipients your team contacted in April 2021, 35 were manually marked as Interested, leading to a 3.5% (Gem rounds up to 4%) Interested rate.

Activity

Activity shows how many activities you performed for a given time period, which helps you understand where you are spending your time.

The metrics we display are:

  • Viewed on LinkedIn -- The number of candidate profile pages that were viewed on LinkedIn during the selected time period. This counts unique profile views, so going to the same candidate's profile page multiple times will not increase this number and only the first view will count.

  • Added to Gem -- The number of times a LinkedIn candidate profile's PDF file was downloaded during the selected time period.

  • First messages sent -- The number of first messages sent to candidates during the selected time period. This includes Stage 1 of Email/InMail Sequences.

  • Follow-ups sent -- The number of follow-up messages sent during the selected time period. This includes automatically sent messages for Stages 2 and up of Email Sequences and manually sent follow-up InMail Stages.

What are the differences between both views?

One of the key differences between Candidate Cohorts and Activity is that rates don't make sense in the Activity view. For example, say you sent ten sequences 1 quarter ago, and zero sequences this quarter.

  • If a candidate replies this quarter to any of the ten sequence you sent last quarter, those replies would count towards this quarter in the Activity view. This could lead to a reply rate that is greater than 100%, which doesn't make much sense.

  • In the Candidate Cohorts view, those replies would count for last quarter.

My Stats vs Team Stats

You can choose between seeing your own stats versus your team's stats by clicking the dropdown button seen below.

If you choose Team Stats, you can filter by specific team members by adding a filter for User, then typing in their name.

Selecting Chart: Overall will aggregate the team's stats for the time period you are filtering on. The results will be shown in the table at the bottom of the page.

Time Period

Gem can aggregate outreach stats by commonly used date ranges (ex. Year To Date, Quarter To Date, etc.), but you can also manually set a custom start and end date window that you'd like to focus on by clicking into the date edit boxes.

Other Outreach Stats Features

Drill down on your data

After you've applied the desired filters, your Outreach Stats data can be drilled-down upon by using the Group by, Breakdown, and Metric dropdown menus at the top of the summary table.

Save your Outreach Stats report

To save reports you need to look up regularly, apply all of the desired filters and click on the Save button at the top of the Outreach Stats page. This saves your currently used filter presets so that it can be recalled at a later time. After the report has been saved, it can be accessed by going to your Reports page.

Projects Stats

You can also pull stats for a specific project by filtering on the name of the project. In My Stats, you can filter by your own project, and on Team Stats, you can filter by team projects. Click Add filter and select Project to get started.

Downloading a CSV

Export your Outreach Stats report to a CSV file to save the stats for the dashboard configuration you're currently looking at. The CSV will take into account all of the configuration at the top:

  • My Stats vs Team Stats

  • Candidate Cohorts vs Activity

  • Quarters vs Months vs Weeks vs Days

Need help interpreting your Outreach Stats? Feel free to contact your Gem Customer Success Manager or contact us at support@gem.com for assistance.

Did this answer your question?