The Lyte Guide to Outreach Product Releases 2022–2024 Archive
Reporting, 2023–2024: the highlights
Outreach retired its old activity reports, rebuilt team reporting, tied activity to revenue and let you send your raw data to your own warehouse. Here are the highlights, plus everything else that shipped.
Each spike is a quarter. The taller it is, the more Outreach shipped. Tap a quarter to jump to its year.
Out with the old reports
New team reports
Managers · RevOpsSix reports replaced the old Activity and More Reports pages. Activity is credited to whoever did the work, not the prospect owner, and you get 16 months of history.
Read the full reporting overhaul guide →Your Outreach data in Snowflake
RevOps · Data teamsRaw Outreach activity data can flow into your own Snowflake warehouse. Meetings, email sentiment, and later Databricks, followed.
Daily Activity report
SDR managersSix core SDR numbers, refreshed every 15 minutes. The old Activity and More Reports pages were switched off after September 15, 2023.
Read the full reporting overhaul guide →Reports move to a new data platform
Managers · RevOpsSales Execution, Team Performance and Sequence Performance moved to a new platform, and some metric rules changed, so numbers may not match older exports.
Read the full reporting overhaul guide →- FEB 23Sequence Insights refresh
- SEP 23Meeting datasets in Data Sharing
- OCT 23This Week in Daily Activity
- DEC 23Email sentiment in Snowflake share
- DEC 23Call metrics in Daily Activity
Reports that follow the money
Pipeline Generation report
ManagersEnter a pipeline goal and the report suggests daily activity targets, tracks pacing and flags reps who need help.
Read the full reporting overhaul guide →Activity tied to revenue
Managers · LeadersThe Sales Execution report connects prospecting and sequences to the opportunities and revenue they produced. It needs Salesforce opportunity sync.
Read the full reporting overhaul guide →Build your own dashboards
Managers · AdminsArrange Outreach metrics into your own reporting layouts, start from two built-in ones, and set a default per profile.
Read the full reporting overhaul guide →- MAR 24Team Activity report
- MAY 24Sequence Performance: opportunities and revenue
- MAY 24Data Sharing for Databricks
- JUL 24Account pivot in Team Performance
- JUL 24Reports in local time
- AUG 24Sequence Performance report cleanup
- AUG 24Report column customization
- NOV 24Sequence Performance pivots and metrics
- NOV 24Account pivot clean-up
- NOV 24Revenue attribution drill-down
- NOV 24Sales Execution date filters in UTC
- NOV 24Funnel and team tables in Data Sharing
- NOV 24Forecast submissions in Data Sharing
Reports your managers will open.
Lyte Sales is a certified Outreach Professional Services partner. We set up reporting, goals and dashboards that answer the questions your leaders actually ask.
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