# SDR Analytics

> Personal SDR dashboard — execution health, outcomes, next-best actions, and your reply rate vs the team.

Source: https://docs.graph8.com/analytics/sdr-analytics/

The SDR dashboard is your personal command center. It surfaces what's due today, how your outreach is landing, what to do next, and how you compare to the team — all on one page tuned for daily use.

## Accessing the Dashboard

Go to **Outbound → SDR** to view your dashboard. The page is scoped to you (the signed-in user) and updates automatically as you complete tasks.

## Layout

The dashboard is laid out as four panels — execution and outcomes on top, next-best actions and personal stats below.

```
┌──────────────────────┬──────────────────────┐
│  Execution Health    │  Outcome Feedback    │
├──────────────────────┼──────────────────────┤
│  Action Guidance     │  Personal Stats      │
└──────────────────────┴──────────────────────┘
```

A date-range picker in the top-right controls every panel. Presets: **Today**, **7d**, **14d**, **30d**, plus a custom range.

## Execution Health

How well are you executing on your queue today?

| Field | Meaning |
|-------|---------|
| **Tasks due** | Number of outreach tasks scheduled for the active range |
| **Tasks completed** | Of those, how many you've completed |
| **Completion rate** | Tasks completed ÷ tasks due, shown as a progress bar |
| **SLA adherence** | Percentage of tasks completed within their target window |

Use this panel as your "am I keeping up?" check. A low SLA adherence with a high completion rate means you're getting tasks done — but late.

## Outcome Feedback

What's the outreach actually producing?

| Field | Meaning |
|-------|---------|
| **Replies (positive)** | Replies classified as interested, asking questions, or moving forward |
| **Replies (negative)** | Replies classified as no-thanks, not-now, or unsubscribe |
| **Conversations** | Multi-message exchanges (a real back-and-forth, not just an auto-reply) |
| **Meetings booked** | Meetings scheduled from outbound activity in the date range |

Reply classification runs automatically — graph8 reads each reply and tags it positive or negative so the panel doesn't require manual triage.

## Action Guidance

The next-best-actions queue tells you what to do right now. Each card has:

| Field | Meaning |
|-------|---------|
| **Action type** | Call, Email, or Follow-up |
| **Contact** | Who to reach |
| **Why now** | The signal that triggered this action (e.g., "replied 2 days ago", "opened email twice") |
| **CTA** | Click-through to start the action |

Actions are ordered by priority — the system picks the best next move based on contact engagement, sequence stage, and time-since-last-touch.

When the queue is empty, you'll see an empty-state card. That means you're caught up — pick a list and start a new sequence or dialer session.

## Personal Stats

How are you doing relative to your team?

| Field | Meaning |
|-------|---------|
| **Your reply rate** | Your reply rate over the date range |
| **Team average** | The team's reply rate over the same range |
| **Difference** | Your rate minus the team average — green if above, red if below |
| **Trend** | Whether your reply rate is going up or down vs the prior period |

Use this as a quick coaching signal. Above team average and trending up — keep doing what you're doing. Below average and trending down — review the next set of replies for tone or timing patterns.

## Manager View

The dashboard above is the SDR's personal view. Sales managers and agency admins also have access to:

- **Roll-up SDR list** at **Agency → Manage Orgs** (when you manage multiple orgs)
- **Org-restricted access** — when an SDR is scoped to a specific org, the dashboard automatically filters to that org's data only

For team-level reporting (rep-by-rep comparison, pipeline rollups, leaderboard), use the campaign and sequence dashboards in **Engage**.

> **Tip:**
> Treat Execution Health as the "do" panel and Outcome Feedback as the "look" panel. Most SDRs check Execution Health every morning, then re-check Outcome Feedback after lunch to see if their changes from the morning are landing.

## Related

- [Dialer →](https://docs.graph8.com/engage/dialer/) — Power dialer with built-in call analytics
- [Sequencer →](https://docs.graph8.com/engage/sequencer/) — Multi-channel outreach automation
- [Inbox →](https://docs.graph8.com/engage/inbox/) — Where replies land for review and response
- [Overview →](https://docs.graph8.com/analytics/overview/) — Org-wide analytics dashboard