The List Activity Performance Dashboard helps you evaluate the effectiveness of your outbound calling campaigns over a selected time period.
It shows how a specific list of prospects progresses through key stages of your outreach workflow from dials made to connects, conversations, and meetings booked giving a clear view into how well your campaigns are performing.
This view is especially useful for identifying strengths, bottlenecks, and opportunities for improvement in your sales engagement process.
📊 What You’re Seeing at the Top
At the top of the dashboard you’ll find a List Score and several high-level metrics:
List Score: A performance indicator that summarizes how the selected list performed overall during the chosen timeframe.
Dials: Total number of calls placed.
Connects: Total number of live answers received.
Conversations: Total number of meaningful interactions with prospects.
Meetings: Total number of meetings successfully booked.
Each of these metrics includes a “vs Benchmark” comparison showing how your performance compares to historical averages or organizational expectations.
🔁 Activity Funnel Explained
The central part of the dashboard is an Activity Funnel with four stages:
Dials
Connects
Conversations
Meetings
This funnel shows how your prospect list progresses from initial contact attempts to successful business outcomes.
📈 Understanding Key Metrics
🎯 Conversion Rates
For every stage of the funnel from dialing to booking meetings, the dashboard calculates a conversion rate. These rates show how effectively prospects move from one step to the next.
Dial → Connect
The percentage of outbound calls that are answered.Connect → Conversation
The percentage of answered calls that turn into meaningful conversations.Conversation → Meeting
The percentage of conversations that result in a meeting being booked.
Together, these conversion rates highlight where engagement is strong and where prospects are dropping off, helping you pinpoint exactly which part of the calling process needs improvement.
Who We’re Calling
This section breaks down outreach activity by seniority level, helping teams understand which roles are being engaged and how responsive they are.
Metrics included:
Prospects: Number of unique contacts in the list at that seniority level
Dialed: Total calls placed to those contacts
Connects: Number of live answers
Connect Rate: Percentage of dials that resulted in a live connect
Why this matters:
Identify which seniority levels are hardest to reach
Adjust call strategy or messaging by role
Rebalance dialing efforts across titlesBest practice: Use this view to validate whether dialing efforts align with your ideal customer profile (ICP) and buying committee.
⏰ When We’re Connecting
The When We’re Connecting visualization highlights time-based engagement patterns, showing when live connects are occurring across days of the week and times of day.
Why this matters:
This view helps teams identify:
Optimal calling windows
Underutilized time slots
Patterns that can be scaled across reps or teams
🗣️ What They’re Saying
The What They’re Saying section uses conversation intelligence to summarize prospect feedback and sentiment from calls on the selected list.
🧠Summary
Together with the Activity Funnel, these insights help teams understand who they’re calling, when they’re calling, and what’s stopping conversations from turning into meetings.