Admins can review and export their prospecting data and metrics for their organization using Analytics.
To access Analytics, head on over to the admin panel and select Analytics on the top toolbar.
You can manage your data by setting filters that return specific metrics that are important to your Salesforce team:
Categories:
Emails Found | Number of Emails found |
Phone Numbers Found | Number of Phone numbers found |
Accounts Created/Updated | Number of Salesforce Accounts |
Contacts Created/Updated | Number of Salesforce Contacts |
Leads Created/Updated | Number of Salesforce Leads |
Targets:
All | All users in your Prospect organization. |
Users | One specific user in your organization. |
Profiles SDR / etc. | Profile in your Organization. |
Date Range:
Review data by specified a time frame (7 days, 30 days) Historical data is available as far back as a year since connecting with Prospect.
Export Data:
After specifying the metrics you are looking to track, you can download a CSV report by hitting the Export button on the top right of your Analytics dashboard.
After specifying the metrics you are looking to track, you can download a CSV report by hitting the Export button on the top right of your Analytics dashboard.
