--- title: "Copilot Reporting" slug: "copilot-reporting" updated: 2025-11-05T01:51:59Z published: 2025-11-05T01:51:59Z canonical: "help.madkudu.com/copilot-reporting" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.madkudu.com/llms.txt > Use this file to discover all available pages before exploring further. # Copilot Reporting ## Why use Reporting The Reporting is designed for **HG Insights** **admins** to monitor the performance of playbooks and provide insights into how sales teams are engaging with prospects. It is especially useful for: - **Growth Managers**: To determine which playbooks are effective, which should be expanded, turned on autopilot, or deleted. - **Sales Managers**: To ensure their teams are contacting the right people as recommended in their playbooks. ## **How to Access the Reporting** 1. Log into Copilot 2. Click at the top right corner on the 👤 avatar icon 3. Click on **Reporting** ![](https://cdn.document360.io/a55e7ea5-b8ac-4456-874d-10cc92097370/Images/Documentation/image(9).png) ## How to use Reporting Use the Reporting on a weekly basis to track the performance of playbooks used by your team - **Click into each playbook**: Access a deep dive into the playbook's health score and performance. - **Health Score**: Playbooks are ranked from A to E based on three components: 1. **Targeting**: Is the playbook targeted enough at a person-level? 2. **Volume**: We recommend each rep have at least 5 matches per playbook per week, but no more than 100 (as too many could overwhelm reps). 3. **Actionability**: Having a predefined sequence is ideal. If a sequence is not defined, sales reps may be left in the dark about the next steps. - **Touch Rate**: Aim for playbooks with a touch rate of at least 80%. - **Pipeline Tracking**: In the deep dive, you can view opportunities opened after prospects were contacted, contributing to the overall pipeline. **![](https://support.madkudu.com/hc/article_attachments/30364116307341)** ## **Weekly Digest** Every Monday, admins receive a weekly digest that includes: - Pipeline generated so far. - Best and worst-performing playbooks. - Top-performing sellers. - Sellers who may need additional enablement ![](https://support.madkudu.com/hc/article_attachments/30364152156813) ## **Improving Playbook Performance** Your team should be regularly reviewing their inbox by contacting, rejecting or snoozing prospects surfaced in the playbooks. As a Admin you can impersonate their inbox to understand why certain matches were rejected. --- ### FAQ #### **Why can’t I select data from the last quarter?** Data before Q3 2024 is not available. #### **What do 'Contacted' and 'Opportunities' mean in the Reporting?** The 'Contacted' and 'Opportunities' fields show numbers within the selected time period (e.g., this quarter, last quarter, last 6 months). However, they are calculated differently in the Users tab versus the Playbooks tab: **Users Tab:** - **Contacted**: Total number of persons or companies that have been contacted through Copilot, regardless of whether they came from a playbook. - **Opportunities**: Number of unique opportunities created within 2 months after any contact through Copilot. This includes ALL opportunities from contacts, whether they were discovered through a playbook or not. - **Pipeline**: Total amount of opportunities created within 2 months after any contact through Copilot. This shows the overall impact of Copilot usage across all activities. **Playbooks Tab:** - **Contacted**: Number of persons or companies that have been contacted directly or marked as done specifically from playbook matches. - **Opportunities**: Number of unique opportunities created within 2 months after a match from this specific playbook was contacted. - **Pipeline**: Total amount of opportunities created within 2 months after a match from this specific playbook was contacted. #### Why do the numbers of 'Contacted’ and ‘Opportunities’ seem off? Here are the constraints: - Only accounts that have been contacted in the reporting period are counted - Opportunities must be created after contact AND within 2 months #### **When should I use account-based playbooks?** Account-based playbooks are ideal for account managers or experienced sales reps with clear indications of actions to take. #### **My playbook has too much volume. What should I do?** Filter out low-fit prospects and focus on warm leads to reduce volume and increase efficiency. #### Where does the Opp Amount filter in Copilot come from? Directly from the Opportunity Amount field in Salesforce, it cannot be configured to reflect a custom field. ****My playbook doesn’t have enough volume. What should I do?**** Use the Explore feature to play around with filters and identify which filters might be too restrictive. Review event mapping to ensure all activities are being captured correctly. ****What should I do if I don’t have a sequence already set up in SalesLoft, Outreach, or Gong?**** We can provide prebuilt sequences for you to use. ****What if I don’t have an SEP like SalesLoft, Outreach, or Gong?**** Add a link to the basic action that outlines the sequence that should be used. The more guidance, the better.