Copilot Reporting

Why use Reporting

The Reporting is designed for MadKudu 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

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.

  

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
   

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.