The weekly report

The weekly report summarises the previous week against the week before, so the Monday meeting starts from the same numbers for everyone.

What is in it

• The headline tiles with the change against the week before: emails sent, LinkedIn touches, human replies, positive replies, meetings, new pipeline and closed-won.
• The top 3 campaigns by pipeline.
• Reps under 60% of a weekly target.
• Connections that are in error or have not synced recently.
• A note of how many auto-replies and unsubscribes were left out of the reply count.

Set it up

Settings: Weekly report

Settings → Weekly report: email recipients, a Slack webhook and Send test now. Demo data.

1. Open Settings → Weekly report.
2. For email: turn email on and add up to 50 recipients. They do not need a login.
3. For Slack: create an incoming webhook in Slack for the channel you want (it starts with https://hooks.slack.com/services/), paste it and turn Slack on.
4. Press Send test now to receive the report with your real data.

When it is sent

The report is sent once per week, after Monday 08:00 in the workspace time zone has passed. The send job runs once a day, so the report can arrive later on Monday than 08:00, depending on your time zone. It is never sent twice for the same week.

The week runs Monday to Sunday or Sunday to Saturday, as set in Settings → Workspace. Check the time zone there too: it decides where each day and week begins on every screen.

Getting a useful report

• Run Sync now on your connections before the meeting if you want numbers up to the minute.
• Fix unmapped senders and campaigns without an owner first, or the "under target" list will name reps whose activity is simply sitting under Unassigned.
• Treat the Slack webhook like a password: anyone who has it can post to that channel. It is stored encrypted and never shown again.

Note: In read-only mode (trial or subscription ended) the weekly report is not sent.