This article is a deep-dive into the reporting capabilities of the Nooks platform. It will be broken down into 2 main sections:
How to access Nooks reporting
Types of Nooks reporting dashboards
Team Performance
User Performance
Sequence Performance
Account Performance
Objections
Custom Report Builder
How to access Nooks reporting
To access Nooks reporting, you can be either in your Nooks workspace or in a floor within your workspace. Once inside Nooks, click the "Reporting" tab in the upper lefthand corner of your screen.
Important Notes:
An admin must be set in your workspace for Nooks to pull calls from your SEP; your AE or CSM will help you set the admin.
Reporting works for every user from every floor inside Nooks.
*Visual of the reporting tab
Types of Nooks Reporting Dashboards
Nooks reporting offers 5 out-of-the-box dashboards, but also has a custom report builder! The 5 out-of-the-box dashboards are as follows:
Team Performance - principal dashboard summarizing all key productivity metrics
User Performance - summary of key productivity metrics for an individual user
Sequence Performance - a sequence-based view on cold-calling productivity
Account Performance - an account-based view on cold-calling productivity
Objections - analytics on what objections your reps are getting, how many they get, and how often they convert against them
Team Performance Dashboard
The Team Performance dashboard is designed to manage the performance of your team easily and is comprised of 3 major sections:
Conversion Funnel + Team Performance Stats
Calls Table + Callback List
Connect Rate Insights
See the video below for an overview of the Team Performance Dashboard
*Tutorial on how to use Team reporting
Sequence Performance
Sequence Performance allows you to see how your sequences are performing across all of your reps. Similar to the Team Performance dashboard, you will see the amount of total dials, dials/day, connects, conversations, and meetings for every sequence you have in Outreach/Salesloft.
There is only 1 "section" in this report so no video tutorial is needed, see screenshot below for reference:
*Screenshot of Sequence performance dashboard
Account Performance
Account Performance allows you to see how your team's activity is distributed across your entire target account list. Similar to the Sequence Performance report, you will see the amount of total dials, dials/day, connects, conversations, and meetings for every account that your reps are using Nooks to prospect into.
There is also only 1 "section" in this report so no video tutorial is needed, see screenshot below for reference:
*Screenshot of Sequence performance dashboard
Objections
The Objections dashboard has three purposes:
Visualize which objections your team encounters the most
Highlight each rep’s objection handling strengths and weaknesses
Inform managers where to spend time coaching or which battle cards to prioritize.
*Tutorial on how to use the Objections dashboard