The Analytics page in Groove is your central hub for gaining insight into your team's overall performance, who is getting the best results from their efforts, which Flows and templates are invoking the highest levels of interaction with prospects, and much more.
If you do not have Groove Teams set up yet, we recommend creating teams and assigning Roles, so that team leads can easily check their team's progress.
Team Selector
On each tab of the Analytics page, you can select individual users, teams, or a combination of both to drill into the numbers. This allows you to compare metrics across any grouping of team members.
Date Selector
On each tab, you can also customize the date range represented in the data shown.
Activity Analytics
This tab provides a quick snapshot of your team's overall activities completed via Inbox and through Flows.
Tip: Use the toggle underneath the KPIs at the top of the Activity Tab to alternate between flow and non-flow-related activities.
Emails: Total number of emails sent by that user. The total number in this column combines emails that are sent with open tracking enabled and emails that are logged to salesforce. To see only emails logged to Salesforce, check the box underneath the KPIs at the top of the Activity tab.
Calls: Total number of calls logged through Groove for that user. The total number of calls in this column combines calls made through the Groove dialer, and calls logged through a flow without the Groove dialer.
Other: Total number of non-call or non-email activities. This can include LinkedIn Connections, LinkedIn InMail, Sendoso, etc. These activities must be completed and logged via Flows or Omniactions.
Not only do you get an understanding of the volume of activities your team has completed during a specific date range, but you can also track the success of their efforts.
Meetings Booked: Number of meetings booked with contacts or leads who had completed at least one step in a flow. This requires that the user has background calendar sync turned on in order to count.
Positive Conversations: Number of calls logged through Groove that resulted in a positive call disposition. Each call disposition value in Groove is given a Positive, Negative, or Neutral Sentiment.
Flow Analytics
This section provides a detailed history of your team's performance using their Flows. Here you can see how many Flow actions are being completed and how prospects are connecting with those efforts.
How To Use this Information
View the overall statistics of each flow, and compare them with other flows to determine which are affecting the most positive interaction — opens, clicks, replies, and positive conversation.
Sort by any of the columns to check which flows are performing the best in a certain category. For example, you may want to sort by the Replied column to check which flow is gaining the most responses from prospects.
Click on the name of a flow to drill down into the performance of each step in the flow.
Master Flows: Click on the name of a master flow to get analytics per step, and a breakdown by user, to check who is getting the best results from the flow.
If you notice a drop off in Open rates from one step to the next, you may want to try a different subject line for the step with a lower open rate.
If you notice a drop off in Response rates from one step to the next, you may want to modify the content of the template used in that step.
With your team selected, you can drill into a Master Flow to see a breakdown by user and check who's getting the best results.
Note: Groove curates the 'Meetings Booked' statistic by looking for Groove Flow participants who have completed any Groove Flow steps, and have a meeting booked with a Groove user in Salesforce
Email Template Analytics
This portion gives you an idea of how successful each email template is, whether it has been sent through Gmail or Flow. Check out the open, click, and reply rates to determine which templates are performing well, and which have room for improvement.
With a team selected, you can drill into a Shared Template to see who is sending it out the most, and how each user's prospects are responding to it.
Email Analytics
Here you can see a breakdown of how many emails your team is sending, and how compelling that messaging is to prospects.
You can drill into each user's Email Log to see who specifically is interacting the most with your reps.
Additionally, you can compare each person's metrics to determine who on the team is sending the most overall emails, and who is sending the most engaging material.
Call Analytics
Note: All calls logged through Groove Flow 'make a phone call' steps (with or without Groove Dialer) will be included in the Call Analytics. Additionally, all calls logged through Groove Dialer, on Groove Flow, SFDC, or Gmail will be included in the Call Analytics.
View an assessment on your team's cold calling and phone communication skills. Quickly scan the metrics on total calls, conversation rate, and positive conversation rate, then drill down for the specifics. You can also jump into a user's Call Log to review conversation details by prospect, and use the search bar or sort columns to filter the folks that were called.
You can use that information to determine which reps have the highest positive conversation rate, to shape processes around those pitches or techniques.
Process Analytics
View a diagnosis on how closely your team is sticking to their Flow schedules. Similar to the Process Analytics users see on their Flow Analytics tab, this section shows you new people started, steps completed, steps completed on time, and steps skipped.
How To Use this Information
New People Started: Leads or Contacts who have been added to a Flow and completed at least one step.
Steps Completed: The number of Flow steps completed minus the automated emails
Steps Completed on Time: Steps that were completed early or on the day that they were due.
Steps Skipped: Flow steps that were skipped.
Downloading Analytics
You can also download our analytics to a CSV by clicking on the following button:
Important Notes for Groove Vs. Salesforce Reports
You can cross-reference Groove and Salesforce reports to ensure that Groove Activities are being tracked as you want them to be. In some cases, you may notice slight differences between the reports, and it's important to understand why that might happen. Here are a few important details to note when utilizing both Groove and Salesforce reporting:
Date ranges apply to the related activity date in the Groove web app, whereas Salesforce reports are typically run with date range applying to Opportunity Creation Date in Salesforce.
Salesforce attribution will only start once the Insights Flow automation is activated (it does not run a historical backfill).
Opportunity attribution is calculated separately in the Groove web app and in Salesforce. Work with your CSM to ensure your opportunity attribution settings in Groove—including method and lookback window—match your Salesforce flow automation configurations.
