Monitor Sequence Performance
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Monitoring sequence performance helps you understand how well your sequences are working and identify opportunities for optimization.
Sequence Metrics
On sequence detail pages, you’ll find metric cards showing:
- Exited Participants: Number of participants who have exited
- Conversion Rate: Percentage of leads converted
- Active Participants: Current active participants
- Average Touchpoints: Average actions completed per participant
Viewing Sequence Performance
Access Sequence Details
- Navigate to the Sequence tab in Guided Selling
- Click on a sequence name to view details
- Review the metric cards at the top of the page
Analyze Performance
- Review each metric to understand sequence health
- Compare metrics across different sequences
- Identify sequences that may need optimization
- Track metrics over time to see trends
Performance Indicators
Key indicators to monitor:
- Conversion rates: Which sequences convert best
- Completion rates: How many actions get completed
- Exit reasons: Why participants leave sequences
- Engagement levels: How participants interact with sequences
Using Reports
Create Salesforce reports to:
- Compare sequence performance
- Track participant progress
- Analyze action completion
- Measure business outcomes
Best Practices
- Review sequence metrics regularly
- Compare performance across sequences
- Identify and replicate successful patterns
- Optimize underperforming sequences
- Track metrics over time for trends
- Use insights to inform sequence design
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