Drift has a wide range of reporting tools that allow you to gain a better understanding of your business and sales team performance. Although at this stage you might not have enough data for these reports, it’s important to understand the reporting power of Drift for when you go live.
We’ll briefly go over Site Coverage, Playbooks, Meetings and Revenue reporting, and link to more specific documentation about each type.
Site Coverage Report
Available for Premium and above users.
The Site Coverage Report allows you to see how many of your visitors are using your playbooks over the past 7 days. This allows you to build playbooks for specific audiences and understand what the most popular areas of your site are. To learn more about site coverage reports, click here.
Drift offers revenue dashboards and reports that are powered by our Salesforce integration. Below is a breakdown of the main revenue reports, to learn more about the revenue reports and dashboards, click here.
Influenced by Drift Dashboard
This report gives an aggregate view of Drift Influenced Opportunities, Pipeline, and Closed won revenue.
This report compares your aggregate Drift metrics to the rest of your Salesforce opportunities. From the overview report, you can click into three additional revenue reports: Pipeline, Closed won, and Sales cycle.
This report shows Drift-Influenced opportunities across all stages. To access this report, click “Pipeline” under Sales Results in your Reports section.
This report shows Drift-Influenced opportunities at the closed won stage.
This report shows the average days between Drift-Influenced opportunities’ creation and closure dates.
With meeting reports, you can see which of your teammates is booking the most meetings over a customizable period of time, and which companies are booking meetings with you! This data can be exported by clicking Export to CSV.
For any Bot Playbook, we provide detailed reports and flow analytics so you can see how people are interacting with your Playbooks, how many people are clicking each button, and where people are dropping off in the flow. Within any Bot Playbook, click View Report.
For more information on Playbook reports, click here.
With Drift conversation reports you can view powerful insights in the areas outlined below. To learn more about conversation reporting, click here.
- New conversations and conversations by time of day
- Where conversations are happening
- Who is responding to the most conversations
- How conversations are being tagged
- Team performance
- Routing rules
Now that you've got a firm understanding of reporting lets move onto adding some team members!