A quick-access guide to the metrics that actually matter in outbound reporting.
This template helps you translate your HeyReach and LinkedIn campaign metrics into language clients actually understand, and prove ROI faster.
Each metric includes:
👉 Tip: Copy this page into your team Workspace. Use it during reporting cycles to maintain consistency and eliminate translation gaps across accounts.
| Metric | How to Track (HeyReach) | Client Language | Why It Matters |
|---|---|---|---|
| % of Connections Accepted | Campaign Dashboard | Prospect engagement rate | Indicates if your ICP targeting and messaging resonate with your audience. A high acceptance rate = strong audience fit. |
| Message Reply Rate | Campaign Dashboard | Conversation starter rate | Reflects message quality and relevance. Tracks how well your outreach copy prompts engagement. |
| Positive Replies | Manual Unibox Tagging OR Persana/Origami AI | Qualified lead volume | Measures true buying intent and pipeline health — not just replies, but replies that move conversations forward. |
| Meetings Booked | Weezly / Calendly integration + manual logging | Revenue opportunities | The ultimate conversion metric — shows ROI and tangible client outcomes. |
| Follow-up Response Rate | Unibox + HubSpot task tracking | Engagement recovery rate | Evaluates the impact of your follow-up cadence. Helps identify where persistence pays off. |
| Response Time (SLA) | Slack / HubSpot workflow logs | Speed-to-lead performance | Fast responses close more deals. Helps your ops team enforce response benchmarks. |
| Lead-to-Opportunity Conversion | CRM or HubSpot pipeline tracking | Sales-qualified lead rate | Indicates pipeline strength and conversion quality across outreach campaigns. |
| Metric | Benchmark | What “Good” Looks Like |
|---|---|---|
| Acceptance Rate | ≥ 30% | Strong ICP fit and relevant connection request message. |
| Reply Rate | 10–15% | Quality messaging that triggers genuine conversations. |
| Positive Replies | 5–8% | High buyer intent — great signals for follow-ups. |
| Meetings Booked | 2–3% | Consistent pipeline generation from outreach efforts. |
| Speed-to-Lead | ≤ 15 min | Ideal response time for maximum conversion potential. |
💡 Pro tip: Keep these numbers visible in your reporting templates. When you exceed a benchmark, celebrate it in your narrative (“Acceptance rate +11pts vs. industry avg”). When you’re below, lead with the fix, not the failure.
Use this logic in your reports: