# Outbound Metrics Dashboard Template

> A plug-and-play spreadsheet spec: four tabs, exact column definitions and formulas: for tracking dials, connects, meetings booked, and show rate by rep and by week.

Free template for sales managers. Topic: [Prospecting & Outbound Strategy](https://www.peerlab.ai/library/topic/prospecting-outbound-strategy/). Published by PeerLab in the [Sales Enablement Resource Library](https://www.peerlab.ai/library/). Source: https://www.peerlab.ai/library/outbound-metrics-dashboard-template/

## How to use it

Build the four tabs in a spreadsheet, feed Tab 1 from your dialer/CRM exports, let the formulas in Tabs 2–3 calculate automatically, and run the 15-minute weekly agenda against the dashboard in every team meeting.

## What's inside

- Tab 1: Daily Activity Log raw input columns
- Tab 2: Weekly Rep Rollup with rate formulas
- Tab 3: Team Dashboard with rankings and trend view
- Tab 4: Benchmarks reference tab
- Conditional formatting rule set (green/yellow/red thresholds)
- 15-minute weekly review agenda using the dashboard
- Data hygiene rules to keep the numbers trustworthy

Build as 4 tabs in one workbook. Rep-level raw data feeds automatically into the rollup and team views.

## Tab 1: Daily Activity Log (one row per rep per day)

| Column | Source | Notes |
|---|---|---|
| Date | Manual/CRM export | |
| Rep | Manual/CRM export | |
| Dials | Dialer export | Total outbound attempts |
| Connects | Dialer export | Actual conversation, not voicemail |
| Conversations ≥ 2 min | Dialer export (optional) | Filters out instant hang-ups |
| Meetings Booked | CRM | Meeting scheduled during/after call |
| Meetings Held | CRM | Confirmed the prospect showed |
| Opportunities Created | CRM | Meeting converted to qualified pipeline |
| Emails Sent | Sequencer export | |
| LinkedIn Touches | Manual/Sales Nav export | |

## Tab 2, Weekly Rep Rollup (auto-calculated from Tab 1)

| Metric | Formula |
|---|---|
| Connect Rate | Connects ÷ Dials |
| Conversation Rate | Conversations ≥2min ÷ Connects |
| Meeting Set Rate | Meetings Booked ÷ Connects |
| Show Rate | Meetings Held ÷ Meetings Booked |
| Opportunity Conversion | Opportunities Created ÷ Meetings Held |
| Dials per Meeting Booked | Dials ÷ Meetings Booked |
| Activity-to-Pipeline Ratio | Opportunities Created ÷ Dials |

## Tab 3, Team Dashboard

- Rep leaderboard sorted by **Meetings Booked** (primary) and **Show Rate** (secondary, booking meetings that don't show isn't progress)
- 4-week trend column per rep per metric (up/flat/down arrow)
- Team average row pinned at top for comparison
- Filter by week / month / quarter

## Tab 4, Benchmarks (reference)

Pull target ranges from the Outbound Prospecting KPI Benchmark Guide and paste as a static reference row so reps can self-compare without leaving the sheet.

## Conditional formatting rules

| Metric | Red | Yellow | Green |
|---|---|---|---|
| Connect Rate | < 8% | 8–15% | > 15% |
| Meeting Set Rate | < 10% | 10–20% | > 20% |
| Show Rate | < 65% | 65–80% | > 80% |
| Opportunity Conversion | < 30% | 30–50% | > 50% |

*(Adjust thresholds to your own benchmark data after 1 full quarter, these are conservative starting points.)*

## 15-minute weekly review agenda (using this dashboard)

1. **(3 min)** Team Dashboard: who's red on Show Rate two weeks running (scheduling/qualification issue, not an activity issue)
2. **(5 min)** Rep Rollup: anyone with high Dials but low Meeting Set Rate (talk-track issue, not volume issue)
3. **(4 min)** Trend arrows: anyone trending down 2+ weeks in a row on any green metric (early warning, not yet a red flag)
4. **(3 min)** Assign 1 coaching action per flagged rep, log it, review next week

## Data hygiene rules
- Dials, connects, and meetings must come from system exports (dialer/CRM), never self-reported, self-reported activity data drifts within 2 weeks.
- Lock the Daily Activity Log tab from manual overwrites; only rollup formulas should touch calculated cells.
- Reconcile CRM vs. dialer totals monthly, mismatches usually mean a rep is dialing outside the tracked tool.