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Dashboard Explained: Captain

Use Starboard's Dashboard to view performance metrics for your fleet.

Updated over 3 months ago

Prospecting Activity

All metrics are from the past 3 months.

Companies
Total number of companies your Sailebots have prospected.

Positive Engagement

The percentage of companies that respond positively to your Sailebot (for example, requesting a meeting, more information, or a follow-up).

This is calculated by dividing the number of positive responses by the total number of companies contacted.

In cold email, a typical positive response rate is around 1%. A Positive Engagement rate at or above 1% means your Sailebot is performing at or above industry benchmarks.

🔗 Resource
Learn more about reply and engagement benchmarks here:
https://www.linkedin.com/advice/0/how-do-you-track-measure-response-rate-conversion


Emails per AiQL

Average outbound emails required to generate an AiQL.


Days to AiQL

Average number of days an account is active before generating an AIQL.

Manual Equivalency (People)

This metric translates your Sailebot’s output into “people power.” It compares the number of tasks your Sailebot completes over three months with the typical workload of a full-time SDR for the same period, showing how many SDRs it would take to do that work manually.

The SDR capacity used in this calculation is informed by industry productivity benchmarks from The Bridge Group, Inc.


Current Leads

All metrics shown reflect activity from the last 12 months.


AiQLs
Leads where the prospect has clearly asked for a next step (for example, a meeting, demo, or pricing)

  • Hi John, Monday at 3 pm works great for me.

  • Hi John, please send over more information.

Positive Responses
Replies that show interest and move the conversation forward. These often include referrals to the correct contact (e.g., “You should reach out to John at this number”) or resource-sharing responses, such as vendor links or internal handoffs.

Developing
Active positive leads that are still in motion; your Sailebot has started a good conversation, and the prospect is considering, coordinating internally, or scheduling next steps.

  • Referral: Hi John, the correct person to handle this is Joe. You can email him at Joe@blabla.com.

  • Future Follow-Up: Hi John, please email me in 3 months when I have time to review this.

💡 Pro tip: Use Developing leads to guide your follow-up plan and turn vague interest (“circle back next quarter”) into a clear next step by connecting on LinkedIn and proactively nudging for a meeting sooner, rather than relying on Sailebot to follow up at the requested time.

Nurture
Leads that previously showed interest, such as providing a referral or asking for a follow-up, but have since gone cold or paused the conversation.

💡 Pro tip: Treat Nurture leads as warm, not cold. Every so often, re-engage them with something low-friction, a quick check-in, a relevant resource, or an update on what’s new.



Performance Summary


​All Time Leads

Total number of leads your Sailebots have created (AiQLs + Positive Responses) for the selected time period.

Objections

Total number of replies that indicate a “no” or “not now” (for example: not interested, wrong person, or unsubscribe) within the selected time period.

Sailebot Influenced Deals

Deals where the company was on your exclusion list (existing opportunity or customer) and Sailebot had previously engaged them. This metric looks at the first date Sailebot contacted that company and attributes that influence here.

🔎 Learn more about Sailebot Influenced Deals and how they’re calculated.



​ROI

(Savings + Pipeline + Contact Data - Annual Investment)

How to calculate an accurate ROI

  1. Input your Lead Conversion rate, Average Deal Size, and Closing Ratio.

  2. Watch the ROI graph trend change based on your inputs.

Savings: The sum of the cost savings your Sailebot has generated by automating prospecting compared to prospecting manually.

  • ($2.58 * Digital Labor) - Annual investment

    • 2.58 is the cost/tasks associated with an SDR.

Pipeline: Your projected pipeline of business.

  • ((AiQL * Lead Conversion) * Closing Ratio) * Average Deal Size

Contact Data Savings: The value of contact data sourced by your Sailebot, calculated at $0.05 per contact, that you would otherwise have had to purchase.

  • Sailebot Sourced Contacts * .05

Annual Investment: Annual Investment based on your cost per Sailebot.


Performance Summary

The Performance Summary shows your annual activity across your Sailebot fleet, including LinkedIn connections, total Digital Labor, and the total number of contacts sourced.

🔎 Learn More: To view individual Sailebot metrics and campaign details, click “Sailebot Fleet” in the menu. From there, select the specific Sailebot you want to review to see its performance metrics or manage its campaign details.


All Leads Trend

The All Leads Trend graph shows how many AiQLs, positive responses, and developing events your Sailebots generate each week. Hover over any point to see the totals for that week.

Use the filter in the top-right corner of the graph to view all leads together or focus on a single event type: AiQLs, positive responses, or developing events.


Digital Labor™ Detail

Digital Labor: Any prospecting tasks that your Sailebot automated. Examples of Digital Labor tasks include:

Research

  • Source News Articles: Finds recent articles to use as icebreakers.

  • Source LinkedIn Profiles: Pulls LinkedIn profiles for contacts included with the AiQL.

  • Research and Source Contacts: Identifies new contacts that match your targeting criteria.

Data Entry

  • Verify Contacts: Checks email addresses to confirm they’re valid.

  • Discard Invalid Contacts: Removes contacts with invalid or bounced emails.

  • Delist Contact: Stops outreach to a specific contact based on their reply.

  • Delist Company: Stops outreach to an entire company based on their reply.

  • Populate CRM: Sends AiQLs into your CRM, either manually or automatically.

Engagement

  • Read Emails: Reads and interprets inbound responses.

  • Generate Emails: Sends outbound emails using your approved content.

  • Engage Strategic Contacts: Tailors replies and outreach based on each contact’s message.

  • Deliver Opportunities: Sends AiQLs into Starboard.

Follow Up

  • Make Introduction: Sends introductions to the contacts it was referred to.

  • Follow Up on Referrals: Follows up with referred contacts based on their replies.

  • Thank Referees: Thanks the person who made the referral and closes the loop.


Communication Performance

Communication Performance provides valuable insights into the effectiveness of your Sailebot fleet's emails, ranking the best-performing ones by the number of Actionable AiQLs for the past 90 days and highlighting those that may require attention.

Expand an email within the Communication Performance section to view detailed metrics for assessing email performance for your entire fleet of Sailebots, including the number of positive responses and objections. You can also view the top titles that responded to this email.

💡 Pro tip: Before editing Sailebot emails, review Sailebot Best Practices: Emails for guidance on what tends to drive more AiQLs and positive responses.


Industry Engagement

Industry Engagement provides valuable market insights by highlighting the top-performing industries where your fleet has garnered the most positive interactions. Hover over each bubble to uncover the industry.

Expand the Industry Details section to dive into each specific industry, allowing for a comprehensive review of the total of AiQLs and Positive responses within each sector.


Efficiency Performance Graph

The Efficiency Performance Chart showcases the efficiency rankings within your fleet of Sailebots. To compare your fleet against all other Sailebots deployed with Sailes, just toggle off the 'Show only my Sailebots' option.


Efficiency Calculation

Efficiency Calculation: The average amount of tasks your fleet of Sailebots is automating to arrive at an AiQL.


Activity Savings

Hours Saved: Fleet's Total Digital Labor Tasks/ 13 (max manual prospecting tasks an SDR can complete in an hour)

Manual Tasks Saved: Fleet's Total Digital Labor


Leaderboard

The Leaderboard shows all active Sailebots.


Other Resources

See more advice and answers from the Sailes Support team in our Knowledge Center↗

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