Getting Started with Your Dashboard
The My Sailebot Dashboard gives you a real-time view of how your outreach is performing. From prospecting activity to insights, this tool helps you track key engagement metrics, spot trends, and stay aligned on what’s working.
Selecting a Campaign
If you have multiple active campaigns, you can toggle between campaigns using the dropdown menu. This allows you to view performance metrics specific to each campaign, and the dashboard will automatically update based on your selection.
Only seeing one campaign?
Most Sailers start with a single campaign. If you're interested in expanding your reach with additional campaigns, reach out to your Captain to learn more.
Quick Wins
The Quick Wins panel highlights the most important actions you can take right now to move conversations forward. These items surface automatically based on your Sailebot’s recent activity and are designed to help you stay on top of high-value opportunities.
You may see items such as:
Unconverted AiQL™ – Leads who expressed interest but haven’t been converted yet.
Unanswered Objection – Prospects who asked a question or raised a concern and are waiting on your reply.
As you complete each item, simply mark it as done. This keeps your dashboard clean and ensures your Sailebot stays aligned with the most current activity.
Prospecting Activity
All metrics are within 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.
Performance Snapshot
These real-time widgets provide a quick overview of your Sailebot's health and impact. Each one offers insights into deliverability, outreach activity, sentiment, and intelligence, helping you track what's working and where to optimize.
Email Deliverability
What it means:
This score estimates how likely your emails are landing in inboxes versus spam, based on how often recipients reply (positive & negative responses).
A score of 50% or higher is considered strong.
⚠️ Important: This is not a direct measure of inbox placement. It shows how often a send results in a response, not whether every email was successfully delivered.
Why not use open rates?
Open rates are no longer reliable because bot-triggered opens and security filters often trigger false opens. Because of this, response-based metrics provide a much more accurate view of deliverability.
Tips to Improve Deliverability:
Send from a domain/subdomain configured by your company
Improves deliverabilityAvoid including links in your emails
Links can trigger spam filters, especially in early-stage outreach. Keep it clean and text-based.Remove common spam trigger words
Terms like “free,” “guarantee,” or “no obligation” can harm inbox placement.Leave out phone numbers and emojis
These can flag your message as promotional or spammy, especially in cold outreach.
💡 Pro tip: For more examples and copy guidelines, check out our Email Best Practices for Deliverability guide. It walks through subject lines, CTAs, and full script examples that follow these rules.
Email Volume
What it means:
This measures the number of emails your Sailebot is sending daily. A volume of 500+ emails daily is considered healthy and helps maximize your chances of generating leads.
Tips to Improve Volume:
Expand targeting by adding new industries or job titles
Add a list of warm/cold leads who attended a webinar or tradeshow that your Sailebot can follow up on.
Add locations to expand your Sailebot's reach.
Response Sentiment
What it means:
This reflects the tone and intent of the replies your Sailebot receives. It tracks how many responses are favorable (AiQL, Developing & Positive Response) versus unfavorable (objections & unsubscribed).
A higher favorable sentiment means your messaging is resonating, even if a lead isn’t immediately ready to convert.
Tips to Improve Response Sentiment:
Soften your CTA — focus on insight, not just booking a meeting
Avoid aggressive or overly “salesy” language that may trigger objections
Refine messaging to align with your target audience’s challenges
Use objection data to reframe your content around actual pushback trends
Sailebot Intelligence
What it means:
This score reflects how much your Sailebot has learned from its outreach activity, including leads, trends, and optimizations over time. The more it learns, the smarter and more precise it becomes in targeting, tone, and engagement.
A higher intelligence score = more refined outreach, better timing, and stronger qualification.
Tips to Improve Sailebot Intelligence:
Keep campaigns running consistently — intelligence builds through ongoing activity
Review and approve new content iterations to help the Sailebot test what resonates
Use feedback loops — like giving your AiQLs the thumbs up or down based on quality.
Avoid frequent changes, as they interrupt your Sailebot’s ability to gather consistent data, making it harder to know what’s actually driving results.
Performance Summary
All Time Leads
Displays the total number of AiQLs and Positive Responses your Sailebot has generated since launch.
Objections
Shows how many objection responses your outreach has received in the past year, giving visibility into common concerns and potential follow-up opportunities.
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.
Task Summary
The Task Summary provides annual metrics, including Contacts sourced, LinkedIn connections, and Total digital labor tasks for your Sailebot.
Digital Labor: Any prospecting tasks that Sailebot automated. Examples of Digital Labor tasks include:
Sourcing Companies
Sourcing & Validating Contacts
Sending Emails
Reading Responses
Responding to follow-ups/referrals
Delivering Signals
All Leads Trend
The All Leads Trend graph visualizes the weekly delivery of AiQLs, positive responses, and developing events. You can hover over the graph to view the total number of each event type for any thorough week.
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 emails, ranking the best-performing ones by the number of Actionable Signals for the past 90 days and highlighting those that may require attention.
💡 Pro-Tip: Review Sailebot Best Practices: Emails for helpful guidance when editing Sailebot emails.
Expand an email within the Communication Performance section to view detailed metrics for assessing email performance, including the number of positive responses and objections. You can also view the top titles that have responded to this individual email and the top variations of subject lines.
Industry Engagement
Industry Engagement provides valuable market insights by highlighting the top-performing industries where your Sailebot 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 Signals and Positive responses within each sector.
Latest Signals
The latest Signals include the 5 most recent Signals your Sailebot has received, along with their classifications.
To view your full list of leads delivered, click Go to All Leads.
Other Resources
See more advice and answers from the Sailes Support team in our Knowledge Center↗
