DM
A founder with a partner
For example, Dana MercerEvery Monday, Dana sends her business partner the PDF for the last 7 days.
Reports
Show what your outreach did, and share it.
See how many people accepted, replied and reached your goal. Export it, send a PDF, or share a live link.
Spreadsheets on every plan. A PDF report and a live share link on Pro, Team and Enterprise.
What it does
The figures that matter, ready to send
Pick any range and see how your outreach did.
- Four figures. Invites sent, acceptance rate, reply rate and goals reached, by week and by workflow.
- Any range. From the last 7 days to a range of your own, for one account or all of them.
- Spreadsheets. People, Conversations, Actions and Conversions, as CSV or Excel.
- A PDF performance report. A designed report, ready to send.
- A live share link. Read-only and always current. It shows totals only, and you can revoke it at any time.
- Your brand on Enterprise. Reports go out unbranded, or in your own name and logo.
ReportsLast 4 weeks
Invites sent120
Acceptance rate48%
Reply rate22%
Goals reached9
InvitesAcceptedBy week
PeopleCSVExcel
ConversionsCSVExcel
Live share linkCreate link
How you use it
Pick the range, then export or share
- 01
Pick the range
On Reports, choose the date range, the LinkedIn account and the workflow.
- 02
Read the figures
They keep updating as people accept and reply.
- 03
Export
In the Export card, press CSV or Excel, or Generate PDF report.
- 04
Share a live link
Under Live share link, press Create link, name it and press Copy. Revoke stops it working.
Who it is for
For anyone who reports on outreach
SW
An agency
For example, Sam WhitfieldSam gives each client a live share link for their own account, with totals only.
LO
A recruiter
For example, Luis OrtegaLuis exports Conversions at the end of each month to keep his own records up to date.
Plans
Reports on every plan
| What is compared | Starter | Pro | Team | Enterprise |
|---|---|---|---|---|
| Spreadsheets | Yes | Yes | Yes | Yes |
| PDF performance report | No | Yes | Yes | Yes |
| Live share link | No | Yes | Yes | Yes |
| Branding on reports | NurtureLead | NurtureLead | NurtureLead | None, or your own |
Spreadsheets include names, so check one before you pass it on.
Questions
Questions about reports
Why did last month's figures go up?
Figures follow the people you invited in that range, so they grow as those people accept and reply.
Does a share link show names?
No. A share link shows totals only, and nothing can be changed through it.
Can I see a share link again later?
Copy it when you make it. For safety it is not shown again once you leave the app, so make a new one if you lose it.
What happens to reports if I cancel?
You keep full access to the end of the period you paid for, so export what you need before then. Come back within 90 days and everything is as you left it.
Start with 7 days free on a yearly plan.
Card required. Cancel before day 8 and you are not charged.