Performance Insights

Performance Insights provide AI-powered recommendations, optimization suggestions, and advanced metrics to help you maximize the effectiveness of your AutoSeq automation.

Accessing Performance Insights

1. Log into AutoSeq (Professional plan required)
2. Click "Analytics" in sidebar
3. Click "Insights" tab
4. View your performance dashboard

Key Insights Provided

1. Automation Efficiency Score

Overall grade (0-100) measuring how well you're using AutoSeq.

Factors considered:

• Success rate (target: >95%)
• Usage vs. plan capacity
• Rotation fairness
• Workflow optimization
• Growth consistency

Score breakdown:

• 90-100: Excellent - Well-optimized automation
• 75-89: Good - Minor improvements possible
• 60-74: Fair - Several areas need attention
• <60: Poor - Significant optimization needed

2. Cost Per Execution

How much you're paying per successful enrollment.

Calculation: Monthly plan cost ÷ Monthly executions

Examples:

• Starter plan ($49) with 450 executions = $0.11 per execution
• Professional plan ($149) with 1,800 executions = $0.08 per execution

Use this to:

• Justify ROI (compare to cost of manual enrollment)
• Decide when to upgrade (lower cost per execution on higher tiers if you use the capacity)
• Budget planning

3. Workflow Efficiency Scoring

Each workflow gets an efficiency score based on:

• Success rate: % of enrollments that succeed
• Volume consistency: Predictable vs. sporadic
• Failure patterns: Recurring errors indicate poor config

Example output:

• "Contact Form Submission" workflow: 98/100 ✅ (Excellent)
• "Demo No-Show" workflow: 72/100 ⚠️ (Needs improvement)
• "Trial Expiring" workflow: 45/100 ❌ (Poor performance)

4. Sequence Performance Benchmarks

Compare your sequences against each other and industry averages.

Metrics tracked:

• Average enrollments per month
• Success rate
• Reply rate (if available from HubSpot)
• Meeting booked rate

Use cases:

• Identify top-performing sequences to model
• Find underperforming sequences to pause or fix
• A/B test different sequence approaches

AI-Powered Recommendations

AutoSeq analyzes your data and provides actionable recommendations.

Types of Recommendations

Acting on Recommendations

Each recommendation includes:

• Priority: High, Medium, or Low
• Estimated impact: How much it will improve efficiency
• Action steps: Exact instructions to implement
• Quick action button: Jump directly to relevant settings

Trend Forecasting

Predictive analytics based on your historical data.

Usage Forecast

Predicts when you'll hit your plan limit based on current growth rate.

Example output:

• Current usage: 380 / 500 executions (76%)
• Days remaining in cycle: 12
• Average daily usage: 18 executions
• Forecast: You'll hit 90% on Nov 22 (8 days)
• Recommendation: Consider upgrading to Professional before Nov 22

Seasonal Pattern Detection

Identifies recurring patterns in your automation usage.

Example insights:

• "Your enrollments spike 30% in Q4 every year"
• "Weekends have 80% less activity than weekdays"
• "First week of each month sees 40% higher volume"

Use for:

• Planning temporary upgrades for busy seasons
• Scheduling maintenance during low-activity periods
• Staffing and capacity planning

Competitive Benchmarks

Compare your performance to similar AutoSeq users (anonymized data).

Peer Group Comparison

Matched based on:

• Industry
• Team size
• Plan tier
• Monthly volume

Metrics compared:

• Average success rate
• Sequences per user
• Rotation usage %
• Workflow efficiency scores

Example output:

• Your success rate: 97%
• Peer average: 94%
• You're in the top 25% of similar users ✅

Custom Goal Tracking

Set goals and track progress toward them.

Goal Types You Can Set

• Execution volume: "Reach 1,500 executions per month"
• Success rate: "Maintain >98% success rate"
• Rotation fairness: "All members within 5% of target"
• Cost efficiency: "Reduce cost per execution to <$0.10"

Goal Progress Tracking

For each goal, see:

• Current value
• Target value
• Progress percentage
• Trend (improving or declining)
• Est. date to reach goal (if on current trajectory)

Alerts & Notifications

Professional plan includes proactive alerts for important events.

Alert Types

• Anomaly detection: "Workflow executions dropped 50% today vs. 7-day average"
• Failure spikes: "Success rate fell to 85% in last hour (normally 97%)"
• Rotation imbalance: "Sales rotation member is at 60% (target 33%)"
• Capacity warnings: "90% of plan limit reached with 15 days remaining"
• Inactive workflows: "3 workflows haven't run in 14 days"

Alert Delivery

Choose how you want to receive alerts:

• 📧 Email (immediate)
• 📱 Slack notifications (if connected)
• 🔔 In-app notifications
• 📊 Weekly digest email

Insights Reports

Automatically generated reports delivered on schedule.

Available Reports

Best Practices for Using Insights

Weekly Review Routine

Every Monday, spend 10 minutes:

1. Read Weekly Performance Summary email
2. Check Automation Efficiency Score
3. Review high-priority recommendations
4. Implement 1-2 quick wins

Monthly Optimization Session

First week of each month, schedule 30-60 minutes:

1. Review Monthly Executive Report
2. Analyze trend forecasting
3. Update or set new goals
4. Implement high-impact recommendations
5. Share insights with sales leadership

Act on Recommendations Promptly

Don't let recommendations pile up:

• Implement high-priority items within 48 hours
• Schedule medium-priority for next week
• Review low-priority monthly
• Dismiss recommendations that don't apply (with reason)

Track Improvement Over Time

Monitor your Automation Efficiency Score monthly:

• Goal: Increase by 5-10 points per quarter
• Document what actions led to improvements
• Share wins with team

Troubleshooting Insights

No Recommendations Showing

Problem: Insights page shows "No recommendations available"

Possible reasons:

• Not enough data yet (need at least 30 days of usage)
• Everything is already optimized (rare!)
• You've dismissed all recommendations

Solution: Check back after more usage data accumulates

Forecast Seems Inaccurate

Problem: Usage forecast doesn't match reality

Explanation:

• Forecasts are based on historical patterns
• If you just launched a campaign or hired reps, patterns will shift
• Forecasts update daily as new data comes in

Benchmark Comparison Unexpected

Problem: Peer comparison doesn't seem right for your industry

Solution:

1. Go to Settings → Company Profile
2. Verify industry and company size are correct
3. Update if needed
4. Benchmarks will recalculate within 24 hours

Related Pages

• Analytics Overview
• Execution Analytics
• Rotation Analytics
• Upgrading to Professional