> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revyops.com/llms.txt
> Use this file to discover all available pages before exploring further.

# LinkedIn Reporting

> Campaign analytics for LinkedIn outreach sent through HeyReach — connection requests, messages, InMails, and replies.

## Overview

LinkedIn Reporting is the analytics dashboard for LinkedIn outbound campaigns run through **HeyReach**. It has the same layout as [Reporting v2](/user-guide/reporting-v2) — time series chart, smart filters, a campaign breakdown table, and a contact-level drilldown — but every metric is built around LinkedIn message types instead of email sends: connection requests, standard messages, and InMails.

Only admins and clients can view this page, and it only loads data once the client has at least one outbound integration connected. For LinkedIn specifically, that means HeyReach is connected under **Settings → Integrations**.

<Note>
  If no sequencer is connected yet, the page shows a **"Your Sequencer Isn't Connected Yet"** empty state with a link to the integrations page instead of any report data.
</Note>

***

## Message Type Filter

A toggle in the top-right of the page scopes the entire report — metric cards, the chart, and the campaign table — to one message type:

| Option                | Shows                                                     |
| --------------------- | --------------------------------------------------------- |
| **All Message Types** | Combined connection request, message, and InMail activity |
| **Standard Messages** | Only HeyReach standard (non-InMail) messages              |
| **InMails**           | Only InMail activity                                      |
| **Custom**            | Present in the toggle but disabled ("Coming soon")        |

When **All Message Types** is selected, cards like Total Sent, Total Replies, and Positive Replies also show a Standard vs. InMail breakdown underneath the headline number.

***

## Metrics

The metric cards row shows core LinkedIn funnel metrics. Any custom funnel steps you've defined (see below) appear as additional cards.

| Metric                           | Description                                                   |
| -------------------------------- | ------------------------------------------------------------- |
| **Unique Prospects**             | Distinct prospects reached, scoped to the active message type |
| **Connection Requests Sent**     | Connection requests sent via HeyReach                         |
| **Connection Requests Accepted** | Connection requests that were accepted                        |
| **Total Sent**                   | Total messages/InMails sent                                   |
| **Messages Sent**                | Standard message sends                                        |
| **InMails Sent**                 | InMail sends                                                  |
| **Total Replies**                | Message + InMail replies combined                             |
| **Message Replies**              | Replies to standard messages                                  |
| **InMail Replies**               | Replies to InMails                                            |
| **Positive Replies**             | Replies classified as interested                              |

Cards can be dragged to reorder, and each metric's order/visibility is remembered per message-type tab. Admins can right-click a card to hide or show it for the client; a card that's hidden for the client shows a lock indicator to admins. A funnel-step card shows an alert badge if its underlying HeyReach statuses aren't mapped yet (see [Missing status mappings](#missing-status-mappings) below).

Use **More Reports** in the filter bar to open a menu where you can toggle which cards are visible, reorder them, toggle the Performance Overview chart on/off, and open **Manage Metrics** to add a custom funnel step.

<Tip>
  When two adjacent cards are both visible, RevyOps automatically shows a small conversion-rate line under the second card (e.g. Replies ÷ Sent) — you don't need to configure this separately.
</Tip>

***

## Performance Overview Chart

The chart plots the same metrics as the cards over time — sends, unique prospects, replies, positive replies, connection requests, messages, and InMails, plus any custom funnel steps. Click a metric chip above the chart to toggle its line on or off.

* **Daily / Weekly / Monthly** grouping — Weekly requires a date range of at least 7 days and Monthly requires at least 30 days; the buttons are disabled with a tooltip explaining why until the range qualifies.
* **Click a data point** to filter the page down to that single metric and narrow the date range to the clicked day (or week/month, depending on grouping).
* **Drag across the chart** (click and drag horizontally) to select a custom date range directly from the chart.

***

## Campaign Breakdown Table

The table lists every campaign matching your current filters.

| Column                | Description                                                       |
| --------------------- | ----------------------------------------------------------------- |
| **Campaign**          | Campaign name                                                     |
| **Date Range**        | Campaign start/end dates                                          |
| **Senders**           | LinkedIn sender profiles in HeyReach's rotation for this campaign |
| **Sent**              | Total messages/InMails sent                                       |
| **New / Old / Total** | Unique new, old, and total prospects                              |
| **Reply %**           | Total Prospects Replied ÷ Total Prospects                         |
| **Replied**           | Total prospects who replied                                       |
| **Interest %**        | Total Interested Replies ÷ Total Prospects Replied                |
| **Interested**        | Total interested replies (expandable — see below)                 |

Custom funnel steps are appended as extra columns on the right.

**Senders**: if a campaign rotates more than one sender, the column shows the first sender's name and a "+N" pill. Clicking it expands per-sender sub-rows with that sender's individual metrics.

**Disposition breakdown**: click the expand icon on the Interested column header to break "Interested" out into sub-columns per reply disposition (synced from HeyReach's status classification).

**Sorting**: use the dropdown in the table header — Date (Old → New / New → Old) or Name (A-Z / Z-A). You can also click any column label to sort by that metric. Each numeric column also has a small **R** button — click it on two different columns (including custom funnel steps) to compute a ratio between them, shown as an extra **Ratio** column; click either **R** button again to clear it.

**Compare**: click **Compare** in the table header, then select up to two campaigns — the table filters down to just those two so you can compare them side by side. Click **Compare** again to exit.

**Roll-Up Report**: click **Roll-Up Report** to switch each campaign's numbers from raw counts to a percentage of total activity across all visible campaigns — useful for seeing which campaigns contribute most to overall results rather than how each performed standalone. In this mode, the New/Old prospect columns and percentage columns are replaced with roll-up percentage columns, and a summary footer totals campaigns, emails, and replies.

<Note>
  A **Campaign Steps** toggle exists in the code for this table but is currently disabled in the UI — it isn't something you can turn on today.
</Note>

***

## Campaign Actions (Admin)

Admins get a note and archive action on each campaign row:

* **Add/Edit Note** — attach a free-text note to a campaign. If someone else edited the note in the meantime, you'll see a conflict warning and can choose to overwrite it.
* **Archive** — type `ARCHIVE` to confirm. This hides the campaign from reporting.

<Note>
  Archiving currently has no self-service undo in the LinkedIn Reporting UI — if you archive a campaign by mistake, you'll need to contact your site administrator to have it restored.
</Note>

***

## Custom Funnel Steps

You can define your own funnel metric by mapping one or more HeyReach sequencer statuses to a named step:

1. Open **More Reports → Manage Metrics** (or the pencil/plus action inside the Core Metrics submenu).
2. Give the step a name (up to 40 characters).
3. Select one or more HeyReach statuses to roll up into it.
4. Save.

The step then appears as its own metric card, chart line, and campaign table column. Existing funnel steps can be renamed, have their status mapping edited, or be deleted from the same drawer. Client users can't manage funnel steps that were created at the agency scope.

### Missing Status Mappings

If some HeyReach statuses used by your campaigns aren't mapped to any funnel step, admins see a banner above the campaign table: *"Some metric cards may show 0 results due to missing status mappings."* Click **Manage Status Mappings** to jump to the integrations page and finish the mapping, or dismiss the banner for the session.

***

## Filters and Smart Views

* **Edit Filters** opens the full filter builder for contact/company-level filtering.
* **More Filters** reveals quick multi-select pickers for **Sequencers**, **Campaigns**, and **Senders** (senders only appears once campaign data with sender info has loaded).
* Active filters show as removable chips below the toolbar; use **Filters (N)** to reopen the chip bar if you've collapsed it.
* **Benchmarks** opens the [benchmark settings](#benchmark-settings) panel.

**Smart Views** (admin only): use **Save View** to save the current filters, date range, and metric configuration under the `reporting_linkedin` view kind — choose **Save as new view** or **Update current view**. Saved views appear in the sidebar and reload instantly when selected. Switching clients reloads whichever view (if any) is saved for that client.

***

## Drilldown Data Table

Click any metric card, chart point, or table cell to open the data panel — a resizable sheet at the bottom of the page.

* **Contacts** and **Companies** tabs, each with its own row count.
* **Search** by name, email/LinkedIn URL, or company (contacts) or by company name (companies).
* Column visibility is configurable per tab via the column-settings dropdown.
* **Download** exports the currently visible rows and columns as CSV.
* Scrolling loads more rows automatically (infinite scroll) rather than paginating.

<Note>
  The contacts table's "Email" column is labeled **LinkedIn URL** here and falls back to the contact's LinkedIn profile URL when no email is on file — a difference from the email Reporting v2 drilldown.
</Note>

### Message Thread

Clicking **View Reply** / **View Sent** next to a contact opens the **Message Thread** modal: every message for that contact, grouped by campaign, in chronological order. Inbound replies are visually distinguished from outbound sends, connection-request-sent and connection-request-accepted events are shown as system events inline, and reply text has quoted content stripped for readability.

***

## Benchmark Settings

Because LinkedIn has no "bounce" concept, the benchmarks panel only covers two metrics:

| Metric                  | Description                                 |
| ----------------------- | ------------------------------------------- |
| **Reply Rate**          | Overall reply rate percentage               |
| **Positive Reply Rate** | Positive (interested) reply rate percentage |

For each metric, set a **Green** threshold (the value above which performance is good) and a **Yellow** threshold (the value above which performance is average). Anything below the Yellow threshold is automatically treated as Red. These thresholds drive the color-coded indicators used elsewhere in the report.