Want to actually know what your sales team is doing all day? You’re not alone. Managers need real, actionable data—not vague dashboards that look fancy but don’t tell you much. This guide is for anyone managing a team with Bloobirds and tired of guessing what's actually happening. If you want reports that help you coach, plan, and call out what’s working (and what isn’t), you’re in the right place.
Why Bloobirds Reports Matter (and Where They Fall Short)
First things first: Bloobirds is a sales engagement tool with some solid reporting features, but it’s not magic. The good news: It can track a lot (calls, emails, meetings, results) and slice it by rep, activity, or time period. The not-so-good: Out-of-the-box reports can feel generic, and custom reports may take some fiddling. Don’t expect perfect answers—expect to get a much clearer picture if you dig in a bit.
Step 1: Get Clear on What You (Actually) Want to Measure
Before you click anything, pause. The default “activity report” in Bloobirds dumps a ton of data, but that’s not the same as insight.
Ask yourself: - Do you want to see raw activity (calls, emails sent)? - Are you tracking real outcomes (meetings booked, deals advanced)? - Do you need to compare reps, teams, or time periods? - What’s actually going to change what you do next week?
Pro tip: Write down your top 3 questions. If your report can’t answer these, you’re wasting your time.
Step 2: Navigate to the Reporting Section
From the Bloobirds dashboard, head to the sidebar and look for “Reports” or “Analytics.” The names change based on your setup, but you want the section with charts and tables—not the pipeline or task list.
- Click “Reports.”
- You’ll land on a basic dashboard with several tabs (Activity, Outcomes, Conversion, etc.).
- For detailed activity, pick the “Activity” tab.
Heads up: If you’re not seeing what you expect, double-check your permissions. Some companies lock down advanced reporting features.
Step 3: Choose the Right Report Template
Bloobirds gives you a handful of prebuilt options: - Activity by User: What each rep did (calls, emails, meetings). - Activity by Account: What happened with each account. - Activity Over Time: Volume trends (daily, weekly, monthly).
Pick what’s closest. Don’t worry about perfect—just get something on screen.
What usually works: - Activity by User is best for 1:1s and coaching. - Activity Over Time is great for team-level trends. - Activity by Account is only useful if you’re tracking account-based work.
What to skip: “Leaderboard” views are flashy but can be demotivating and rarely provide useful coaching insight.
Step 4: Dial In Your Filters
No report works until you filter it down. Here’s what to look for:
- Timeframe: Start with “Last 7 days” or “This month.” Don’t pull a whole year unless you like waiting.
- Users: Select your team, specific reps, or just yourself for testing.
- Activity Types: Want just calls? Just emails? Both? Pick what matters.
- Outcome Filters: If you only care about meetings booked or deals moved, filter by those results.
Real-world tip: Over-filtering is a trap. Start broad, then narrow down if you see something odd or interesting.
Step 5: Customize Columns and Metrics
The default columns might not match what you care about. Look for a “Customize” or “Columns” button—usually a gear icon or dropdown.
- Add metrics like “Talk Time,” “Replies,” or “Meetings Booked” if you need them.
- Remove fluff like “Last Activity Timestamp” unless you truly use it.
- Rearrange columns so your top metric is first.
Pro tip: Save your customized view for next time if Bloobirds allows it. Otherwise, snap a screenshot or export to Excel.
Step 6: Export, Share, or Schedule Reports
You can stare at charts all day, but managers need to communicate. Bloobirds lets you:
- Export to CSV or Excel: Good for deeper analysis or sharing outside Bloobirds.
- Share Links: If your company allows, grab a link to the report for your team.
- Schedule Reports: Some plans let you schedule emails (weekly, monthly) with the report attached.
Honest take: Exports are reliable and flexible. Scheduled emails are hit-and-miss—sometimes they break if your filters change or users get removed.
Step 7: Interpret—Don’t Just Collect—Your Data
Here’s where most managers go wrong: pulling a report, skimming the totals, then filing it away. Make the data work for you.
Questions to ask: - Who’s consistently active, and whose numbers are slipping? - Are activities translating to real results, or just busywork? - Do certain days or reps show weird spikes or dips?
What NOT to do: Don’t judge reps on activity alone. Volume matters, but quality (meetings booked, positive replies) is what moves the needle.
Step 8: Use Reports to Drive 1:1s and Team Meetings
Bring real numbers to your coaching:
- Pick 1-2 data points for each rep (not 10).
- Ask about patterns, not just totals. “I noticed your call numbers dropped on Thursdays—what’s up?”
- Recognize what’s working—if someone’s getting more meetings from fewer calls, dig into their approach.
Pro tip: Share the report with your team ahead of meetings. Let them come with questions or context.
Step 9: Iterate—Don’t Expect the Perfect Report
You’re not going to nail this the first time. That’s normal.
- Tweak your filters.
- Add or remove columns as your needs change.
- Check in monthly: Are these reports helping you do your job, or just filling up your inbox?
What to ignore: Fancy charts for the sake of charts. If a graph doesn’t change what you do, don’t waste time on it.
A Few Things Bloobirds Reports Don’t Do Well
Let’s be honest—there are some rough edges:
- Limited customization: You can’t build fully custom dashboards like in Tableau or Salesforce. You’re mostly tweaking existing templates.
- Data lag: Sometimes there’s a delay in reporting, especially after big imports or bulk edits.
- No magic AI: There’s no “insights” button that tells you what’s wrong. You have to do the thinking.
If you need something more advanced, export your data and use your own tools.
Summary: Keep It Simple, Keep It Actionable
Bloobirds can help you see what your team is doing, but don’t let the tool run your process. Start with the basics, focus on the data that changes your behavior, and don’t be afraid to adjust. The best activity report is the one you actually use—so keep it simple, review often, and iterate as you go.
If you’ve got something that works, stick with it. If not, try a tweak or two next week. That’s how you’ll actually get better—not by chasing the perfect chart.