--- title: "Playbook: SDR Quality Metrics" slug: "atrium-playbook-sdr-quality-metrics" updated: 2026-02-04T22:54:56Z published: 2026-02-11T04:48:13Z canonical: "support.fullcast.com/atrium-playbook-sdr-quality-metrics" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.fullcast.com/llms.txt > Use this file to discover all available pages before exploring further. # Playbook: SDR Quality Metrics **A playbook on monitoring, managing, and improving the quality of SDR sales activity outputs.** [***More Atrium playbooks here***](https://support.atriumhq.com/hc/en-us/articles/4517927660557--Atrium-Playbook-Index) *(web)* - [Overview](/performance/docs/atrium-playbook-sdr-quality-metrics#h_01G2X195226M47MR49810VZKZ0) - [Roles](/performance/docs/atrium-playbook-sdr-quality-metrics#h_01G2X02VFXG6XGQHW91M0F2ECF) - [Suggested Metrics](/performance/docs/atrium-playbook-sdr-quality-metrics#h_01G2X03EV79BRX3T73G7S4G2G9) - [Suggested Views](/performance/docs/atrium-playbook-sdr-quality-metrics#h_01G2X04G8F16N16XPCPJHCKC35) - [View Example Screenshot](/performance/docs/atrium-playbook-sdr-quality-metrics#h_01G2X01BJR37QMKWNGWEE5MABG) ## Overview ![SDRQualityMetricsPreview.jpeg](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/6193826029709_1769317987718.jpg?sv=2026-02-06&spr=https&st=2026-11-14T03%3A36%3A12Z&se=2026-11-14T04%3A36%3A12Z&sr=c&sp=r&sig=gwKgEkHfyYXUS21pXF1HcVTF4KTPA9X72PSN7LzL8Kk%3D) *Want help deploying one of these playbooks? [Contact your CSM here](mailto:customer-success@atriumhq.com).* While it is important to track the quantity of activities or the pure inputs of SDRs, tracking the quality of their efforts – and how this effort converts into satisfactory outcomes – is vital to an efficient sales motion that leads to revenue generation . Measuring the quality of SDR activities by looking at certain output and conversion metrics helps us understand if SDRs are reaching out to the correct audience and communicating winningly with an effective message. The quality metrics in this playbook illustrate the efficiency and concision of SDR activities (or not) and provide material for coaching improvements in SDR teams. [More Atrium playbooks here](/performance/docs/atrium-playbook-index) *(web)* ## Roles - Inbound SDRs - SMB through Enterprise - Outbound SDRs - SMB through Enterprise ## Suggested Metrics | Role & Segment(s) | 🟒 Basic | β¬₯β¬₯ Advanced | | --- | --- | --- | | Inbound SDRs | Opportunities Created, Email Engagement Rate, Contacts Touched Per Account | Conversion: Account Touched to Accepted Opp, Activity per Opp Created, Touches Per Account | | Outbound SDRs | Opportunities Created, Email Engagement Rate, Contacts Touched Per Account | Conversion: Account Touched to Accepted Opp, Activity per Opp Created, Touches Per Account | ## Suggested Views These are a few suggested views to help monitor, manage, and improve πŸ‘ŒπŸΌ πŸ“§ SDR Quality Metrics for your reps and teams. The best practice is to group them together in a [folder](/performance/docs/saved-view-folders-foldering-dashboards-alert-feeds-opp-health-views-and-more). If you’d like to get amazing at innovating your own Atrium views, these guides on [Dashboards](/performance/docs/how-to-be-amazing-at-atrium-dashboards), [Alert Feeds](/performance/docs/how-to-be-amazing-at-atrium-alert-feeds), Opp Health Views, and [Goals](/performance/docs/set-and-edit-goals-in-atrium) are a great place to start. ## πŸ‘ŒπŸΌ πŸ“§ SDR Quality Metrics Dashboard *Read more about* [Dashboards in Atrium here](/performance/docs/how-to-be-amazing-at-atrium-dashboards)*.* *![SDRmetricsdashboard.jpeg](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/6193826029709_1769317988175.jpg?sv=2026-02-06&spr=https&st=2026-11-14T03%3A36%3A12Z&se=2026-11-14T04%3A36%3A12Z&sr=c&sp=r&sig=gwKgEkHfyYXUS21pXF1HcVTF4KTPA9X72PSN7LzL8Kk%3D)* *View Type*: Dashboard *View Description*: A dashboard of output and quality metrics to answer how efficiently and effectively SDRs are performing. *Roles & Segments:* Inbound & Outbound SDRs, SMB through Enterprise *Subject(s):* Individual SDRs *Suggested Metrics:* [Opportunities Created](/performance/docs/opportunities-created), [Email Engagement Rate](/performance/docs/email-engagement-rate-email-responsiveness-rate), [Conversion: Account Touched to Accepted Opp](/performance/docs/conversion-account-company-touched-to-accepted-opp), [Conversion: Opp Created to Accepted Opp](/performance/docs/conversion-opp-created-to-accepted-opp), [Activity per Opp Created](/performance/docs/activities-per-opp-created), [Contacts Touched Per Account](/performance/docs/contacts-people-touched-per-account-company), [Touches Per Account.](/performance/docs/touches-per-account-company) | πŸ“Š Metric, Filters, Splits | πŸ‘« Subject(s) | πŸ“… Time Interval | πŸ“… Time Grouping | πŸ“Έ Screenshot | | --- | --- | --- | --- | --- | | Opportunities Created | All SDRs on team | Trailing 30 Days | None | Screenshot | | Opportunities Created | All SDRs on team | Trailing 6 Months | Monthly | Screenshot | | Email Engagement Rate | All SDRs on team | Trailing 30 Days | None | Screenshot | | Email Engagement Rate | All SDRs on team | Trailing 6 Months | Monthly | Screenshot | | Conversion: Account Touched to Accepted Opp | All SDRs on team | Trailing 30 Days | None | Screenshot | | Conversion: Account Touched to Accepted Opp | All SDRs on team | Trailing 6 Months | Monthly | Screenshot | | Activity per Opp Created | All SDRs on team | Trailing 30 Days | None | Screenshot | | Activity per Opp Created | All SDRs on team | Trailing 6 Months | Monthly | Screenshot | | Contacts Touched per Account | All SDRs on team | Trailing 30 Days | None | Screenshot | | Contacts Touched per Account | All SDRs on team | Trailing 6 Months | Monthly | Screenshot | | Touches per Account | All SDRs on team | Trailing 30 Days | None | Screenshot | | Touches per Account | All SDRs on team | Trailing 6 Months | Monthly | Screenshot | *Broadcast Audience:* SDR Team, SDR Manager ([Screenshot](https://p-xbfzn71.t2.n0.cdn.getcloudapp.com/items/Z4u787y4/504c2075-f808-401d-b0f7-71c682e9207c.jpg?v=a054645a3859eee20378e3336f2a02a5)) *Broadcast Cadence:* Weekly; same day as team meetings. *Other Distribution:* Hyperlink in SDR Team Meeting Agenda *Other Notes*: Dashboard also useful for leadership or marketing meetings to inform outreach effectiveness. *Example Screenshot(s):* [Screenshot](https://share.getcloudapp.com/bLuK9g0w) ## πŸš¨πŸ‘ŒπŸΌπŸ“§ SDR Quality Alert Feed *Read more about* [Alert Feeds in Atrium here](/performance/docs/how-to-be-amazing-at-atrium-alert-feeds)*.* *![sdrqualityalertfeed.jpeg](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/6193826029709_1769317988682.jpg?sv=2026-02-06&spr=https&st=2026-11-14T03%3A36%3A12Z&se=2026-11-14T04%3A36%3A12Z&sr=c&sp=r&sig=gwKgEkHfyYXUS21pXF1HcVTF4KTPA9X72PSN7LzL8Kk%3D)* *View Type*: Alert Feed *View Description*: Key alerts about SDR quality metrics *Roles & Segments:* Inbound & Outbound SDRs, SMB through Enterprise *Subject(s):* [Entire SDR Team (s)](https://share.getcloudapp.com/Z4u78AoN) *Suggested Metrics:* [Email Engagement Rate](/performance/docs/email-engagement-rate-email-responsiveness-rate), [Conversion: Account Touched to Accepted Opp](/performance/docs/conversion-account-company-touched-to-accepted-opp), [Conversion: Opp Created to Accepted Opp](/performance/docs/conversion-opp-created-to-accepted-opp), [Activity per Opp Created](/performance/docs/activities-per-opp-created), [Contacts Touched Per Account](/performance/docs/contacts-people-touched-per-account-company), [Touches Per Account.](/performance/docs/touches-per-account-company) *Alert Categories*: [Personal Alerts, Peer Alerts, Goal Alerts, Ramping Peer Alerts, Ramping Goal Alerts, Strategy Insights](https://share.getcloudapp.com/d5u9dORP) *Alert Type(s):* [Positive Alerts, Warning Alerts, Neutral Alerts](https://share.getcloudapp.com/QwuL1nLz) *Broadcast Audience:* [SDR Leadership](https://p-xbfzn71.t2.n0.cdn.getcloudapp.com/items/X6uEyRjv/fa739ba3-f64d-438f-98de-87d37c88a6f6.jpg?v=c5f0cbf175482a6b745c87f025a82b02) *Broadcast Cadence:* Weekly; for review before team meetings *Other Distribution:* As request for leadership or marketing meetings *Example Screenshot(s):* [Screenshot](https://share.getcloudapp.com/2NuzZmZN) ## πŸ‘ŒπŸΌπŸ“§ SDR Quality Goals *Read more about* [goals in Atrium here](/performance/docs/metrics-in-atrium-and-how-to-use-them)_._*View Type*: Goal Set *Roles & Segments:* Inbound & Outbound SDRs, SMB through Enterprise *View Description*: Specific goal relating to SDR quality metrics to track efficiency and effectiveness. *Suggested Metrics:* [Opportunities Created](/performance/docs/opportunities-created), [Email Engagement Rate](/performance/docs/email-engagement-rate-email-responsiveness-rate), [Contacts Touched Per Account](/performance/docs/contacts-people-touched-per-account-company) | πŸ“Š Metrics & Filters | πŸ“… Time Interval | ❓Notes | | --- | --- | --- | | Opportunities Created | Monthly & Quarterly | Both goal lines are useful for tracking progress | | Email Engagement Rate | Weekly & Monthly | Engagement Rate goal applies to all time intervals | | Contacts Touched Per Account | Monthly | Helpful if rep multithreading is a priority | ## View Example Screenshots ## πŸ‘ŒπŸΌ πŸ“§ SDR Quality Metrics Dashboard ## ![sdrq1.png](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/6193826029709_1769317989154.png?sv=2026-02-06&spr=https&st=2026-11-14T03%3A36%3A12Z&se=2026-11-14T04%3A36%3A12Z&sr=c&sp=r&sig=gwKgEkHfyYXUS21pXF1HcVTF4KTPA9X72PSN7LzL8Kk%3D) ![sdrq2.png](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/6193826029709_1769317989690.png?sv=2026-02-06&spr=https&st=2026-11-14T03%3A36%3A12Z&se=2026-11-14T04%3A36%3A12Z&sr=c&sp=r&sig=gwKgEkHfyYXUS21pXF1HcVTF4KTPA9X72PSN7LzL8Kk%3D) Β  πŸš¨πŸ‘ŒπŸΌπŸ“§ SDR Quality Alert Feed ![sdqqualityalert.jpeg](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/6193826029709_1769317990220.jpg?sv=2026-02-06&spr=https&st=2026-11-14T03%3A36%3A12Z&se=2026-11-14T04%3A36%3A12Z&sr=c&sp=r&sig=gwKgEkHfyYXUS21pXF1HcVTF4KTPA9X72PSN7LzL8Kk%3D)