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For SDR Leaders / Managers

Know who needs attention, and why — before the month is over.

Stop reconciling the dialer, the CRM and a spreadsheet to answer one question. Orvik puts team health, pacing, diagnosis and coaching on one surface, and gives you visibility into the outbound that feeds it.

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Orvik Analytics team dashboard: Team Monthly Outlook with meetings booked against goal, projected team finish, who needs attention, and KPI cards for score, pass rate, meetings, dials, conversations and emails.
Who needs attention

The team, paced, with a status that means something.

Team Monthly Outlook shows every rep's meetings against goal, the projected team finish and exactly who is At Risk — in week two, while there is time to act.

  • Projected finish per rep and for the team
  • Ahead of Pace, On Track, At Risk, or Too Early to Project
  • Ramp, PTO and after-quota days handled explicitly
Team Monthly Outlook card: meetings booked against goal per rep, projected team finish, and At Risk or Ahead of Pace status for each rep.
Why

Activity versus efficiency — separated, not averaged.

Funnel Diagnosis reads each stage against an expected range for your environment and names the constraint: not enough activity, or activity that isn't converting. The two need different conversations.

  • Earliest failing stage is the bottleneck
  • Never tells a converting rep to dial more
  • Expectations come from your tools, buyers and data
Funnel diagnosis card: activity volume, connect rate, conversation rate and conversation-to-meeting measured against expected ranges, with an activity-versus-expected and output-versus-expected reading.
Coaching

A 1:1 that starts from the specific thing.

The Manager dashboard and coaching loop keep the queue, the reviewed calls and meetings, the note you left and the follow-through in one developmental cycle.

  • Coaching queue and call / meeting review
  • Manager feedback → rep follow-through → proof of improvement
  • Head-to-head comparisons and common objections
Orvik Analytics Manager dashboard: coaching queue, call review, meeting review, connect rate and head-to-head comparisons.
Outbound visibility

See what the outbound machine is doing.

With Orvik Flow, every flow's enrollments, positions and sends are visible on the canvas and in the capacity calendar — how much email is going out, when, and where it will run out of room.

  • Send forecast and capacity calendar for the week ahead
  • Prospect counts on every step of every flow
  • Email Health judged on delivery, bounces and complaints
Orvik Flow send forecast and capacity calendar beside mailbox capacity: hard and projected sends per day against capacity, with Room, Rolled, At risk and No sending statuses.
What changes

What sdr leaders / managers get out of it.

Less hunting

One surface instead of a spreadsheet, three dashboards and a Slack thread.

Earlier decisions

Pacing and diagnosis while the month can still change.

Better 1:1s

Coaching from a named stage and the evidence behind it.

See how Orvik fits your team.

Start with the free trial, buy outright, take the AI demo, or book time with Orvik. The chat launcher is always there too.

Start free14 days. No credit card required.Purchase nowChoose a plan and seats. No sales call required.Try the AI demoA guided walkthrough of Analytics or Flow.Book a demoTalk it through with a person at Orvik.