Mixmax Insights is available on the Mixmax Growth + CRM plan and above. Mixmax Reporting and Analytics are available on the Growth plan and above. Check out our pricing page for more information.
Mixmax offers you a robust set of native reports you can access in the Reports section of the web app. But if you use Salesforce with Mixmax, you will also have the option to install Mixmax Insights, a comprehensive suite of customizable dashboards and reports. If you wonder which set of reports would suit your business needs best, this article is for you!
Native Mixmax reporting vs. Mixmax Insights
Here are some general differences between Mixmax Insights and native Mixmax reports:
Mixmax native reports are a better choice if you:
need something easy to use out of the box without much customization
need to measure the performance of your Mixmax sequences, templates, meetings, user groups, and sequence tasks
prefer working with individual reports and tables of data
need to get a list view of data or export the raw data for further analysis into a third-party BI tool or Excel
Mixmax Insights for Salesforce is a better choice if you:
are already familiar with Salesforce reports and their functionalities
need to measure the performance of individual users in your team
need to analyze data by Accounts, Contacts, Leads, or Opportunities
want to see your data aggregated in a dashboard view
want to create visualizations of your data via charts and graphs
want to segment and filter your data by custom fields
Check out the comparison table at the end of the article for a full review and comparison of available Mixmax native reports and Mixmax Insights for Salesforce.
The Mixmax Insights totals will only display the Mixmax activity synced from Mixmax to Salesforce. To learn more about how activity is synced, see Syncing to Salesforce.
When it comes to the Mixmax native Report Builder, these reports will also include the data that is not synced to Salesforce, and they are filtered differently than the Mixmax Insights data.
To give you a better idea of practical use for both native reports and Mixmax Insights, here are some reporting use cases with the corresponding report types:
Use cases for Mixmax native reports
Use case | Report type/subtype |
View the list of calls users in your team completed in a certain period. | Calls |
Determine how many tasks (emails, LinkedIn, calls) each user completes during a specific time period. | Users/Groups > Completed Sequence Tasks |
View the list of sequences sent in a certain period and their performance metrics (emails replied to, meetings booked, etc.) and compare which one performs better. | Sequences |
Check the list of recipients that were added to sequences or emailed during a certain period of time. | Sequences > Recipients |
Review a list of all the meetings that occurred during a specific time period. | Meetings |
See a list of email templates used in the sent messages during a certain period of time, compare their performance (replies, opens, meetings), and see which one performs better. | Templates |
Use cases for Mixmax Insights in Salesforce
Use case | Report/Dashboard |
See if SDRs are reaching their targets and compare their results to other SDRs to determine what can be improved. | Mixmax SDR Performance dashboard |
Check the open tasks for a specific SDR to see where to focus and plan work more efficiently. | Mixmax SDR Performance dashboard |
Review the activities/tasks of each SDR supervised by a specific manager to assess the team's performance. | Mixmax SDR Performance dashboard |
Evaluate the results of the sales activities by the outcome, not only by the output. | Mixmax Activities and Revenue Analysis dashboard |
Analyze the impact of activities on revenue, evaluating if your team is reaching the targets. | Mixmax Activities and Revenue Analysis dashboard |
Check which hot opportunities are closing soon to engage with them and ensure you get them. | Mixmax Activities and Revenue Analysis dashboard |
Understand the impact of activities in renewals vs. other opportunities and see when customer success last engaged on key deals. | Mixmax Sales Impact dashboard |
This is a detailed comparison of Mixmax native reports and Mixmax Insights reports and dashboards:
Mixmax report type | Mixmax report subtype | Mixmax Insights dashboard or report | Comparison details |
Messages | - |
| There are "Emails Sent" charts and reports in Mixmax Insights, but they are not as detailed as the native "Messages" report, which is rather a "Messages" log detailing the high-level information on each email sent via Mixmax. |
Meetings | - |
| There are "Meetings" charts and reports in Mixmax Insights, but they are not as detailed as the native "Meetings" report, which is rather a "Meetings" log detailing each meeting (external or internal) scheduled via Mixmax. |
Calls |
|
| There are "Calls" charts and reports in Mixmax Insights, but they are not as detailed as the native "Calls" report, which is rather a "Calls" log detailing each call (even including a recording!) happening via Mixmax. |
Templates |
|
| Only a Mixmax native report is available for templates right now. |
Groups | Messages |
| Only a Mixmax native report is available for groups right now. |
| Meetings |
| Same as above. |
| Completed sequence tasks |
| Same as above. |
| Calls |
| Same as above. |
Users | Messages | Mixmax SDR Performance dashboard | Tables with targets and leaderboard donut charts with metrics for today/this week/this month available in Mixmax Insights make SFDC reports more visual (and more flexible since each chart and report attributes can be changed). |
| Meetings | Mixmax SDR Performance | Same as above. |
| Calls | Mixmax SDR Performance | Same as above. |
| Completed sequence tasks |
| Metrics or charts focused on sequences are only available in Mixmax native reporting right now. |
Sequences | Sequences |
| Same as above. |
| Recipients |
| Same as above. |
| Domains |
| Same as above. |
Delegators |
|
| Only a Mixmax native report is available for delegated sending right now. |
Customers | Domains | "Contacted Accounts this month" report (visible in two dashboards: Mixmax SDR Performance and Mixmax Activities and Revenue Analysis) | Mixmax Insights charts make reporting more visual (and more flexible since each chart and report attributes can be changed). Still, Mixmax Insights reports are only based on the total number of activities. The Mixmax native report can also display the % of each activity type different domains performed (e.g., NiceCompany opened 100% Mixmax emails). Only the Mixmax native report can show the number of completed vs. active sequences. |
| Recipients | "Contacted Leads this month" report (visible in two dashboards: Mixmax SDR Performance and Mixmax Activities and Revenue Analysis) | Mixmax Insights charts make reporting more visual (and more flexible since each chart and report attributes can be changed). Still, Mixmax Insights reports are only based on the total number of activities. The Mixmax native report can also display the % of each activity type different domains performed (e.g., Chris from NiceCompany opened 100% Mixmax emails). Only the Mixmax native report can show the number of completed vs. active sequences. |
|
| "Overview - Completed activities this FQ" (per representative): visible in the Mixmax SDR Performance dashboard | Mixmax native reporting includes the "Users" dashboard too, but the Mixmax Insights chart visually helps compare each representative's performance around each activity type. |
|
| "Open Tasks - Due Date last X days" (per representative): visible in the Mixmax SDR Performance dashboard | Mixmax native reporting includes the "Tasks" dashboard too, but the Mixmax Insights chart is more visual and helps identify the reps with more open tasks quicker. |
|
| Mixmax Sales Impact dashboard | This Mixmax Insights dashboard allows you to visualize sales conversions and progress toward goals and open opportunities your team works on. You can take advantage of every opportunity and make informed decisions regarding the next steps using this dashboard, which also includes the revenue team summary, role filters, and creation to close data. *Opportunities data is only available in Salesforce. |
|
| Mixmax Activities and Revenue Analysis | Using this Mixmax Insights dashboard, you can analyze your sales activities and their impact on closed won revenue. It includes Leads, open pipelines, and closed won data. *Opportunities data is only available in Salesforce. |
FAQ
Why are the numbers different between the messages report in Mixmax and the messages report in Salesforce?
It is not expected behavior for your Salesforce and Mixmax reports to show the same data totals. Mixmax Insights will only show activities synced to Salesforce, whereas Mixmax Reports will show all activities, including the activity that is not synced to Salesforce.
Example: Let’s say you sent 5 emails to different recipients. 2 recipients are existing Contacts in Salesforce, but the other 3 do not exist in Salesforce. Since 3 recipients are non-existent in Salesforce, Mixmax will not sync any activity for these recipients to Salesforce.
As a result, Mixmax Insights would show you sent two new emails; however, the Mixmax native Report will show you sent a total of 5 emails.
Why am I not seeing all the emails I sent in the "Leaderboard - Emails Sent" Insights report?
By default, this report filters emails by the "Sent" Mixmax Type activity only, which is why only new emails you send are included in this report by default (New messages have the following subjects: “Sent (New): {subject line}“) and replies are not included in the report.
If you want to see all the emails you send, including replies, make sure you include “Internal Reply Email” in the Insights report filter:
You will see both new emails and replies (with subjects like “Sent (Reply): {subject line}“) in the "Emails Sent" report.
Still have some questions about Mixmax native reports or Mixmax Insights? Get in touch with our support team.