Who this is for: Recruiters and managers who want to understand what the Overview tab inside a sequence is showing them and how to use it.
What the Overview tab shows
The Overview tab is the performance dashboard for a single sequence. It appears once at least one recipient has attempted at least one step. Before that point, clicking the sequence opens the Sequence builder tab instead.
The Overview tab has three sections stacked top to bottom:
Sequence-Level Summary — five metric cards showing top-line outcomes
Contacted Recipients table — a per-recipient engagement breakdown
Channel Performance Report — metrics per channel used in the sequence
This article covers the first two. See Channel Performance Report in Sequences for the third.
The five metric cards
The metric cards give you an instant read on how the sequence is performing. All metrics are calculated at the unique recipient level — each person counts once, regardless of how many steps they've been through.
Recipients Contacted
The number of unique recipients for whom at least one outbound step was successfully completed — an email sent, a social message delivered, an SMS dispatched, or a connection request sent. This is your baseline denominator for all other percentages.
Not counted as contacted: recipients whose steps errored out before anything was sent, recipients added but not yet reached by any step, and recipients who were stopped before the first step executed.
Recipients Opened
Unique recipients who were contacted and opened at least one tracked message — across any channel (email, social, SMS where supported). Shown as both an absolute count and a percentage of Recipients Contacted.
Note: This card is hidden if email open tracking is disabled at the account level in Settings → Automation Settings → Email Tracking.
Recipients Responded
Unique recipients who were contacted and replied via any channel — email, social message, or SMS — within 90 days of a step executing. Shown as both a count and a percentage of Recipients Contacted.
Meetings Booked
Unique recipients who were contacted and for whom a meeting was created in Recruiterflow during the sequence period, plus a 90-day attribution window after the last step. Shown as both a count and a percentage of Recipients Contacted.
Error
The total number of unique recipients who currently have one or more unresolved errors. Shown as an absolute count only — no percentage, because some recipients may have errored before any outbound step was completed (meaning they're not in the Contacted count).
This card is not clickable and does not filter the table below. To see errored recipients, go to the Errors tab.
How the metric cards interact with the table
Clicking the first four metric cards filters the Contacted Recipients table to show only the relevant subset:
Contacted — shows all contacted recipients (default full table view)
Opened — filters to recipients who opened at least one message
Responded — filters to recipients who replied via any channel
Meetings Booked — filters to recipients with a meeting attributed to the sequence
The Contacted Recipients table
The table shows a row for every contacted recipient — meaning every person for whom at least one outbound step completed successfully. Recipients who errored out before any step sent don't appear here.
Columns
Column | What it shows |
Recipient | Candidate or contact name (clickable — opens their profile in a new tab). |
Opened | ✓ if the recipient opened at least one tracked message across any channel. Hidden if open tracking is disabled at account level. |
Responded (Email) | ✓ if a reply was received from this recipient via email — regardless of whether an email step exists in the sequence. |
Responded (SMS) | ✓ if a reply was received via SMS. |
Responded (Social) | ✓ if a reply was received via Social message. |
Meeting Booked | ✓ if a meeting was created and attributed to this sequence. |
Errors | ✓ if the recipient currently has one or more unresolved errors. Clicking opens the Errors tab filtered to this recipient. |
Sender | The sender assigned to this recipient for this sequence. |
How response columns work
Each Responded column represents the channel through which a reply arrived, not the step types present in the sequence. A tick appears in the relevant column regardless of whether that channel has a step in the sequence.
Example: if your sequence has only SMS steps but a recipient replies via email, the Responded (Email) column shows ✓ — because that's the channel the reply came in through.
When Stop on Response is ON: the first reply received marks its channel column. The sequence stops. Only one column gets a tick mark.
When Stop on Response is OFF: the sequence keeps running after a reply. Additional tick marks accumulate across columns as new responses arrive — but only if at least one further sequence step executed between responses. Responses received before the next step executes don't generate additional tick marks.