Agent Reporting

Here you can view the stats related to the opportunities owned by the selected user and how they are doing in terms of converting opportunities into sales.

In this section, you can examine the statistics associated with the opportunities managed by the chosen CRM user and assess their performance in terms of converting these opportunities into successful sales. The data presented includes a comprehensive overview of total leads, as well as a breakdown of open, won, abandoned, and lost opportunities.

The Total Leads represents the total count of leads allocated to a specific user, showcasing their individual responsibility for managing and nurturing these potential clients or customers.

The term "open leads" refers to the quantity of potential clients or customers who have not yet been converted into actual sales. These leads often require further engagement and follow-up actions from the user in order to successfully close the deals and secure new business.

Won leads represent the successfully converted opportunities managed by the user, resulting in completed sales transactions.

Abandoned opportunities refer to those potential sales that did not progress through the entire sales process and were ultimately forfeited for various reasons.

The Lost Leads displays the opportunities managed by the user that were not successfully converted into sales, providing insight into areas where improvements may be needed.

Here, you get the idea about the number of leads the selected user has in each pipeline and each stage of the pipeline.

Within the Conversions segment of Agent Reporting, you can obtain valuable insights regarding the potential opportunities present in your sales pipelines and their corresponding stages of progress. By closely monitoring these opportunities and their current stages, you can make well-informed decisions to optimize your sales efforts, allocate resources efficiently, and ultimately, drive revenue growth and enhance the performance of your organization.

By selecting this dropdown menu, you will gain access to an extensive list showcasing all the pipelines you've established within your CRM system. Upon choosing a specific pipeline from this compilation, you'll be presented with valuable statistics and insights relevant to the chosen pipeline's performance.

Based on the various stages you've designed within the chosen pipeline, you will be able to view the count of opportunities present in stage 1. To illustrate this, imagine that stage 1 is titled "New Leads." In this scenario, you would see the quantity of opportunities currently classified as "New Leads" within that particular pipeline.

The total count of opportunities situated in Stage 2 of the pipeline will be displayed in this section. For instance, envision a scenario where leads that have arranged a meeting are placed in Stage 2 of the pipeline, which is labeled "Scheduled Appointment." In this case, you will be able to view the number of leads who have successfully scheduled appointments within the pipeline's Stage 2.

In this section, you'll find the total count of leads that are currently in Stage 3 of your chosen pipeline. As an example, consider a situation where leads who have entered into an agreement are classified as being in Stage 3 of the pipeline, labeled "Signed Agreement." In this context, you will be able to see the number of leads that have successfully signed agreements and are now part of Stage 3 within the selected pipeline.

This section will display the total count of leads that reside in Stage 4 of the chosen pipeline. For instance, envision a scenario in which leads who have completed a purchase are categorized as being in Stage 4 of the pipeline, referred to as "Paid." In this case, you'll be able to see the number of leads who have made a purchase and are now situated in Stage 4 of the selected pipeline.

SMS
Check the stats related to SMS campaigns run by the selected user.
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Within the SMS section, you have access to a detailed overview of text message activities carried out by an agent or CRM user. This includes a comprehensive display of the total count and corresponding percentages for various SMS statuses, such as sent, delivered, clicked, and failed (undelivered) messages.

In the Sent row, you will find the total quantity of text messages that a user has dispatched within a designated time frame including the total percentage of sent SMS messages.

The figures displayed in the Delivered row represent the total count of text messages that have been successfully delivered to their intended recipients including the total percentage of delivered SMS messages.

The Clicked row will exhibit the cumulative count of recipients who have interacted with the link provided in the SMS by clicking on it, also showing the total percentage of clicked SMS messages.

The Failed row displays the count of text messages (SMS) that were unsuccessful in reaching the recipient's inbox. By monitoring the Failed row, you can identify potential problems and take appropriate actions to improve the reliability and success rate of your SMS campaigns.

Email
Check the stats related to Email campaigns run by an individual user.
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Within the Email section, you can examine the statistics pertaining to email campaigns executed by each individual agent or user. This includes a comprehensive overview of the total number of emails, along with percentages that represent various key performance indicators, such as Sent, Opened, Clicked, and Replied rates. This data allows you to assess the effectiveness and engagement of your team's email campaigns.

The Sent row displays both the quantity and percentage of emails dispatched by a user during a designated time frame.

The Opened row indicates the total count and corresponding percentage of emails that have been successfully opened by their intended recipients.

The Clicked row reveals the quantity and proportion of recipients who actively engaged with the email by clicking on the embedded link(s) within the message.

The Replied row highlights the total number and corresponding percentage of responses acquired from recipients in relation to the email campaign.

Leaderboard
Check how each agent in your team is performing.
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The filtering tab in this section enables you to sort and identify agents based on their ownership of opportunities or their success in converting those opportunities into sales. By selecting the Most Won Opportunities filter, you can easily view the top-performing agent who has secured the highest number of successful deals.

The Rank column will show the position that each individual user occupies in relation to their fellow team members, taking into account the various agents within the group.

The column labeled Agent Name displays the full name of each respective agent, providing a clear identification for every individual involved.

The Points column presents the accumulated score for each individual agent or user within your team, reflecting their performance and contributions to the group's overall success.

Call Metrics
View in-depth information for the calling activities, including manual calls, automation calls, or calls made with the dialer, and the number of incoming calls.
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Examine the statistics related to calling activities carried out by each agent in your team. These metrics serve as a valuable resource for gaining insights into individual and collective performance. By analyzing these statistics, you can identify strengths, weaknesses, and trends among your team members. This information is crucial for optimizing workflow, improving productivity, and enhancing the overall customer experience. Furthermore, these insights can assist in making informed decisions regarding training, performance evaluations, and resource allocation, ultimately contributing to the success of your organization.

The Total Calls value seen in the top right represents the total number of calls and the total duration of all calls made by the selected agent. By calculating this sum, you can gain a comprehensive understanding of the agent's overall call activity, including both the number of calls they have handled and the combined length of those calls.

In the Automation Calls section, you can view statistics related to automated calls that you have set up.

Manual Action Calls pertain to calls that are queued in manual call campaigns.

The Dialer Calls section displays statistics related to calls made using the power dialer feature of your CRM.

The Incoming Calls section displays statistics related to incoming calls received by your agents.

Efficiency
Gives you a report about the overall performance of each user.

The Efficiency Section provides valuable insights into the results produced by the efforts of each agent within your organization. By examining this data, you can gain a better understanding of how effectively each team member is performing their sales tasks and contributing to the overall success of the company. You’ll be able to view the total sales value, average sales duration, as well as sales velocity.
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