Agent Reporting

In this area, you can analyze the performance metrics associated with the opportunities managed by the specified CRM user, providing insight into their effectiveness in turning these opportunities into successful sales. This section offers a detailed look at the user's opportunity management, including an overview of total leads, and a categorized breakdown of opportunities that are open, won, abandoned, or lost. Total Leads The "Total Leads" metric represents the total number of leads assigned to a particular user, highlighting their responsibility for overseeing and developing these potential clients. Open Leads "Open Leads" refers to the current prospects that have yet to be converted into sales. These leads are in need of additional follow-up and nurturing to be successfully closed. Won Leads "Won Leads" indicate the opportunities that have been successfully converted into sales by the user. Abandoned Leads "Abandoned Leads" refer to the opportunities that were not pursued through to completion and were ultimately dropped for various reasons. Lost Leads The "Lost Leads" section details the opportunities that were not successfully converted into sales, offering insights into where improvements could be made.

This section provides a comprehensive analysis of SMS activities executed by an agent or CRM user. The SMS section offers a detailed breakdown of text message activities, showcasing the total number and corresponding percentages for various SMS statuses, such as sent, delivered, clicked, and failed (undelivered) messages. Sent Messages The 'Sent' section displays the total number of text messages dispatched by a user within a specified time period, along with the percentage of SMS messages sent. Delivered Messages The 'Delivered' section reveals the total number of text messages that were successfully delivered to their intended recipients, as well as the percentage of delivered SMS messages. Clicked Links The 'Clicked' section provides the total number of recipients who interacted with the links included in the SMS by clicking on them, along with the percentage of clicked SMS messages. Failed Messages The 'Failed' section outlines the number of text messages that did not successfully reach the recipient's inbox. Monitoring this section helps identify potential issues and allows for corrective measures to improve the effectiveness of SMS campaigns.

This section offers a detailed view of each CRM user’s activities, enabling you to track and analyze their performance. With this tool, you can monitor the actions of individual CRM users, gaining insights into various metrics such as opportunity management, conversion rates, SMS and Email campaign performance, leaderboard standings, call metrics, and overall efficiency. These insights allow you to evaluate the productivity and effectiveness of each user within your CRM system. Selecting a User Using the dropdown menu, you can easily choose a specific user from the list, allowing you to closely monitor their unique performance metrics. Generating User Reports To retrieve a detailed performance report for the selected CRM user, click the blue "Fetch" button. This will generate a report that provides valuable insights into the selected user's activities and progress within the CRM. Time Frame Selection The calendar feature allows you to view statistics within a specific time period. Click the calendar icon, select your desired date range, and confirm your selection by clicking the green checkmark. The data will update to reflect the chosen time frame. Comparative Analysis For more in-depth insights, you can compare performance metrics between two different time ranges. This feature allows you to analyze performance trends, such as comparing this month’s metrics to last month’s. Refreshing Reports To access the most current data, click the refresh button. This will generate the latest report, ensuring your analysis and decisions are based on the freshest information. Reporting Dashboard The Reporting Dashboard presents a detailed overview of key performance metrics for each CRM user. Opportunities: Displays the number of opportunities accessed by the selected user, conversions to paying customers, disqualified leads, and lost leads. Percentage stats provide a clearer picture of individual performance. Conversions: Shows the distribution of leads across different pipelines and stages for the selected user. SMS Campaigns: Provides statistics on SMS campaigns managed by the user. Email Campaigns: Offers insights into the performance of email campaigns run by the user. Leaderboard: Displays how each agent compares within the team. Call Metrics: Provides detailed information on calls made, including manual, automated, and dialer calls, as well as incoming calls. Efficiency: Summarizes the overall performance of each user.

This section provides a detailed analysis of email campaigns conducted by each individual agent or CRM user. Within the Email Reporting section, you can delve into the metrics of email campaigns managed by each user. This includes a detailed breakdown of the total number of emails sent, along with various key performance indicators (KPIs) like Sent, Opened, Clicked, and Replied rates. These statistics provide valuable insights into the effectiveness and user engagement of your email campaigns. Sent  The Sent category presents both the total number and the percentage of emails sent by a user within a specified period. Opened  The Opened category shows the total number and percentage of emails that have been opened by the recipients. Clicked  The Clicked category details the number and percentage of recipients who engaged with the email content by clicking on links embedded in the message. Replied  The Replied category captures the total number and percentage of replies received in response to the email campaign.

This section delivers critical insights into the results produced by individual agents' efforts within your team. The Performance Overview section offers a detailed analysis of how each agent's efforts translate into measurable outcomes. By exploring this data, you can assess the effectiveness of each team member's role in driving sales and contributing to the company's overall performance. Here, you can access key metrics such as total sales generated, the average time taken to close deals, and the speed at which leads move through the sales pipeline. Total Sales Generated: This metric reflects the overall revenue an agent has successfully brought into the company. Average Deal Closure Time: This indicates the typical duration an agent requires to transform a prospect into a customer. Sales Process Speed: This measurement provides insight into how quickly leads progress through the sales funnel, culminating in revenue. It serves as a valuable indicator of an agent's efficiency and identifies potential areas for improving the sales process.

The Agent Leaderboard offers an insightful summary of each team member's achievements in managing opportunities and closing deals. This feature enables you to effortlessly evaluate and compare the effectiveness of individual agents, showcasing their names, ranks, and total earned points. Performance Filter The Stats Filter tab allows you to organize and pinpoint agents based on their ownership of opportunities or their success rate in turning those opportunities into sales. By applying the "Most Won Opportunities" filter, you can quickly identify the agent who has secured the highest number of successful deals. Ranking The "Rank" column displays the position of each team member relative to their peers, providing a clear perspective on their standing within the group. Agent Identification The "Agent Name" column clearly lists the full names of each agent, ensuring straightforward identification for all members involved. Performance Points The "Points" column displays the cumulative score for each agent or team member, representing their overall contribution and performance within the team.

Explore detailed statistics on the calling activities carried out by each agent in your team. These metrics offer valuable insights into performance trends. By analyzing the data, you can assess both individual and team performance, identifying key strengths, weaknesses, and patterns. These metrics are essential for optimizing workflows, boosting productivity, and improving customer experiences. Additionally, this information is critical for making informed decisions regarding training, performance evaluations, and resource allocation, all contributing to your organization's success. Total Calls The "Total Calls" metric at the top right corner reflects the cumulative number and duration of all calls made by a selected agent. This total provides a comprehensive view of the agent’s calling activities, encompassing the number of calls handled and their total duration. Automation Calls In the "Automation Calls" section, you’ll find statistics related to the automated calls you have configured. Total Calls: Number of calls made through automation. Answered: Calls successfully answered by the recipient. Agent Missed: Calls that the agent did not attend. Lead Missed: Potential leads missed by the agent. Failed: Calls that failed to connect. Manual Action Calls "Manual Action Calls" refer to calls that are queued in manual call campaigns. Total Calls: Number of calls queued for the agent in manual actions. Answered: Calls answered by the recipient. Missed: Calls that the agent failed to answer. Failed: Calls that did not connect. Avg. Call Duration: The average time spent on each manual call. Dialer Calls The "Dialer Calls" section provides data on calls made using your CRM’s power dialer feature. Total Calls: The total number of calls made using the dialer. Answered: The number of calls that were answered by the recipient. Missed: The number of calls that the agent missed. Failed: Calls that were not successfully connected. Avg. Call Duration: Average time spent on each dialer call. Incoming Calls The "Incoming Calls" section provides metrics on incoming calls received by your agents. Total Calls: The number of incoming calls received. Answered: Calls answered by the agent. Missed: Calls that were missed by the agent. Failed: Calls that could not connect. Avg. Call Duration: Average duration of each incoming call.

This section provides an overview of the opportunities within your sales pipelines, allowing you to track where each opportunity stands in the sales process. Understanding Conversion Metrics The Conversions section within Agent Reporting offers essential insights into the opportunities available in your sales pipelines and their current stages. By regularly reviewing this information, you can make strategic decisions to improve your sales process, optimize resource allocation, and drive revenue growth. Choosing the Right Pipeline Using the dropdown menu, you can select from a comprehensive list of all the pipelines you’ve set up in your CRM system. Once a specific pipeline is chosen, you'll receive detailed statistics and insights related to its performance. Stage 1 Overview For each stage you've created within your selected pipeline, you'll be able to see how many opportunities are in Stage 1. For example, if Stage 1 is labeled "New Leads," you'll see the number of opportunities currently categorized as "New Leads" within that pipeline. Stage 2 Overview This section displays the total number of opportunities in Stage 2 of the pipeline. For instance, if leads that have scheduled a meeting are placed in Stage 2, labeled "Scheduled Appointment," you'll see how many leads have successfully scheduled appointments in this stage. Stage 3 Overview In this section, you'll find the count of leads in Stage 3 of the selected pipeline. For example, if Stage 3 is labeled "Signed Agreement," you'll see the number of leads who have signed agreements and are now classified in this stage. Stage 4 Overview This section shows the total number of leads in Stage 4 of the selected pipeline. For instance, if Stage 4 is labeled "Paid," you will see the number of leads who have completed a purchase and are now situated in this stage.