Agent Reporting
Here you can track the activities performed by each CRM user.
User
With the dropdown menu here, you will be able to select the user from the list to be able to track their individual stats.
Fetching User Report
Click on this tab to fetch the report of the selected CRM user.
Calendar Duration
The calendar will allow you to view the stats within a certain calendar period.
Comparing report
If you need little in depth insights such as the performance during the current month and performance during last month to be able to draw some conclusions, you can use this feature and select two different time ranges and compare the stats.
Refreshing Data
Click on this tab to get the latest report with updated stats.
Reporting Dashboard
Opportunities - Gives you a fair idea of the number of opportunities the selected agent had access to, number of them converted to paid customers, number of leads the agent disqualified and number of leads lost. You can also see the stats percentages to get the better picture about the performance of the individual user. [Click here to learn more about the Opportunities in agent reporting]
Conversions - Here you get the idea about the number of leads the selected CRM user has in each pipeline and each stage of the pipeline. [Click here to learn more about the Conversions in agent reporting]
SMS - Check the stats related to SMS campaigns run by selected CRM user. [Click here to learn more about the SMS in agent reporting]
Email - Check the stats related to Email campaigns run by an individual CRM user. [Click here to learn more about the Email in agent reporting]
Leaderboard - Check how each agent in your team is performing. [Click here to learn more about the Leaderboard in agent reporting]
Call Metrics - View In depth information for the calling activities including manual calls, automation calls or calls made with dialer and number of incoming calls. [Click here to learn more about the Call Metrics in agent reporting]
Efficiency - Gives you the report about the overall performance of each user. [Click here to learn more about the Efficiency in agent reporting]
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