An agent report offers a comprehensive overview of individual agent performance within a business. It tracks key metrics such as sales, lead conversion rates, customer interactions, and follow-up efficiency.
1. First, navigate to Operations.
2. Then, access 'Phone Stats' to gather specific insights.
3. Moving on, click on 'Agent Report' for a comprehensive review.
4. You can now see the overall agent report.
5. In here, you can choose a specific agent/personnel for report generation.
6. Now, set the date and time for the tailored report.
7. Explore the 'Compare' option for analyzing periodic data.
8. You may generate a report for comparison based on the dates that you want to generate.
9. Subsequently, delve into 'Opportunities' to identify growth areas.
10. Now, review the 'Conversions' for effectiveness metrics.
11. Leaderboard report can display Most Won Opportunities or Most Opportunities options.
12. Stats exclude automated SMS such as campaign SMS.
13. Following that, explore 'Email' statistics for communication insights. Stats exclude automated Email such as campaign Email.
14. Finally, round off with 'Call Metrics' for detailed call data analysis.
15. Conclude by reviewing 'Efficiency' to assess performance ratios.
