Agent Report: Performance Insights and Metrics

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.

1 After that, click on the element.

2. Then, access 'Phone Stats' to gather specific insights.

2 After that, click on "Phone Stats".

3. Moving on, click on 'Agent Report' for a comprehensive review.

3 Now, click on "Agent Report".

4. You can now see the overall agent report.

4 Next, click on "CHARLIE BROWN".

5. In here, you can choose a specific agent/personnel for report generation.

5 Next, click on "Agent Report".

6. Now, set the date and time for the tailored report.

6 Click on the element.

7. Explore the 'Compare' option for analyzing periodic data.

7 Click on "Compare".

8. You may generate a report for comparison based on the dates that you want to generate.

8 After that, click on the element.

9. Subsequently, delve into 'Opportunities' to identify growth areas.

9 Following that, click on "Opportunities".

10. Now, review the 'Conversions' for effectiveness metrics.

10 Click on "Conversions".

11. Leaderboard report can display Most Won Opportunities or Most Opportunities options.

11 Now, click on "Points".

12. Stats exclude automated SMS such as campaign SMS.

12 Then, click on the element.

13. Following that, explore 'Email' statistics for communication insights. Stats exclude automated Email such as campaign Email.

13 Afterwards, click on "Email".

14. Finally, round off with 'Call Metrics' for detailed call data analysis.

14 Afterwards, click on "Call Metrics".

15. Conclude by reviewing 'Efficiency' to assess performance ratios.

15 Then, click on "Efficiency".

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