Widgets Section – Gives you a clear overview of the number of Dials, Connects, Conversations, Meetings, and Positive Conversations during dialing sessions for all users within the default date range of 'Current Week'.

• Dials – Total number of Dials made in a dialing session. 
• Connects – Total number of connected calls in a dialing session.
• Conversations – Total number of valid connects. A valid connect is any connect that is not documented as Transferred to IVR/VM.
• Positive Conversations – Total number of connects with any call result that is marked as a positive connect. Example: Meeting Scheduled, Qualified Lead, Got Referral, Follow up, etc.
• Meetings – Total number of Meetings booked/scheduled

The count of Connects, Conversations, Meetings, and Positive Conversations metrics is hyperlinked. Upon clicking the metrics count, the records will be filtered based on the chosen metric. if you click on the count of connects,only the records with the call metric 'Connects' will be displayed.

Display of Difference in Metric Values:
This will be applicable only for options 'Current week' and 'Current month', selected under the Date Range filter. The values will be shown in percentage.
Each widget has either a Green Upward arrow , indicating an increment, or a Red Downward arrow , indicating a decrement, based on the percentage difference between the metrics of current week/month and last week/month.
For example, if the Number of dials (last week) = 25 and Number of dials (current week) = 50, then the value will be shown as 100% [derived using the formula ((Count of Current Week - Count of Last Week)/ Count of Last Week) * 100% ], and the green Upward arrow indicates that there is an increment.

Also, when hovering over the respective Green Upward arrow or Red Downward arrow , a tooltip displaying Up from last week by <Increment value %> or Down from last week by <Decrement value %> will be displayed.

Filters – It is a key area, where you can select the criteria to generate reports. Based on the selected criteria, the report will be generated.

Below are the criteria available in this section:

Product – Choose the product for which the report is to be retrieved. Reports associated with the selected product will be displayed.

Teams – This filter is only applicable and enabled for Managers and disabled or grayed out for users (Sales Reps). Users can only view their own reports.

Users – Defaults to your name (logged-in user name). If you have been given access to see other sales reps you can choose names in this dropdown.

Date Range – Defaults to ‘Current Week’. If needed, you can select the desired date range. 

Apply – Click Apply to retrieve the report based on the selected criteria.

NOTE:

• If you have licenses for multiple products, you can choose them from Product dropdown.
• Alternatively, you can click Select All to select all options at once in the dropdowns.

• Start Date & End Date – The Start Date and End Date fields will be enabled only when ‘Custom Date’ is selected from the Date Range field

• The filter option is also available below the Widget Section for quicker access to filtering.

Refresh Report – Click Refresh to bring the latest report.

Export Report – Click the export icon and then choose either Export to Excel or Export to CSV to save the report.

Call Summary – This section is where the retrieved report data will be displayed.

Bar Chart – Koncert provides you with the ability to view the report output as Bar Chart below the the Call Summary section.