The Executive report provides the overall details of all dialing sessions you have attempted during the selected date range.
- Navigate to the Analytics » Advanced » Filters section, select the criteria, and click the Apply button to retrieve the report. Refer to the article Analytics – Advanced for detailed instructions.
- Based on the selected criteria, the report will be generated.
Below are the default columns and their descriptions from the report:
- # Bad Data - Connects with any call result that is marked as bad data
- # Connects – Total number of connected calls in a dialing session.
- # Connects to Meetings – Total no of Connects/Total no of Meetings.
- # Conversations – Total number of connects with any call result that is marked as a positive connect.
- # Dials – Total number of Dials made in a dialing session.
- # Dials per Hour (Dial Time) – Total number of Dials/Call Duration (in hours).
- # Dials to Conversations – Total number of Dials/Total number of Conversations.
- # Dials to Meetings – Total number of Dials/Total number of Meetings.
- # Followups – Number of follow-ups got.
- # Meetings – Number of meetings booked/scheduled.
- # Positive Conversations – Total number of connects with any call result that is marked as a positive connect.
- # Referrals – Number of referrals got.
- Hold Time – Total time a user is on hold in all dialing sessions during the selected date range in HH:MM:SS format.
- Meetings % – (Total Number of Meetings / Total Number of Conversations)*100
- Positive Conversations % – (Total number of Positive conversations / Total number of Conversations)* 100
- Product Type - Product used for dialing
- Session Hours – Total time from when a user started a session to when they end the session in HH:MM:SS format.
- Talk Time – Total time connected with prospects in HH:MM:SS format.
- User - Name of the User/Sales Rep. This column will be visible only to Managers and Admins.
- Wrap Time – Time duration between call ‘Hang Up’ and ‘Save & Pause’ or ‘Dial Next Number’ or ‘Dial Next Contact’ in HH:MM:SS format.
Default Columns:
The columns User, Session Hours, # Dials, # Connects, # Conversations, # Positive Conversations, # Meetings, # Dials to Conversations, Product Type, and Talk Time are visible in the grid by default. If needed, you can click the Select Column button to make any columns visible in the grid.
NOTE: The Info icon is available for the # Dials, # Connects, # Conversations, # Positive Conversations, # Meetings, # Referrals, and # Followups columns and shows a tooltip describing the metrics when hovering over it.
Key Recommendations:
- For customizing the reports and their columns, refer to the article Customize Reports and their Columns
- For report scheduling, refer to the article Schedule Reports.
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.