The Executive Summary 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 for the Dialers Selected.
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 disposition that is marked as a Conversation in the Administration » Call Dispositions tab.
A call is considered a conversation only when the call disposition is marked as Conversation option under Administration » Call Dispositions and meets the duration set under the Minimum Duration for Conversation (in Seconds) option in Company Setup » Call Disposition section.
For example, if the minimum duration is set to 20 seconds and the user selects the disposition Meeting Scheduled, it will only be counted as a conversation if that disposition is marked as a "Conversation" and the call lasts at least 20 seconds.
- # Conversations to Meetings – Total no of Conversations/Total no of Meetings.
- # 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 disposition that is marked as a Positive in the Administration » Call Dispositions tab.
- # Referrals – Number of referrals got.
- Callbacks – Number of inbound calls received.
- Hold Time – Total time a user is on hold in all dialing sessions during the selected date range in HH:MM:SS format.
- Contacts to Connects – Total number of Contacts/Total number of Connects.
- Contacts to Connects % – Total number of Connects/Total number of Contacts* 100.
- Connects to Conversation – Total number of Connects/Total number of Conversation.
- Connects to Conversation % – Total number of Conversation/Total number of Connects * 100.
- Contacts Attempted – Total number of Contacts dialed.
- Dials to Connect – Total number of Dials/Total number of Connects.
- Dials to Connect % – Total number of Connects /Total number of dials *100.
- Dial Time – Total duration of time each call was connected (in HH:MM XM).
- 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.
In addition to this, Dispositions marked as Positive Conversation under the Administration » Call Dispositions are also displayed as separate columns. For instance, a Meeting Scheduled disposition marked as Positive Conversation will appear here.
NOTE: The Info icon is available for the # Dials, # Connects, # Conversations, # Positive Conversations, # Meetings, # Referrals, Callbacks, and Contacts Attempted 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.