The Weekly Summary report provides the details of each dialing session you have attempted during the selected date range weekly.

1. 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.

2. Based on the selected criteria, the report will be generated.

NOTE: By default, up to 2,000 records will be displayed at a time. You can view all the available records. To access more than the default limit of 2,000 rows, users need to request Koncert Support to increase the record display limit.

The User column remains static as you scroll to the right.

Below are the default columns and their descriptions from the report:

• # Connects – Total number of connected calls in a dialing session.

• # 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 Disposition 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 number of Meetings/ Total Number of Conversations.

• # Dials – Total number of Dials made in a dialing session.

• # Dials per Hour  – Total number of Dials/Call Duration (in hours).

• # Dials to Conversations - Total number of dials /Total number of Conversations

• # 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.

• Cadence – Name of the Cadence (associated with the Cadence prospect) or other Sales Engagement Platform or CRM  (e.g., SalesLoft - from which the records are uploaded for dialing).

• Caller ID Type – Displays the Caller ID type (Custom Caller ID, Personal Caller ID, Random, or Mapped Area-Based Caller ID) used for dialing the prospect.

• Date –Session date. 

• Dial Time – Total duration of time each call was connected (in HH:MM XM).

• End Time – Call end time in HH:MM XM format.

• Hold Time – Total time a user is on hold in all dialing sessions during the selected date range in HH:MM:SS format.

• List Name – Name of the List used for dialing.

• Number of Lines Used – Number of  Parallel Lines used during the AIPD dialing session. This column will be visible only to AIPD - Weekly Summary report.

• Session Hours - Total time from when a user started a session to when they end the session in HH:MM:SS format.

• Start Time – Call start time in HH:MM XM format.

• Talk Time – Total time duration of each call that was connected in HH:MM:SS format.

• Touch  – Touch number associated with the call touch executed.

• 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.

• Week - Indicates the week when the dials made.

Default Columns:

The columns User, # Dials, # Connects, # Conversations, # Positive Conversations, # Dials to Conversations, # Conversations to Meetings, Session Hours, and Hold 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, Meetings and, Positive Conversations 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.