The All Dials tab report provides you with the overall details of all dialing sessions for all the products (for which you obtained a license) for the default date range Current Week. You can change the Date Range and view the stats accordingly if needed.
NOTE: For managers, reports of all their team members will be displayed.
Below are the sections and features available in the All Dials tab:
Widgets Section – Gives you a clear overview of the number of Connects, Conversations, Meetings, and Positive Conversations during dialing sessions for all users within the default date range of 'Current Week'.
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. For example, if you click the count of meetings, the records with the call disposition 'Meeting Scheduled' will be displayed.
Display of Difference in Metric Values:
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.
User Disposition – Select to list out only the user dispositions in the Call Disposition dropdown.
All Disposition – Select to list out all the dispositions in the Call Disposition dropdown.
Call Disposition – Select a Call Disposition/Result from the dropdown for which the report is to be retrieved.
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.
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.
All Dials – This section is where the retrieved report data will be displayed.
Search – An option to search the records in the generated report. Enter your search criteria in the space provided, and the matching results will be listed.
Below are the default columns and their descriptions from the report:
- Play – Click the Play icon to play the recorded calls if needed.
- User – Name of the Talker/Sales Rep.
- Account Name – Prospect’s Company name.
- Contact Name – Name of the prospect.
- Call Disposition – Call Outcome selected in the Call Disposition window.
The Call Dispositions are displayed in different colors based on the selections made by the Talker or AI, as shown below:
Black - Dispositions selected by AI. (Non editable).
Blue - Dispositions selected by Talker. (Editable).
If the Talker needs to update to edit or modify the disposition which was logged through the Call Disposition window as needed by clicking the respective disposition.
Upon clicking, the Call Disposition dropdown will become enabled, allowing you to select the required disposition.
After successfully changing the disposition, the following confirmation message will be displayed.
NOTE: The link 'Update Disposition' will appear in red if no disposition is selected by either the Talker or AI, which may occur due to accidental browser closing or sudden closing of the Koncert portal during a dialing session. The aforementioned steps can be followed to update the disposition by clicking the Update Disposition link.
- Title – Prospect’s title.
- Dialed Number – Phone number used to connect with the prospect.
- Phone Type – Phone type used to connect with the prospect e.g., Direct Phone or Phone, etc.
- Call Duration – Total time duration of the call.
- Date/Time – Date and Timestamp when each call was made.
- Product Type – Product used for dialing. AI Flow Dialer or AI Parallel Dialer
Please contact Koncert Support for any questions at firstname.lastname@example.org 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.