The List Performance tab provides you the overall performance of all the Call Lists uploaded from the My Lists tab 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 List Performance tab:

• 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 the filters:

• Dialers – Select a Dialer Product (AI Flow Dialer / AI Parallel Dialer/ Click Dialer / Agent Assisted Dialer) from the dropdown for which the report will be retrieved. Defaults to the Products that you have obtained license. Mandatory field.

• 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. Mandatory field.

• Lists – Select a List 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. Mandatory field.

• 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 Products dropdown.

• 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

• To select all options in the dropdown menus at once, click Select All, and to deselect all options, click Clear.

• The filter option is also available above the Grid for quicker access to filtering.

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

• Refresh Report – Click Refresh to bring the latest report.

• Display in Percentage – Click to view the metrics in Percentage. Upon clicking, the icon will be replaced with the icon  Display In Values , allowing you to view the metrics in Numbers/Values.

• 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.

List Performance

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

Below are the default columns and their descriptions from the report for the Value format:

• View Dials - Clicking this icon opens the All Dials tab as a separate tab in the same browser with specific information related to the widget selected, filtered based on the criteria selected under the List Performance sub-tab.

• List Name – Name of the Report or File that has been dialed.

• User – Name of the Sales Rep/Manager who uploaded the Call List.

• 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.

• Dials to Conversations – Total number of Dials/Total number of Conversations.

• Meetings – Total number of Meetings booked/scheduled.

• Follow-ups – Total number of Meetings booked/scheduled.

• Referrals – Total number of Meetings booked/scheduled.

• 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.

NOTE: Some of the examples of the outcomes, which have been considered as Positive Conversations are displayed in the tooltip message. Also, the list of positive conversations may vary based on the settings configured under the Administration » Call Dispositions tab, for your organization. The outcomes are not limited to those shown in the Tooltip message.

Below are the default columns and their descriptions from the report for the Percentage format:

• List Name – Name of the Report or File that has been dialed.

• User – Name of the Sales Rep/Manager who uploaded the Call List.

• Dials to Connects– (Total no of  Conversations/Total no of Dials) * 100.

• Dials to Conversations – (Total no of  Conversations/Total no of Dials) * 100.

• Dials to Meetings– (Total no of  Meetings/Total no of Dials) * 100.

• Conversations to Positive Conversations – (Total no of  Positive Conversations/Total no of Conversations) * 100.

• Conversations to Meetings – (Total no of  Meetings/Total no of Conversations) * 100.

• Dials to Positive Conversations – (Total no of  Conversations/Total no of Dials) * 100.

NOTE: Except for the columns User and List Name, the Info icon is available which shows a tooltip describing the metrics when hovering over it.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.