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 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. 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.  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 Product dropdown. Alternatively, you can click Select All to select all options at once in the dropdowns. 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 The filter option is also available below the Widget Section for quicker access to filtering.
	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 "Display In Values" icon, allowing you to view the metrics in Numbers/Values.
	Export Report – Click the export icon and then choose either Export to Excel or Export to CSV to save the report.
	List Performance – 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 for the Value format:

• List Name – Name of the Report or File that has been uploaded from the My Lists tab and 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.

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 uploaded from the My Lists tab and dialed.

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

• Dials to Conversations – (Total no of  Conversations/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.

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