The Koncert - List Performance report provides the overall performance of all the Call Lists uploaded from the Lists tab, during the selected date range.

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.

NOTE: The filter Dispositions is not applicable to this report.

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

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 conversations that happened in a dialing session. 

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

• # Meetings –  Number of meetings booked/scheduled.

• # Referrals – Number of referrals got.

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

• Dials to Connects % – (Total number of Connects/Number of Dials) * 100. 

• Dials to Conversations % – (Total number of Conversations/Number of Dials) * 100

• Dials to Meetings % – (Total number of Meetings/Number of Dials) * 100. 

• Dials to Positive Conversations  % – Total number of Positive Conversations/Number of Dials) *100. 

• Followups – Number of follow-ups got.

• List Name – Name of the List used for dialing

• User - Name of the User/Sales Rep. This column will be visible only to Managers and Admins.

Default Columns:

The columns List Name, User, # Dials, # Connects, # Conversations, # Dials to Conversations, # Meetings, # Followups, and # Referrals 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 to Connects %, Dials to Conversations %, Dials to Meetings %, Dials to Positive Conversations, # Meetings, # Followups, #Referrals, #Conversations, Conversations to Meetings %, 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.