The Sales Rep - Productivity report provides you with a comparative analysis of dialing metrics between the two date ranges.

• Admins / Managers - Can view their data as well as the data of their team members.
• Users - Can view their data only.

Below are the features available in the Sales Rep Productivity sub-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:

• Products – 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. The available date ranges are Today, Current Week, Current Month, Current Quarter, and Custom.

• 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 the Products dropdown.

• When ‘Custom Date’ is selected from the Date Range, Custom 1(Start Date & End Date) and Custom 2 (Start Date & End Date) fields will be enabled. You can select any date from here.

• 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.

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

Each metric displays either a Green Upward arrow , indicating an increment, or a Red Downward arrow , indicating a decrement, based on the percentage difference between the metrics of the two date ranges.

For example, if the Number of dials (last month) = 25 and the Number of dials (current month) = 50, then the value will be shown as 100% [derived using the formula ((Count of Current Month - Count of Last Month)/ Count of Last Month) * 100% ], and the green Upward arrow indicates that there is an increment.

Also, when hovering over the respective Green Upward arrow or Red Downward arrow , a tooltip displaying Up by <Increment value %> from Last Month or Down by <Decrement value %> from Last Month will be displayed.

Below are the default columns and their descriptions:

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

• All Conversations – Sum of Positive Conversations and Other Conversations.

• 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. The list of positive conversations may vary based on the settings configured under the Administration » Call Dispositions tab.

• Meetings – Total number of Meetings booked/scheduled.

• Bad Data – The following dispositions are considered bad data: Company out of business, Do Not Contact, Wrong Contact - Bad phone number, Wrong Contact - No longer with company, and Wrong Contact - No referral. An Info icon is available which shows a tooltip describing the metrics when hovering over it.

• Other Conversations – Conversations that did not have a positive outcome. An Info icon is available which shows a tooltip describing the metrics when hovering over it.

Horizontal stacked bar chart

In addition to this, a stacked bar chart has been displayed to visually provide a clear overview of the aforementioned metrics

For Admins and Managers:

Managers and Admins can view the dialing metrics of the Top 10 sales reps. If needed, you can select the users from the filter and view the respective metrics.

To remove a specific legend (metric) from the bar chart, simply click on the legend name on the right side of the chart.

For example, if you want to hide Dials (Last Month), click on Dials (Last Month). The corresponding bars will disappear from the chart, simplifying the view.

If you wish to display a previously hidden legend, click on the legend name again. The corresponding bars will reappear in the chart.

For Users:

The metrics of the user will be displayed.

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.