Agent Reporting - OverviewThe “Agent Reporting” sub-tab will let you know the stats on your team and users within your system.
Agent Conversions ReportingWithin the Conversions segment of Agent Reporting, you can obtain insights towards your sales pipelines and stages of progress.
SMS ReportingWithin the SMS section, you have access to a detailed overview of text message activities carried out by an agent or CRM user.
Email ReportingWithin the Email section, you can examine the statistics pertaining to email campaigns executed by each individual agent or user.
Agent LeaderboardThe Leaderboard provides an overview of the performance of each team member in terms of managing opportunities and securing won deals.
Agent Call MetricsThese metrics serve as a valuable resource for gaining insights into individual and collective performance.
Agent EfficencyThe Efficiency Section provides insights into the results produced by the efforts of each individual agent within your organisation.