The Call Report provides deep insights into your team's phone performance, helping you monitor call volume, track missed opportunities, and evaluate sales rep effectiveness.
1. Key Call Metrics
The dashboard highlights essential telephony data:
- Total Calls: The overall volume of inbound and outbound calls.
- Answered vs. Missed: Track your connection rate and identify times of day when calls are frequently missed.
- Average Call Duration: Measure how long your reps are spending on the phone with prospects.
- First Time Callers: Identify how many calls are coming from brand new leads versus existing contacts.
2. Team Performance Tracking
Filter the Call Report by specific users or teams to evaluate individual performance. You can see who is making the most outbound calls, who has the best connection rate, and review call recordings for coaching and quality assurance purposes.
Pro-Tip
Set up a "Missed Call Text Back" automation. If a call goes unanswered, the system can instantly text the lead saying, "Sorry we missed you! How can we help?" to save the opportunity.