Overview
The Distribution Performance Report in SalesExec gives administrators and managers insight into how effectively leads are being delivered and handled across your distribution strategies (Push, Pull, etc.). It helps you assess which distribution methods are working, how many leads are being contacted, and whether leads are being followed up in a timely manner — all critical for optimizing lead routing and sales performance.
Key Functionality
Distribution Summary Counts
Shows total leads processed by each distribution strategy within the selected period.Contacted vs Uncontacted Metrics
Breaks down how many distributed leads were successfully contacted versus those that were not.Distribution Type Comparisons
Compares performance between different distribution methods (e.g., Push vs Pull) to show which delivers better outcomes.User / Team Breakdown
Displays distribution results by user or team to highlight performance differences at the individual or group level.Time-based Trends
Tracks performance progression across days, weeks, or months to identify peak efficiency windows or lag periods.Lead Outcome Correlation
Shows how distribution methods correlate to lead outcomes — including contact status and closure rates.Filter & Export Options
Filters can be applied by date range, user, team, lead source, campaign, or record type; the report can be exported for offline review.
How to Use This Feature
Open SalesExec and go to the Reports section.
Select Distribution Performance Report.
Choose your desired date range to focus on a specific period of interest.
(Optional) Apply filters for:
User(s) or team
Lead source or campaign
Record type or distribution strategy
Run the report. The output will typically show:
Distribution strategy name
Total leads distributed
Number and percentage of leads contacted
Number and percentage of uncontacted leads
Performance metrics across users or teams
Review and compare results across strategies and segments to identify what’s working and what might need tuning.
Image 1.1 Distribution Performance Report Column Layout
Column Breakdown
Distribution Strategy: Distribution Strategies active during the filtered time range separated by either a Push or Pull Strategy.
Users: A list of users who were a part of the distribution strategy during the filtered time frame.
Leads Distributed: This is calculated by the number of times a lead or leads were distributed through either a Push or Pull Strategy for the given date range.
Worked Leads: This is a subset of Leads Distributed and classified as a unique lead that had a status update, appointment set, or action taken. If a single lead had ten Actions that were taken, it would still be classified as one worked lead.
Contact Rate: Determined by the number of leads that originated in a System Status of New Lead or Waiting and moved to any other System Status after an action was taken.
Actions: Actions taken by a user.
Status Percentage: Determined by the number of worked leads that had a status change over the filtered time frame.
Appointments Created: Appointments created by user per distribution strategy.
Closed Lead: The number of leads moved to a System Status of “Closed.”
Using Filters
The filter layout for this report is very similar to other reports within ClickPoint. You still have the same options to set a default as well as create and save commonly used filters.
Image 1.2 Filter Settings
Filter Breakdown
Date Options: Choose any one of the date options to give better detail on the report: Today, Yesterday, This Week, Last Week, This Month, Last Month, Last 30 Days, Last 60 Days, Last 1 Year and Custom.
Time Zone: Select a Time Zone, this changes the way “start/end” date is calculated on the report.
Account: View a specific Branch of users. If you wish to view everyone, filter the Account on the Corporate level.
Show Disabled Accounts: This gives the option to include users who are no longer active within ClickPoint.
Record Type: Select a Record Type to Filter the data from, you can only choose one Record Type at a time.
Image 1.3 Additional Filter Options
Additional Filter Options
Use the Enable/ Disable options in the Filter Settings slide out to choose if the below columns are visible.
Contact Rate
Show Actions Taken
Show Appoints Created
Show Closed Leads
Status Changes
One of the most powerful features of this report is the ability to see status changes taking place on leads after they have been distributed. Use this filter to display status changes that are important to the sales team to measure performance.
Image 1.4 Filter Settings - Status Changes
Best Practices
Run this report regularly (weekly or monthly) to track how distribution strategies are performing over time.
Compare Push and Pull distribution results to determine which strategy fits best for specific lead types or campaigns.
Use consistent filters when comparing performance across periods to avoid misinterpreting trends.
Pair distribution performance insights with contact and conversion reports for a complete view of your sales pipeline effectiveness.
Share findings with operations and sales teams to adjust routing logic or user assignments based on data.
Troubleshooting
Few or no leads showing under a distribution strategy
→ Check whether distribution criteria are too restrictive, leading to fewer eligible leads.
→ Ensure that the date range includes active distribution days.Contact rates look low despite high distribution volume
→ Investigate whether leads are being routed to users who are overloaded or not actively working leads.
→ Validate that contact attempts and dispositions are being logged properly by users.Pull strategies seem underperforming
→ Review if queue priorities or pull criteria need adjustment (e.g., pull count or date added).
→ Confirm users included in the Pull strategy are actively pulling leads.Push strategies show inconsistencies between users
→ Check assignment rules and user availability settings to ensure fair and logical distribution.Report still seems slow or incomplete on export
→ Try narrowing the date range or applying a filter to reduce data volume before exporting.