Overview
The Detailed Performance Report in SalesExec offers a deep dive into sales activities and lead handling over a selected period. It aggregates data around lead distribution, user activity, and outcomes — giving managers insight into performance trends, team efficiency, and lead-to-close effectiveness across distribution strategies. It’s useful when you want more granularity than high-level dashboards or basic reports provide.
Key Functionality
Comprehensive Lead Tracking — Shows distributed leads, worked leads, and status changes for each lead under the selected date range and filters.
Action & Outcome Breakdown — Captures key metrics such as contact attempts, appointments created, status updates, and closed leads.
User-Level & Strategy-Level Segmentation — Enables breakdown by users, branches, or specific distribution strategies (Push/Pull), allowing for granular performance comparison.
Contact Rate & Conversion Analytics — Calculates contact rates (how many distributed leads were worked), conversion rates (how many worked leads were closed), and other efficiency metrics.
Filter & Customization Options — Allows reports to be filtered by date range, account/branch, record type, distribution method, or user status — enabling tailored views for different analysis needs.
Status Change History — Lets you trace each lead’s movement through statuses (e.g. New → Contacted → Appointment → Closed), offering transparent visibility into funnel throughput.
How to Use This Feature
Open SalesExec and navigate to the Reports section.
Select the Detailed Performance Report.
Set your date range for the timeframe you want to analyze.
(Optional) Apply filters such as Branch/Account, Record Type, User, or Distribution Strategy to narrow down data.
Run the report to generate a detailed table showing:
Leads distributed
Leads worked (status changed)
Contact rate
Appointments created
Closed leads
Conversion and performance metrics per segment (user, branch, strategy)
Review results to identify high-performing segments, bottlenecks (e.g. low contact rate), or sources of inefficiency.
Use output for performance reviews, resource planning, or to recalibrate distribution or workflow strategies.
Why is this report important to your sales success?
Understanding how your salespeople are performing in relation to the distribution strategy they are currently working in tells you if the distribution is effective. You can make quick changes, moving salespeople to other strategies or spotting a salesperson who needs coaching. For instance; a salesperson might do better with live call transfer leads vs. web leads.
Here you can see Push, Pull, Other distribution segments - Click the down arrow and the section will expand to show all salespeople currently in the distribution.
Each section expands to show your salespeople and either Marketing Channel, Lead Source, or Campaign. If you select filters you can segment by any of these options to dig deeper and find out how your salespeople are performing.
With filters you have complete control over the data displayed in this report. You can also use a filter to show current status of leads or leads that have moved through a status.
Why is this important?
In a 30 day sales cycle salespeople will work leads outside of the 30 day date filter. Example: Even though it is June 1 -30 on your date selection a salesperson could be working leads from several weeks or month earlier. For this reason we give you the ability to toggle a filter to show leads given during the range of June 1-30 (leads assigned during this period) or to look at the total performance of your sales team regardless of when the leads originated.
Objective
View the performance of leads given this month to your sales team
View the performance of the salesperson this month with all leads, no matter when they originated
Best Practices
Run the Detailed Performance Report every period (weekly/monthly) to monitor trends rather than only spot-checking.
Compare performance across distribution strategies (Push vs Pull) to see which yields better results in different lead types or volumes.
Use filtering to isolate branches/teams — helps detect underperforming units or training needs.
Combine report data with marketing source and campaign metrics to analyze lead quality and ROI, not just volume.
Review status-change history when investigating conversion drops — may reveal where in the funnel leads are getting stuck.
Troubleshooting
Report returns zero or unrealistic numbers — Double-check filters (date range, branch, distribution type) to ensure they match expected data scope.
User or branch data missing — Confirm that the account/user was active in the selected period and had proper permissions to record status changes.
Contact or closure rates seem off — Verify that leads were correctly updated after contact or sale; missing status updates distort metrics.
Leads distributed but not worked — Could indicate workflow issues or that leads are stuck; check for bottlenecks or assignment problems.
Exportable data doesn’t match on-screen view — Ensure filters and date range are identical when exporting as when viewing.