Overview
The Daily Call Performance Report in SalesExec provides a day-by-day summary of call activity, giving insight into how your team’s calling efforts are progressing each business day. It shows call counts, outcomes, and key performance metrics so managers can monitor trends, identify productivity issues, and measure performance changes over time.
Key Functionality
Daily Call Counts — Displays total calls made on each day within your selected range.
Outcome Breakdown by Day — Separates answered, missed, abandoned, voicemail, transferred and other call outcomes for each date.
User Level or Team Aggregation — You can view performance for all users collectively or filter by individual user/team.
Time-Based Metrics — Tracks average call duration, total talk time, and other time-based stats per day.
Trend Tracking — Helps visualize weekly patterns, peak calling days, or dips in activity.
Filter Options — Allows filtering by user, department/queue, call type (inbound, outbound, transfer) and selected period.
Exportable Summary — Enables exporting the report data for offline analysis, sharing, or archiving.
Why is this important?
This is a summary report that includes all salespeople. If you are using pull this is very useful to get a snapshot of the entire team performance and where there might be gaps or areas of improvement.
How to Use This Feature
Log into SalesExec and navigate to the Reports section.
Select the Daily Call Performance Report.
Choose your date range to define which days you want to view.
(Optional) Apply filters such as:
Specific user/agent
Department/queue
Call type (inbound, outbound, transfer)
Run the report. The output will show a list where each row represents a single date, and columns include:
Total calls
Answered calls
Missed calls
Abandoned calls
Voicemail dropped
Transfer counts
Average call duration
Total talk time
Review results to identify patterns, peaks, valleys, or irregularities in daily calling performance.
(Optional) Export the report for sharing with leadership, performance reviews, or external analysis.
Best Practices
Run this report every day or at least weekly to keep a pulse on calling activity and ensure leaders aren’t blind to sudden performance changes.
Use consistent filters when comparing consecutive reports so metrics are aligned period-to-period.
Compare daily volume with key outcomes like contacts made or dispositions completed to gauge quality, not just quantity.
Share the report with your team so they can visually track their own trends and advocate for best practices.
Combine this data with distribution or lead-outcome metrics to see how daily calls correlate with conversions or pipeline movement.
Troubleshooting
Report shows fewer calls than expected → Confirm that date range includes all call dates; check that call logging was enabled throughout.
Dips in calls day after day → Investigate holidays, team absences, shift changes, or distribution routing issues.
Average durations look abnormally low or high → Verify that call dispositions are being logged properly; check for accidental hangups or system timeouts.
Filtered results don’t match overall results → Review applied filters (user, queue, call type) — sometimes filters hide relevant data.
Export not matching on-screen data → Confirm that the same date range and filter set are applied before exporting.