Overview
The Hourly Performance Snapshot Report in SalesExec provides a breakdown of key activity metrics by the hour during a selected date range. It helps managers and admins understand productivity patterns throughout the day, identify peak performance windows, and spot slow periods that might indicate workflow bottlenecks or staffing gaps.
Key Functionality
Hourly Breakdown
Displays activity metrics segmented by hour of the day.Lead Actions by Hour
Shows how many workflow actions (like status changes, dispositions, etc.) were taken during each hour.Call and SMS Activity
Includes counts of calls and text messages sent in each hourly bucket (if SMS/call features are enabled).User-Focused Stats
Allows segmentation by agent/user to see who was most active during specific hours.Date Range Selection
Enables flexible selection of timeframes (single day or multi-day snapshots) for comparative analysis.Performance Trend Visualization
Often includes graphing or tabular summaries to highlight peaks and valleys in activity.
How to Use This Feature
Log into SalesExec and open the Reports section.
Select the Hourly Performance Snapshot Report.
Choose your date range — you can focus on a single day or span multiple days.
(Optional) Apply filters such as:
Specific users or teams
Lead sources or campaigns
Record types
Distribution strategies
Run the report. It will display a table or chart with rows representing each hour of the day (e.g., 00:00–01:00, 01:00–02:00, etc.) and columns showing counts for the selected metrics.
Review hourly activity to spot trends, such as peak times for dispositions, calls, or SMS, and identify lag periods.
Formula
Response time is calculated as the time from when the lead is first callable to the time when the lead is dispositioned as contacted. The report aggregates values over the course of the hours during the time the leads are callable.
Terms
Leads Contacted - The number of leads contacted during the specified hour range
Agents Calling - The number of different agents or salespeople that made calls during the specified hour.
Leads Received - The number of leads received during the specified hour
Best Practices
Use this report to align staffing to peak activity periods (e.g., ensure more users are active when dispositions spike).
Review overnight or early-morning patterns to detect issues with automated workflows, task timing, or distribution settings.
Combine hourly activity trends with lead arrival patterns to understand if staffing aligns with lead volume.
Compare multiple days to reveal consistent performance windows and outlier days.
Use filters to zoom in on specific teams or activities to get nuanced performance insights.
Troubleshooting
No hourly data appears
→ Confirm you selected a valid date range that contains data.
→ Check that activity logging (calls, dispositions, SMS) was enabled for that period.Metrics seem unusually high in a narrow timeframe
→ Review whether automated workflows or bulk imports triggered actions during that hour.Expected activity is missing for a specific hour
→ Check if filters (user, team, activity type) unintentionally excluded relevant data.Report runs slowly or errors out on export
→ Narrow the date range or apply filters to focus the dataset.User-level segmentation not matching expectations
→ Verify that user activity is correctly logged and that user filters are properly set.