ClickPoint

Gabriel Buck

Chris Arenas

Articles that cover out of the box reports, configurable sales dashboard, and user scoreboards

Reporting Articles

Monitor the performance of your lead sources, set goals and track milestones over time

Marketing Source Summary

Understand how your lead sources are performing with the monthly lead source performance report.

Marketing Source Monthly Comparison

Lead Provider Performance Reports

All of your call recordings, grouped on a single page, filtered by user.

RingResponse Call Recording Report

Maintain coverage on your sales floor by tracking users who are on a call, flagged unavailable, logged out, or on a cool-down.

RingResponse User Call Status Report

Use this report to view detailed statistics on incoming calls, outgoing calls and call transfers across your sales team.

RingResponse Call Statistics

Track inbound and outbound call performance per agent by phone number. Track average call duration, answered calls and their close rate.

RingResponse User Statistics Report

See key insight into the effectiveness of your SMS templates including the number of successful sends, deliverability, and response rates.

RingResponse SMS Statistics

The Detailed Performance Report indicates both user performance and lead provider performance by user.

Detailed Performance Report

Comprehensive sales team production report providing the ability spot areas that need more staffing to respond to leads faster.

Daily Call Performance Report

Report that highlights the number of lead status changes an agent makes over a selected date range.

Disposition Leads Report

Breakdown of salesperson disposition activity over the specified date range.  This report includes a chart displaying user activity.

Action Activity Report

Hourly breakdown of response times for salespeople calling leads and  the average lead response time.

Hourly Performance Snapshot Report

Hourly breakdown Including total number of leads received, leads called, contacted and the average agent overall lead response time.

Key Performance Indicator Report

Sales Team and User Performance Reports

The distribution performance report gives a view of all salespeople and their performance with the leads you provide

Distribution Performance Report

Lead Penetration Rate Report

Report based on thirty minute intervals that provides total leads that are currently available to be pulled.

Leads Available in a Distribution

Breakdown of each agents first and last pulls, as well as the total number of pulls for a specific date range.

Pull Report by Time

Distribution and Lead Reports

Understand the performance of your email nurture campaigns in one single report

Email Nurture Report

Lead Nurture Reports

Show off your team sales stats with scoreboard reports.  Highlight achievement across your organization with stunning sales reports.

Configure Scoreboard Report

Show off your team sales stats with dashboard reports.  Highlight achievement across your organization with stunning sales reports.

Lead Provider Performance Reports

Sales Team and User Performance Reports

Distribution and Lead Reports

Lead Nurture Reports

Custom Reports