Reporting Articles | ClickPoint Help Center

Lead Provider Performance Reports

Marketing Source Summary

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

Written by Gabriel Buck
Updated over a week ago

Marketing Source Monthly Comparison

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

Written by Gabriel Buck
Updated over a week ago

Sales Team and User Performance Reports

RingResponse Call Recording Report

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

Written by Gabriel Buck
Updated over a week ago

RingResponse User Call Status Report

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

Written by Gabriel Buck
Updated over a week ago

RingResponse Call Statistics

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

Written by Gabriel Buck
Updated over a week ago

RingResponse User Statistics Report

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

Written by Gabriel Buck
Updated over a week ago

RingResponse SMS Statistics

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

Written by Gabriel Buck
Updated over a week ago

Detailed Performance Report

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

Written by Gabriel Buck
Updated over a week ago

Daily Call Performance Report

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

Written by Gabriel Buck
Updated over a week ago

Disposition Leads Report

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

Written by Gabriel Buck
Updated over a week ago

Action Activity Report

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

Written by Gabriel Buck
Updated over a week ago

Hourly Performance Snapshot Report

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

Written by Gabriel Buck
Updated over a week ago

Key Performance Indicator Report

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

Written by Gabriel Buck
Updated over a week ago

Distribution and Lead Reports

Distribution Performance Report

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

Written by Gabriel Buck
Updated over a week ago

Lead Penetration Rate Report

Written by Gabriel Buck
Updated over a week ago

Leads Available in a Distribution

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

Written by Gabriel Buck
Updated over a week ago

Pull Report by Time

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

Written by Gabriel Buck
Updated over a week ago

Lead Nurture Reports

Email Nurture Report

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

Written by Chris Arenas
Updated over a week ago

Custom Reports

Configure Scoreboard Report

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

Written by Chris Arenas
Updated over a week ago

Configure Dashboard Report

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

Written by Chris Arenas
Updated over a week ago