Call Reports

Overview

Call Reports provides dashboards, charts, and analytics about your team's calling and outreach activities. Analyze effectiveness, track metrics, and improve outreach strategies.

Available Reports

Activity Metrics

• Total calls made (by period)
• Calls per team member
• Calls per partner type
• Calls by communication type
• Daily/weekly/monthly trends

Effectiveness Metrics

• Completion rate (scheduled vs. completed)
• Success rate (successful contact vs. total attempts)
• Average call duration
• Response rate by time of day
• Best days/times for contact

Outcome Analysis

• Breakdown by call outcome (completed, no answer, voicemail, etc.)
• Breakdown by disposition (successful contact, follow-up needed, etc.)
• Voicemail vs. direct contact ratio
• Callback conversion rate

Team Performance

• Calls per team member
• Completion rates by person
• Average duration by person
• Follow-up completion rate
• Overdue call management

Partner Engagement

• Most contacted partners
• Partners with follow-up needs
• Partners hard to reach (multiple missed attempts)
• Communication frequency by partner
• Response patterns by partner type

Report Filters

Customize reports by:

• Date range (today, this week, this month, custom)
• Team member
• Partner type (individual/corporate)
• Communication type
• Campaign
• Priority level
• Call outcome/disposition

Key Metrics Dashboard

Quick view showing:

• Total Scheduled: Calls planned
• Completed Today: Calls finished today
• Overdue: Calls past scheduled time
• Success Rate: Percentage reaching partner
• Follow-Ups Needed: Calls requiring follow-up
• Average Duration: Mean call length

Charts and Visualizations

Call Volume Trends

• Line chart showing calls over time
• Compare periods (this month vs. last month)
• Identify busy vs. slow periods

Outcome Distribution

• Pie chart of call outcomes
• See percentage completed vs. voicemail vs. no answer
• Identify areas for improvement

Team Performance Comparison

• Bar chart comparing team members
• See who's most productive
• Identify training needs

Time-of-Day Analysis

• Heatmap showing best times to call
• Success rate by hour
• Optimize call scheduling

Using Reports

Weekly Team Review

1. Pull week's call report
2. Review completion rates
3. Discuss challenges (hard to reach partners)
4. Celebrate successes
5. Plan next week

Monthly Analysis

1. Review month's metrics
2. Compare to previous months
3. Identify trends
4. Adjust strategies
5. Report to leadership

Campaign Effectiveness

1. Filter by campaign
2. Review call outcomes
3. Measure campaign response
4. Calculate ROI
5. Improve future campaigns

Exporting Reports

Export options:

• PDF: For presentations/sharing
• Excel: For further analysis
• CSV: For importing elsewhere
• Print: Hard copy reports

Best Practices

• Review Regularly: Check reports weekly
• Track Trends: Monitor over time, not just snapshots
• Share Insights: Discuss with team
• Act on Data: Use insights to improve
• Set Benchmarks: Establish goals based on data
• Celebrate Wins: Recognize good performance

Related Pages

• Call History - Source data for reports
• Scheduled Calls - Active call queue
• Completed Calls - Successful outreach