Navigate to Data Overview: Gain insights into your team's and company's call metrics by accessing the overview section.
Step 2: Utilize Google Sheet Integration
Review Detailed Metrics: Use Google Sheets linked with UTM links to track call origins, sales metrics, and associated revenues for comprehensive analysis.
Step 3: View Appointment Reports
Explore Appointment Metrics:
Access the appointment report to view an overview of scheduled appointments.
Filter data by specific calendars, appointment creation dates, and booked dates to customize your analysis.
Step 4: Agent Reporting
Analyze Agent Metrics: Use agent reporting to delve into individual team members' performance metrics, including calls dialed, emails, and SMS interactions.
Step 5: Call Reporting
Review Call Metrics: Utilize call reporting for insights into outbound dialing activities conducted through the platform.
Step 6: Summary
Enhance Decision-Making: Leverage data reporting tools to track consult calls, cancellations, and sales metrics effectively, ensuring informed decision-making and strategic planning.
Summary:
Optimize your understanding of team call metrics and appointment details through comprehensive data reporting tools, enhancing insights into performance and operational efficiency across your organization.
