Agent Reporting gives you visibility into how your team members and agents are performing across calls, appointments, and pipeline activity. Use these reports to track individual productivity, compare performance across your team, and make data-driven coaching decisions.

Frequently Asked Questions #

What is Agent Reporting? #

Agent Reporting is a set of dashboards and reports that surface performance metrics for each agent or team member, including call activity, appointment booking, and conversion data.

Who can view Agent Reporting? #

Access depends on your user role and permissions. Administrators and account owners typically have full visibility, while individual agents may see only their own metrics.

What metrics are included in Agent Reporting? #

Common metrics include calls made, talk time, appointments booked, opportunities created, and conversion rates. The exact set depends on which features your account has enabled.

How often is the Agent Reporting data updated? #

Reporting data refreshes on a regular basis so the figures stay current. Some metrics may update in near real time while others are aggregated periodically.

Can I filter Agent Reporting by date range? #

Yes. You can adjust the date range on the report to focus on a specific day, week, month, or custom period.

Can I export Agent Reporting data? #

Yes. Most reports allow you to export the underlying data so you can share it or analyze it outside the platform.