Office Productivity Report

The Office Productivity Report shows how productive your employees are with the leads they are assigned. This report details the total number of assignment attempts, the actual number of leads accepted, the amount of time it takes to accept a lead, and the number of campaigns / log entries made for each lead.

To access this report click on Office Productivity Report link under the Reports tab.

Once you select the report, check the boxes next to the employees you want to generate the report for and click on the Select & Continue button:

This will generate the report. On the top you will notice a detail of the report and the bottom of the page will display a graph. The top of the report has the names of each employee followed by several columns. The columns detail:

• Assigned: This shows the total number of assignment attempts for each employee
• Accepted: This shows the total number of leads that each person accepted. This may vary from the number of assigned leads because the leads may have been re-assigned, denied, or assigned from that person's account to another account
• Cancelled: This shows the number of assignment attempts that were denied or re-assigned, in other words these leads were never accepted by the person
• Avg Wait: This shows the average number of minutes it takes each person to accept their leads
• Avg touch: This shows the average number of manual actions that are taken for each lead; this includes log entries, manual emails, etc.
• Avg campaigns: This shows the average number of marketing campaigns that are running for each lead.

Using the controls at the top of the page, you can change the date ranges for this report, change which column appears on the graph, and print the reports. If you would like to change your lead distribution rules based on the information in this report, click on the Options Tab and click on the Automatic Lead Distribution link.