Why you Should use Reporting?
One of the most powerful things about smrtPhone is the usefulness of the data collected. It can be sorted and analyzed to help you make better decisions and make your business more productive and profitable.
The data within smrtPhone and smrtDialer will help you highlight winning processes, identify areas of weakness, spot opportunities for better training, and give insights into the key drivers of performance.
A variety of KPI Reports are available for Account Owners and designated users.
Where to find KPI Reports within smrtPhone
The reporting section is in the left navigation under the chart icon 📈 : smrtPhone Dashboard > Reports.
Data Included in the Reporting Section
There are multiple pieces of information gathered in Reports, including a summary of your smrtPhone account activity, how a specific phone number performed (inbound/outbound calls), how a particular agent performed, or smrtDialer performance - calls or campaigns.
There are four reporting areas:
Overview - A dashboard snapshot of your account activity
Team Performance - Text and call data broken down by the user or team members you select
Number Performance - Call and text data by phone number
Campaign Performance - A dashboard containing information about smrtDialer performance in certain campaign(s)
Customized Views
Depending on the report tab you are on, you can customize the data ranges and exact data points to view exactly the data you're looking for. You can save the custom report you built for future reference. This saved report is called a View.
To save any specific view you set, use the green top-right button called Save View. Name the report and make it public (anyone with KPI permissions can view it) or private (only for your User). You can export any report you customize as a PDF in the Reporting section. You can also delete a view if it is no longer used.
Selecting Report Timeframe
All of the reports are generated based on previous activity. Pay close attention to the timeframe being reported. You can choose to see reports from the past days, weeks, or months or create a custom range.
Use the calendar icon at the top of all reports to select the period you'd like to analyze.
Also, you can see separate reports for smrtPhone and smrtDialer and pick from different metrics available for the 4 report tabs.
