Manager ApplicationReporting

Standard Playbooks Reports

By May 4, 2020March 9th, 2021No Comments

Standard Playbooks Reports

What are some standard Playbooks reports you can Create

Playbooks Reports let you generate reports based on your sales activities by total or average activities per day. You can drill down into sales teams or view individual users. Reports show historical activities of weekly or monthly data. There is almost an endless amount of reports you can create.

Playbooks Reports

Try one of these standard reports before creating your own.

Total Emails Sent Compared by Person.

  1. Click FILTERS.
  2. Select Email Sent.
  3. Select the Data Type.
  4. Select View By.
  5. Click TEAMS AND PEOPLE drop-down menu.
  6. Select People to be compared.
  7. Select Conversion.
  8. Toggle Comparison (Teams and Person) to active.
  9. Select PERSON.
  10. Wait for the report to refresh.

Total Emails Sent Compared by Team.

  1. Click FILTERS.
  2. Select Email Sent.
  3. Select the Data Type.
  4. Select View By.
  5. Click TEAMS AND PEOPLE drop-down menu.
  6. Select Teams to be compared.
  7. Select Conversion.
  8. Toggle Comparison (Teams and Person) to active.
  9. Select TEAM.
  10. Wait for the report to refresh.

Total Emails Sent Converted by Email Open Rate.

  1. Click FILTERS.
  2. Select Email Sent.
  3. Select the Data Type.
  4. Select View By.
  5. Select Teams and People.
  6. Toggle Conversion to active.
  7. Click OUTCOME drop-down menu.
  8. Select Emails Open.
  9. Select Comparison (Teams and Person).
  10. Wait for the report to refresh.

Total Outbound Calls by Team.

  1. Click FILTERS.
  2. Select Call Outbound.
  3. Select the Data Type.
  4. Select View By.
  5. Click TEAMS AND PEOPLE drop-down menu.
  6. Select Teams to be compared.
  7. Select Conversion.
  8. Toggle Comparison (Teams and Person) to active.
  9. Select TEAM.
  10. Wait for the report to refresh.

Total Talk Time by Person.

  1. Click FILTERS.
  2. Select Talk Time (hrs) under Other Call Metrics.
  3. Select the Data Type.
  4. Select View By.
  5. Click TEAMS AND PEOPLE drop-down menu.
  6. Select People to be compared.
  7. Select Conversion.
  8. Toggle Comparison (Teams and Person) to active.
  9. Select PERSON.
  10. Wait for the report to refresh.

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