The Sales Agent Productivity Report has been significantly enhanced to provide deeper and more structured insights into agent performance and daily productivity.

With the updated analytics, managers and team leads can now better understand how effectively their sales agents are utilizing their time, handling leads, and conducting meetings.

The improved report offers clear visibility into meeting activities, helping businesses evaluate agent performance with more context rather than just raw numbers.

You can now track not only how many meetings an agent has conducted, but also the quality and type of those meetings, making performance reviews more objective and data-driven.

What’s New:

Improved Meeting Analytics:

The Productivity Report now includes:

• Total Meetings Scheduled for each agent in the selected time period
• First Meetings with New Leads, helping identify new prospect engagement
• Completed (Done) Meetings, giving clarity on follow-through and execution

These new metrics allow managers to:

• Quantify agent performance more accurately
• Conduct better and fairer performance reviews
• Identify high-performing agents based on real activity data

Better Categorization for Clarity:

Meetings are now categorized to provide deeper insight into how agents are handling:

• New Leads (First Meetings)
• Follow-Up Meetings with Existing Leads

This helps businesses understand:

• Whether agents are focusing more on prospecting or nurturing existing leads
• How effectively agents are managing their pipeline
• Where coaching or training may be required

Why It Matters:

• Provides a clearer picture of agent productivity
• Helps managers make data-driven decisions
• Improves performance evaluation and coaching
• Enhances transparency in sales operations
• Supports better planning and resource allocation

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