Lead Reports

[Trying]

Hi Matt

I see many of the reports are specifically based on calls and not leads.

Agent Status Detail
Agent Performance Detail
Outbound Calling Report
Export Calls Report

We find it quite difficult for example to see how many sales an agent and the call centre made exactly because if the same lead is dispositioned as a sale several times then all of those will show as sales although it is actually only one sale. Is there a report that actually shows the figures per lead and not per sale?

If not, how many hours will it take to add lead reports for all the reports above? Maybe just add lead options to the existing reports instead of creating seperate reports? In these reports we would like to see only the actual leads used with the last disposition. So if 5 calls were made to a lead it is still only one lead used.

I post this here because anyone else who wants to join the conversation is more than welcome.

[DarknessBBB]

Give a look at this patch :3

http://www.vicidial.org/VICIDIALmantis/view.php?id=437

[mflorell]

I would need a lot more detail on exactly what you wanted to see before I could give you a quote on hours for new reports. Since those reports you list are drawn upon the logs and not the list they would have to be greatly altered to make them based upon lead status, and then there are a lot of other issues that would come up because of that as well since the lead record just shows you the current state and can't show you what happened to a lead in the past.

[Trying]

Thanks for the response guys. I would like to hear what you think of DarknessBBB's latest patch Matt?

I am also going to email you a Call Center Performance Report spec. I think if we can get that information in the one report we probably don't need it on the other reports. We would obviously be happy to release it to the community as well.

[Trying]

DarknessBBB, how does one install the patch exactly?

[DarknessBBB]

DarknessBBB, how does one install the patch exactly?

First, I have to tell you: use it at your own risk!

unpack the file patch.rar
Alter the database using the query in database.sql
Patch the files admin.php and AST_agent_status_detail.php using the patch command

That's all. Actually only the agent status detail report has been patched.

[Trying]

Well only in that one report will help already because at the moment we actually have no idea how many sales we have made

I emailed Matt the specs for another report. If I can afford the quotation it will be added.

[williamconley]

we've modified the detail report for a couple clients. one that wanted some of the pause time to become billable and one that wanted it stripped down to indicate "deadbeat sales reps"

the background gets "redder" each day of the week that a rep has 3 or less sales ... so on Wednesday the pink ones have a group pep talk ... on Thursday the Orange ones have a personal pep talk ... by Friday the "full red ones" are let go (here's your check, good luck on the next job )

[Trying]

That sounds pretty cool! I am thinking of a Call Center Performance report with all important metrics and ratios which will show per agent, team (group),campaign and the call center. Even including costs and income per sale, income per minute, a combination thereof, etc, will make it an excellent profit/loss report at a glance. The profit/loss can then also be seen per agent, group, campaign and call center. So this report will probably need fields per campaign to enter the income calculation per campaign as well as a separate page for things like Telecoms cost per second, fixed costs (cost per seat) and commission/salary costs per agent. How awesome will it be to, at a click of a button, see exactly where your profits and losses are.

[williamconley]

Having all that within vicidial would piss off some of my sugarcrm clients. LOL

[Trying]

LOL. Well Matt is starting to mention more and more that ViciDial will probably become a CRM on its own...... this report will be a good fit.

[mflorell]

I don't seem to have received an email from you, could you please resend it to vicidial -at- gmail.com?

[Trying]

Done

[DarknessBBB]

Thanks for the response guys. I would like to hear what you think of DarknessBBB's latest patch Matt?.

Me too

[Trying]

Hi Matt

I am not sure if your email server is blocking my emails. I sent you a couple of emails days ago. I used the sales at vicidial email and the gmail address so please let me know if I must use another one.