This tool will help you get a view of your profitability and project how they would do with different Lead or Agent costs.
Note: This is only applicable with a Leadspedia Integration; you may also manually update the revenue via API if you do not have LeadsPedia Integration. See How to Insert or Update Revenue through API.
In order to generate a List Conversion Report, you need to configure the Agent Cost and the Lead Cost per List.
There are 2 ways on how to configure the Agent Cost.
1. From the Agent Cost tab under the User Settings.
From the List Conversion Report under Custom Reports.
Note: You can use the additional controls on the page to apply a cost per hour for those agents who don't have a cost entered yet, or you can override everyone's costs to a cost you choose.
To add Cost Per Lead, you need to go to the List Settings.
Or from the List Conversion Report under Custom Reports.
To run the List Conversion Report, from the Admin Dashboard, click on Report and select Custom Report.
Click on Common Reports and select List Conversion Report.
On the upper right corner, select a Date or a Date Range for the report that you are looking for.
Use Filter if you want to specifically select a Call Type, User, Campaign, Queues, Statuses or Lists.
Click on the Status Group tab if you want to filter any transfer status.
Note: Statuses Call Transfer in Progress, Hold Recall Transfer and No Answer are default Transfer Statuses. You can remove the statuses and select your own or custom transfer statuses.
Click on the Apply button to generate the report and will look like this.
Note: Leads that were tagged as DNC- Do Not Call is added as Human Answered.
Revenue per hour = Revenue / Estimated Billable hour
Agent Cost = Billable Hours*Agent Cost per hour
Total Cost = Agent Cost + Lead Cost + Minute Cost
Profit = Revenue - Total Cost
- Change Handled => Calls Handled
- Change Description of Contact Rate% => (Calls Handled / Dialed)
- Fix Lead Post Rate => Lead Post Rate
- Fix Total Cost => (Agent Cost + Lead Cost + Minute Cost)
There are 3 options for List Source:
Called List: This assesses the performance of the list based on the leads that have been called while they were in this list during the time range selected. The leads could’ve been moved to another list, but if they were dialed while in this list, we will show you the results of that. This is best used to gauge the performance of each list.
Current List: This is based on the performance of leads that are currently on this list only. If you dialed your leads in List A and then move them to List B, List B will show you the performance of these leads regardless of where they were dialed. This is best used to gauge the performance of the leads that are currently in this list.
Original List: This reports based on where your leads originated, regardless of what lists your leads are in now. This is best used to gauge the revenue that a list produces and the quality of the leads.