Overview

The List Conversion report allows Admins to determine their current profitability and project how much profit could increase with different Lead or Agent costs. 

This article will demonstrate how to configure and save this report. Additionally, it will define the report's various components and metrics.

Contents

• Running the List Conversion Report
  • Export Report
  • Save Report
  •  
• Reading the List Conversion Report
  • KPI Tables
  • List Source
  • Show/Hide Columns
  • Main Report Table

Running the List Conversion Report

1.) Click the Reports main menu.

2.) Click the List Conversion Report menu option.

The page will open on the List Conversion Report.

3.) Configure the Cost Parameters settings:

• Agent Costs section
  The estimated cost per hour for Agents.
  • Admins can apply the cost in this field to all their Agents or only those missing cost data.
    • Agent Cost is configured in User Settings.
• Cost per Lead per List section
  The estimated cost of Leads per List.
  • Admins can apply the cost in this field to all their Lists or only those missing cost data.

4.) Select a Date Range in the Filter Date Range box.

• (A) Date selection: Choose a Start and End date or use the Quick Date buttons.
  • Quick Date buttons allow you to auto-fill the Date fields with the range options.
    • These buttons calculate based on the current date, which ensures that your Saved Report does not re-run with the same start and end date.
• (B) Time fields: Allow you to specify Start and End time hours and minutes.
  • These times are always in PST; please account for this in your selections.
• (C) Click Apply to save your chosen Dates and Times.
  • Click the Apply & Run button to apply the Date Range Filters to the report and then execute it.

5.) Configure any Filters you want applied to the Report:

• Call Types: Select from the types of calls to show in the Report: 3-way, Inbound, Outbound, and Manual.
• Users: Select from the Account Users to include in the Report.
• Campaigns: Select from the Campaigns.
• Queues: Select from the Queues.
• Statuses: Select from the system and custom statuses.
• Lists: Select from the Lead Lists.
• Lead Data Filters: Select from the system and custom Lead Fields to filter against in the Report.
  • Choose a Lead Field in the first drop-down.
  • Choose an operator in the second drop-down.
  • Enter the values to filter against in the third drop-down.
  • Add Filter: Click this link to use multiple Lead Data Filters.

Note: Click the Clear Selected link to remove all the selections in a Filter.

6.) Click the Break Down button to select Break Downs.

• Horizontal Break Downs separate the data in the table based on the chosen filter.

• Vertical Break Downs add columns to the table based on the chosen filter.

7.) Click the Status Group tab to configure Contact Statuses and Sale Statuses filters.

• Contact Statuses
  All Dispositions/Statuses with contact set to Yes.
• Sale Statuses
  All Dispositions/Statuses with success set to Yes.

• Click each field to see additional Statuses available.
• Click the close (x) button to remove Statuses.

8.) Click the Run Report button.

The Report will appear once it has finished processing. Admins can complete other tasks and will get a notification once it is ready.

Export Report

There are two options for saving your Reports. One version enables Admins to save the current results as a CSV file, while the other saves the criteria for re-running the Report.

Download CSV

1.) Click Export to CSV.

The Export Columns window will open. 

2.) Configure your preference:

• Export all available data fields per record - selected by default
• Export only the data fields displayed below

3.) Click Submit.

Save Report

The Frequency option determines when the report will be sent to the email list.

• Different Time fields appear depending on the Frequency selection.

• The Frequency and Time fields are not active unless there are emails entered in the Emails field.

• Select an option from the Frequency drop-down:

  • If Frequency = Daily: 

  • If Frequency = Weekly: 

  • If Frequency = Hourly: 

Hourly	If Hourly is chosen, select a number of minutes from the drop-down, up to 59 minutes. Name, Emails, Frequency, and Minute fields are required.
Daily	If Daily is chosen, select a time of day in the Time field. The time selected is the time the report will be emailed each day. Enter the hour, minute, and AM/PM for the time of day. Name, Emails, Frequency, Time, and Day fields are required.
Weekly	If Weekly is chosen, a time of day in the Time field and a day of the week in the Day field must be selected. Name, Emails, Frequency, Time, and Day fields are required.

• Click the Save button.

• If there are emails in the Emails field, you will not be able to save the report without selecting a Frequency for the report to be sent.

Reading the List Conversion Report

The List Conversion Report comprises three KPI tables and one main table displaying the metrics for all the Lead Lists during the reporting period.

KPI Tables

Three KPI tables appear, allowing Admins to see key information about their List's performance at a glance.

• (A) Lowest Success Lists: The five lowest-performing Lead Lists with their percentage of your total calls and success rate.
  • Manage Lists: Opens the Lowest Success Lists window, where you can deactivate these Lists.

• (B) Top Success Lists: The five highest-performing Lead Lists with their Contact and Success Rate based on current Success Statuses.
  • View Lists: Opens the Top Success Lists window, showing the top ten performing Lists and their percentages.

• (C) Highest % of Calls by Call Count: The five Lead Lists with the highest percentage of calls and their call counts.
  • Manage Lists: Opens the Highest % of Calls by Call Count window, where Admins can see the top ten Lists with the highest percentage of calls and access their Campaign's Workflow Dialing settings.

List Source

This setting determines whether the Report is assessing the performance based on the List revenue, the Leads' quality, or both simultaneously. Changing this setting requires re-running the Report.

• Called List: 
  This assesses the List's performance based on the leads that were called while they were in this List during the time range selected. The leads could have 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 in this List only. If you dialed your Leads in List A and then moved 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: 
  These reports are 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.

Show/Hide Columns

Select which metrics will appear in the List Conversion table by showing or hiding columns. 

• Check and uncheck metrics in the Show/Hide Columns window.
• Click Apply to save your choices.

Note: Due to the size of this Report, Admins will not be able to see all of the columns in their window. Scroll to the right of each row to see the additional columns.

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