The Team Agent Conversion Report provides insights into agent performance and conversion metrics. This report helps managers track and analyze agent efficiency in converting leads and applications over a selected period. The report includes various filter options to customize data views according to business needs.
Accessing the Report
Select Reports in the Navigation Bar
Select Team Agent Conversion Report from the available options.
Filters and Options
The report includes the following filtering options:
1. Date Filter
Users can select a predefined or custom date range:
Today
This Week
Last Week
This Month
Last Month
Custom Date Range (Allows users to specify a start and end date)
2. All Data Groups
Filter by specific data groups to segment conversion performance by different business areas.
3. All Data Sources
Choose from available data sources to focus on particular channels contributing to agent conversions.
4. All Users
Select individual agents to analyze performance at a granular level.
5. Actions
Search Button: Click to apply selected filters and generate the report.
Clear Filter Button: Resets all filters to default settings.
Export Report: Allows users to download the report in Excel (.xlsx) or PDF (.pdf) format for further review and sharing.
Key Metrics in the Team Agent Conversion Report
The report includes the following essential performance indicators:
1. Team
Displays the team associated with the agent.
2. User Name
Identifies the individual agent whose performance is being analyzed.
3. Calls
Total number of calls made by the agent.
4. Unique Calls
Number of distinct leads contacted.
5. Answered
Total calls answered by leads.
6. % Lead / Call
Percentage of leads engaged per call.
7. Credit Report
Number of credit reports requested by the agent.
8. % Credit Report / Lead
Percentage of leads with a credit report generated.
9. BA Completed
Number of background assessments (BA) completed.
10. % BA / Lead
Percentage of leads with completed background assessments.
11. UW
Number of underwriting (UW) processes initiated.
12. % UW / Lead
Percentage of leads undergoing underwriting.
13. Submitted
Number of applications submitted by the agent.
14. % Submitted / Lead
Percentage of leads with submitted applications.
15. Signed
Number of signed agreements or contracts.
16. % Signed / Lead
Percentage of leads who signed an agreement.
17. Enrolled
Number of leads who successfully enrolled.
18. % Enrolled / Lead
Percentage of leads who completed the enrollment process.
19. % Dropped
Percentage of leads who dropped out during the process.
The Team Agent Conversion Report offers valuable insights into agent effectiveness and lead conversion rates. By leveraging this report, teams can refine their strategies and enhance overall performance.