Introduction

In the Business Summary section, you have an overview of your team's performance within data reports, measured by many dimensions.

Summary

• Team Progression Data
• Funnel Analysis
• Contact Growth

Team Progression Data

The four kinds of progression information collected are total volume, completed sales, commission revenue, and revenue.

Using the filters, you can sort through years and various other criteria, shown below.

Also, you can view the trend of the three types of money or the number of completed sales of all progressions as a month grows in the selected year.

Under Business > Performance by Agent, you can also view the total progression information in each month separately within the selected year.

Funnel Analysis

The Team Owner/Admin can see the contact conversion rates between different states in the pipeline for the whole team or a specific agent, while the agent can only view his or her rates. The general view is shown on the "Summary" page, and the specific view is shown at the top of the "Performance by Agent" page. The conversion rate list for the agent or the admin is expanded by default, as shown below.

Rule of Calculation

For each state in the pipeline in the selected year, there are three numbers: historically entering the amount, historically out the amount, and current containing the amount, so we can calculate the coming in rate (current containing amount/historically entering amount), and coming out rate (historically out amount/historically entering amount), and these two rates should sum up to one.

There is also a Funnel Table that shows the two rates for each state in the pipeline for all contacts in the team within the selected year.

Also, the admin can compare the rates for each state in the pipeline, specified by the agent, in a table view.

Note: Pipeline stage positioning matters. Stages AFTER closed do not appear on reports. A "lost" category should be added after an "attempting contact" category and additional layers via segments/tags built-in to track if it was a bad number, do not contact, etc.

Contact Growth

Scroll down to Contact Growth on the "Summary" page. Here, you have an overview of your individual or your team’s Contact Growth. Feel free to use the Zoom tab to see Contact Growth by week, month, quarter, or year.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.