PhoneIQ Dashboards let you see reports of in- and outbound calls. This article will go over the Dials to Opportunities Dashboard (see also a full list of our dashboards).
Step 1: Follow the steps at 'PhoneIQ Dashboards - Salesforce Reports' and access the 'PhoneIQ Dials to Opportunities' dashboard.
Step 2: On there, you will see all PhoneIQ's reports of your dials to opportunities ratios.
Here is a comprehensive list of every report on the dashboard:
Dials to Opportunities by Day: This shows the number of calls it takes, on average, to convert an opportunity. Grouped by day*.
Dials to Opportunities by User: The number of calls it takes to each user**, on average, to convert an opportunity.
Dials to Close by Day: This shows how many calls were needed, to close an opportunity by day*.
Dials to Close by User: How many calls it took the user** to close an opportunity (on average).
Revenue per Dial by Day: This shows the revenue generated by each dial*** grouped by day*.
Revenue per Dial by User: The revenue generated by each dial*** grouped by user**.
*The date considered is the "created date" of the opportunities.
**Only the original opportunity owner will be considered.
***Considering the revenue of all open and closed won opportunities.
You can select one of the predefined date filters to limit the tasks taken into account for the reports.
NOTE: When making changes to our default dashboards/reports, we highly recommend to 'Save As' first.
To change the dates or add a new filter, you have to go to 'Edit,'
and once there, go to 'Filters,' to add a new filter,
or to the pencil icon at 'Date' to change or add to the default date values.