January 2024

Conversica Tip 08: Reporting Recipes

Reporting Recipes You Need to Know This Year

As we step into the New Year, it's time to make sure you’re on track to keep track of your team's performance with Conversica! Our reporting recipes are your key to understanding your company's success and identifying actionable insights.

Let's make sure you're all set to thrive in 2023 and explore five reporting recipes specifically tailored to supercharge your team's performance:

1. Reviewing Metrics by Lead Status

Uncover the breakdown of metrics and overall performance of your RDA. Track lead status, compare sources, and identify top performers. Ideal for new lead sources or when planning to refine your lead strategy.

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2. Conversation Comparison

Analyze conversation performance within the first 7 days of launching a new conversation and monthly thereafter. Gain insights into how your conversations stack up against each other over time.

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3. Reviewing the Quality of Recently Submitted Leads

Ensure you're maximizing the potential of your lead sources. Monthly checks on lead health and deliverability will keep your lead quality up to date. Perfect for bulk lead additions or spotting engagement discrepancies.

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4. Review Engagement and Hot Lead Trends

Strategize lead addition processes and uncover valuable data trends by observing lead progression against targets. Use this quarterly to adapt to changing strategies, skills, or message variables.

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5. How to Track Team Performance

Dive deep into key metrics for each team member working leads in Conversica. Compare representatives or teams as a whole. Perfect for onboarding new team members or managers and keeping a quarterly eye on team performance.

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New to Reporting?

You’re in luck! We have an article prepared to get you up to speed on reporting. 

Additional Resources