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User / Agent Reporting in Stack

The Agent Reporting feature in Stack provides a comprehensive overview of your team's performance, helping you track key metrics and improve efficiency.

Accessing Agent Reporting​

To view the Agent Reporting, navigate to the left-hand menu and select Reporting > Agent Reporting from the top menu. This section offers a detailed look at various performance indicators.

Features of Agent Reporting​

  • Team Performance Overview: Get a quick snapshot of how your entire team is performing.
  • Opportunities View: Analyze stats related to opportunities, conversions, SMS, emails, and calls. This includes efficiency metrics to help you gauge productivity.
  • Leaderboard: See who has the most opportunities and who has won the most, fostering a competitive and motivated environment.
  • Date Range Comparison: Easily compare performance metrics across different time periods to identify trends and areas for improvement.

For more detailed and customized reports, explore our custom dashboards. Here, you can add and modify widgets to display metrics that are most relevant to your needs. For additional guidance, check out our Custom Widgets help document.

Leverage these tools in Stack to enhance your team's productivity and track success effectively!