Filters
Period Aug 24, 2026 – Sep 20, 2026 · compared with Jul 27, 2026 – Aug 23, 2026
Appointment Setting
Outbound setting only. Appointments booked by inbound agents sit on the Inbound Experience page.
Appointments keptRequires CRM dataExpected from: CRM / scheduling system
Funnel by campaign
Dials, right-party contacts and appointments set in the selected period.
DialsContactsSets
Set rate by agent
Bars below the dashed team median are the coaching list. Click a bar to open that agent.
Funnel over time
Weekly dials split into no contact, contacts without a set, and sets. The line is set rate.
No contactContacts, no setAppointments setSet rate, target 38%
Campaign scorecard
Click a row to filter the whole dashboard to that campaign.
4 rows
| Campaign | Dials | Contacts | Contact rate | Sets | Set rate |
|---|---|---|---|---|---|
| Setting — Web Leads | 3,171 | 1,013 | 31.9% | 376 | 37.1% |
| Setting — Home Show | 937 | 203 | 21.7% | 72 | 35.5% |
| Rehash — Unsold Estimates | 937 | 299 | 31.9% | 67 | 22.4% |
| Setting — Aged Leads | 867 | 176 | 20.3% | 43 | 24.4% |
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Set rate by lead source
Where the conversations that convert come from.
Set rateContact rate
Agent scorecard
Click an agent to open their detail below. Red set rate is more than 6 points under the team median.
11 rows
| Agent | Dials | Contacts | Contact rate | Sets | Set rate | Callback share | Sets / paid hour | Talk per contact |
|---|---|---|---|---|---|---|---|---|
| Jenna Doyle | 534 | 164 | 30.7% | 66 | 40.2% | 3.0% | 0.37 | 3.9 min |
| Priya Raman | 537 | 167 | 31.1% | 67 | 40.1% | 7.8% | 0.37 | 4.1 min |
| Alina Ortega | 536 | 162 | 30.2% | 59 | 36.4% | 6.2% | 0.33 | 3.7 min |
| Tobias Lindqvist | 479 | 138 | 28.8% | 48 | 34.8% | 11.6% | 0.27 | 4.0 min |
| Marcus Bell | 506 | 145 | 28.7% | 48 | 33.1% | 6.9% | 0.27 | 3.6 min |
| Noor Haddad | 539 | 164 | 30.4% | 53 | 32.3% | 4.3% | 0.29 | 3.6 min |
| Devon Whitfield | 545 | 164 | 30.1% | 51 | 31.1% | 28.7% | 0.28 | 3.5 min |
| Shauna Bryant | 509 | 143 | 28.1% | 42 | 29.4% | 4.9% | 0.23 | 3.4 min |
| Rosa Cruz | 516 | 150 | 29.1% | 44 | 29.3% | 6.7% | 0.24 | 3.6 min |
| Elias Petrov | 510 | 152 | 29.8% | 44 | 28.9% | 7.9% | 0.24 | 3.6 min |
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