Weekly Call Report
Filtered Data
This report is filtered based on your division settings:
- Function: Operational
- Work Type: Full Project
Track outbound call activity patterns on a weekly basis to monitor sales team engagement.
Accessing the Report
Reports > Marketing > Call Report
Key Metrics
| Metric | Description |
|---|---|
| Week | Reporting week |
| Total Calls | Number of calls made |
| By User | Calls per team member |
| By Result | Outcome breakdown |
| Appointments Set | Calls resulting in appointments |
| Avg Per Day | Daily call average |
Available Filters
| Filter | Description |
|---|---|
| Date Range | Week range for analysis |
| User | Filter by team member |
| Call Result | Filter by outcome type |
Call Results
Common call outcomes tracked:
- Appointment Set: Meeting scheduled
- Left Message: Voicemail left
- No Answer: No response
- Not Interested: Declined
- Callback Requested: Follow-up needed
- Wrong Number: Bad contact info
Report Views
Weekly Summary
Aggregate view by week:
- Total call volume
- Result distribution
- Appointment conversion
By Team Member
Individual performance:
- Calls per person
- Results per person
- Appointment rate
Trend Analysis
Week-over-week comparison:
- Is call volume consistent?
- Improving/declining trends?
- Seasonal patterns?
Metrics Explained
Call to Appointment Rate
Appointment Rate = Appointments Set ÷ Total Calls × 100
Calls Per Day
Avg Calls Per Day = Total Calls ÷ Working Days
Contact Rate
Contact Rate = (Appointments + Conversations) ÷ Total Calls × 100
Goal Setting
Typical call activity benchmarks:
| Role | Daily Target | Weekly Target |
|---|---|---|
| Inside Sales | 40-60 calls | 200-300 calls |
| Outside Sales | 20-30 calls | 100-150 calls |
| Account Management | 10-20 calls | 50-100 calls |
Targets vary by industry and company.
Analysis Tips
High Volume, Low Results
May indicate:
- Poor call quality
- Wrong target audience
- Need for training
- Bad time of day
Low Volume, High Results
May indicate:
- Good lead quality
- Strong skills
- Opportunity to increase volume
Inconsistent Patterns
May indicate:
- Lack of discipline
- Other priorities taking over
- Need for accountability
Using the Data
Sales Management
- Set call activity goals
- Monitor daily/weekly
- Coach based on results
Marketing Feedback
- Which sources generate callbacks?
- Quality of leads by source
- Timing insights
Forecasting
- Call volume correlates to future sales
- Predict pipeline based on activity
Export Options
Click Export CSV to download:
- Weekly totals
- Individual stats
- For tracking and reporting
Tips
- Review weekly minimum
- Set realistic daily targets
- Focus on quality over pure volume
- Track trends over time
Related Reports
- Past Client Report - Past client outreach
- Lead Analysis - Lead sources
- Sales Person Scorecard - Full rep metrics