Track How Your Calling Team Is Doing
See at a glance how far your team has worked through the list, who's moving fastest, and who's falling behind on callbacks — so you can step in before leads go cold. Every data set reports its own results, and this article explains each number and how to act on it.
Open a data set from CRM → Lead Data → Data Sets, then select the Reports tab.
Entry pointCRM → Lead Data → Data Sets → a data set → Reports
| Article summary | Details |
|---|---|
| Main outcome | A clear read on data set progress and per-executive output. |
| Roles | Manager / admin. |
Data Set Results
The cards across the top summarize the whole data set:
| Metric | Meaning |
|---|---|
| Total leads | Every lead imported into the data set. |
| Assigned | Leads handed to an executive. |
| Pending | Leads not yet called. |
| Called | Leads with at least one logged call. |
| Connected | Calls where the executive reached and spoke to the lead. |
| Interested | Records marked interested after a call. |
Together these track the funnel: how many leads you have, how many are being worked, how many have been called, and how many actually connected.
Read these cards before reviewing individual executives. They tell you whether the whole data set has enough coverage before you drill into teammate-level performance.
Executive Performance
The Executive performance table breaks the same work down by person:
| Column | Meaning |
|---|---|
| Executive | The team member. |
| Assigned | Leads assigned to them. |
| Called | Leads they've called at least once. |
| Calls made | Total call attempts they've logged (more than one per lead is normal). |
| Interested | Records marked interested after a call. |
| Callbacks due | Scheduled callbacks that have come due — highlighted in amber when above zero. |
How to Read the Numbers
- Pending stays high → leads aren't being worked. Check that the data set is Live and that leads are assigned.
- Called is high but Connected is low → people aren't picking up. Consider call timing, or review the script and the lead list quality.
- Calls made far exceeds Called → lots of retries per lead (busy / no answer). Expected for cold lists; watch it doesn't crowd out fresh leads.
- Callbacks due is climbing for one person → that executive is falling behind on promised callbacks. Re-balance or follow up.
Compare Called against Assigned per executive to spot who has cleared their list and who needs help — before Pending piles up at the data set level.
Common Issues
| Issue | What to check |
|---|---|
| The table says no executives assigned | No one has leads yet. Assign them on Data & Assignment. |
| Connected is 0 despite calls | Executives may be logging No answer / Busy; only Connected counts here. |
| A name shows as a code | The user record couldn't be matched to a name — it doesn't affect the counts. |
| Numbers look behind | Reports reflect logged calls. Reopen the tab to refresh after recent activity. |
Contact your admin first for missing executives, permissions, or a hidden Reports tab.
Contact Brixi support if the report won't load or a count looks clearly wrong. Include the data set name, the metric in question, the expected result, the actual result, and a screenshot.