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Different Tabs under User Productivity Report

  • Updated

Overview

The User Productivity Report is a comprehensive dashboard designed to help track the performance and activities of users (counsellors, admission officers, etc.) over a selected date range. It gives management and team leads clear insights into daily, weekly, or monthly productivity based on leads, applications, queries, communication, and call handling.

This report is divided into multiple tabs, each representing a key aspect of the user’s workflow. Below is a detailed explanation of each tab and the metrics it includes.

Core Functionalities

1. Quick Summary

This tab provides a high-level snapshot of a user’s overall activity within the selected date range. It helps quickly assess user engagement and outcomes.

Metrics included:

  • Lead Assigned – Number of unique leads assigned.

  • Leads Not Engaged – Leads not yet contacted or worked on.

  • Leads Engaged – Leads that the user interacted with.

  • TAT Achieved – Leads responded to within the target response time.

  • Untouched Stage – Leads with no stage updates after assignment.

  • Applications Assigned – Total applications assigned.

  • Payment Approved – Applications with successful fee payments.

  • Application Submitted – Applications submitted along with payments.

  • Enrolments – Applicants who successfully enrolled.

  • Queries Assigned – Queries allocated to the user.

  • Overall Activities (Lead) – Total lead-related actions: emails, SMS, WhatsApp, follow-ups, notes, stage changes, inbound/outbound calls.

 

2. Lead Summary

This tab breaks down the user’s performance on leads specifically. It helps understand engagement levels and follow-up discipline.

Metrics included:

  • Lead Assigned, Not Engaged, Engaged, TAT Achieved, Untouched Stage.

  • Overall Activities (Lead) – Total engagement actions on leads.

  • Lead Stage Total – Count of lead stage changes.

  • Notes Added (Lead) – Voice/text notes added.

  • Follow-up Added / Overdue / Completed (Lead) – Follow-up task metrics.

  • Email / SMS / WhatsApp Sent (Lead) – Communication breakdown.

  • Inbound / Outbound Success & Missed (Lead) – Call handling performance.

 

3. Applications Summary

Focuses on application-related activities to measure how effectively users are converting applicants.

Metrics included:

  • Applications Assigned – Applications allocated to the user.

  • Applications Engaged – Unique applicants engaged.

  • Payment Approved – Successful application payments.

  • Application Submitted – Applications submitted with payment.

  • Enrolments – Final stage: applicant enrolment.

  • Overall Activities (Applications) – All interactions with applicants.

  • Application Stage Total – Application stage transitions made by the user.

  • Notes Added (Application) – Any notes (text/voice) added.

  • Follow-up Added / Overdue / Completed (Applications) – Follow-up insights.

  • Email / SMS / WhatsApp Sent (Applications) – Digital outreach stats.

 

4. Telephony Status

Tracks the user’s telephonic activity and call quality during the selected timeframe.

Metrics included:

  • Lead Assigned

  • Inbound Success (Lead) – Calls received.

  • Outbound Success (Lead) – Connected outbound calls.

  • Total Success (Lead) – Total connected calls.

  • Inbound / Outbound Missed (Lead) – Missed calls.

  • Total Missed (Lead) – Combined missed inbound and outbound calls.

  • Total Call Duration – Total time spent on calls.

  • Average Call Duration – Average time per connected call (inbound + outbound, only if duration ≥ 1 sec).

 

5. Query Status

This tab shows the number of queries assigned to the user and their progress across both leads and applications.

Metrics included:

  • Lead Assigned

  • Applications Assigned

  • Queries Assigned

Note: More detailed metrics can be added in this section as per system visibility.

 

6. Effort Analysis

(Section definition can be updated based on additional data visibility in the portal. Usually includes analysis of time spent vs outcomes achieved.)

 

7. Communication Status

This tab summarizes all modes of communication made by the user.

Expected metrics may include:

  • Total Emails Sent

  • Total SMS Sent

  • Total WhatsApp Sent

  • Inbound and Outbound Communication Count

  • Success vs Failed Messages

This can vary slightly based on configuration.

 

8. Opportunity Missed

This highlights areas where follow-ups were not completed or deadlines were missed, helping identify scope for improvement.

Expected metrics:

  • Missed Follow-ups

  • Missed Calls

  • Untouched Applications/Leads

  • Delayed Engagements

 

Key Benefits of the User Productivity Report

  • Provides actionable insights for performance reviews.
  • Identifies areas needing improvement.
  • Helps team leads allocate resources effectively.
  • Enables transparency in daily activity tracking.

Conclusion

The User Productivity Report serves as a centralized view of user performance across all critical touchpoints—leads, applications, calls, queries, and communication. By breaking down data into focused tabs, it empowers managers and team leads to monitor activities, identify inefficiencies, and make data-driven decisions. Whether you're reviewing daily output or long-term performance trends, this report provides the clarity and depth needed to drive user accountability and improve overall operational effectiveness.

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