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Getting started with the Agent Outbound Conversion report

What the Agent Outbound Conversion report shows managers and how to open it in Reports

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Written by Sadie Timmons

Getting started with the Agent Outbound Conversion report

The Agent Outbound Conversion report gives BDC managers one agent-level view of outbound campaign outreach — dials, contacts, callbacks, appointments, and show results — so you can coach without stitching together separate reports.

Why teams use this

Teams use the Agent Outbound Conversion report to compare how agents turn outbound campaign activity into contacts and appointments. It combines outbound phone outreach, callback handling on outbound campaigns, email and SMS appointment contributions, scheduled appointments, and show rates in a single dashboard.

What the report is

The Agent Outbound Conversion report is an interactive dashboard in Reports. Metrics are tied to outbound campaigns (campaign type outbound), not every outbound-direction call in your account. When you change filters, summary tiles, charts, and the agent table refresh together.

Before you start

To get started with the Agent Outbound Conversion report, you need:

  • A Manager or Admin role (or another role with access to Reports)

  • The report visible on your Reports home (it may appear under Account Specific Reports or General Reports)

  • Access to the organizations, teams, and campaigns whose data you expect to see

Quick start

Follow these steps to get started with the Agent Outbound Conversion report:

  1. Sign in to Volie.

  2. Go to Reports.

  3. Find Agent Outbound Conversion and open the report card.

  4. Set Date Range and any Organization / Store, Team, or Agent filters for the period you want to review.

  5. Review summary tiles, then scroll to the Agent Performance Overview table for agent-level detail.

What success looks like

When the Agent Outbound Conversion report is working for you, you see summary tiles and an agent table that update when you change filters. If you do not see the report card on Reports, confirm your role includes Reports access and ask your Volie account team whether the report is enabled for your account.

Learn more

  • How to access the Agent Outbound Conversion report

  • How to use the Agent Outbound Conversion report

  • How to read the Agent Outbound Conversion report

Related articles

  • How to access the Agent Outbound Conversion report

  • How to use the Agent Outbound Conversion report

  • How to read the Agent Outbound Conversion report

  • Troubleshooting the Agent Outbound Conversion report

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