The Organization Outbound Performance report gives BDC managers and leaders one store-level view of outbound campaign conversion — enrollment, dials, contacts, callbacks, appointments, and show results — so you can compare organizations without stitching together separate reports.

Teams use the Organization Outbound Performance report to see how outbound campaigns convert by Organization / Store. It combines enrollment volume, outbound phone outreach, callback handling on outbound campaigns, email and SMS appointment contributions, scheduled appointments, and show rates in a single dashboard.

The Organization Outbound Performance report is an interactive dashboard in Reports. Each row in the organization performance table represents an Organization / Store (and may include a Campaign column when your view breaks results out by campaign). 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 table refresh together.

To get started with the Organization Outbound Performance report, you need:

Follow these steps to get started with the Organization Outbound Performance report:

When the Organization Outbound Performance report is working for you, you see summary tiles and an organization 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.