Triage Performance
Inflow
Leads ReceivedAll leads in range
Open · In ProgressUntriaged, under 72h
Leads WorkedAny triage trace: decision, tag, booking or hand-off
AbandonedUntriaged, over 72h
Dispositions
Qualified0% of worked
Sent to SalesField set · 0 in a Sales pipeline
Qualified · Needs TimeYes · still needs time
No AnswerCould not be reached
Contacted · No DecisionAnswered or booked, field not set
Disqualified0% of worked
Existing ClientAlready a client
Paid ConsultationConsultation offered
Booked with SalesLeads in range with a sales consultation
Outcome Against Target
Select a date range to see per-day pace against the 20/day target
| Outcome Metric | Current | Prior Period | Target | Status |
|---|---|---|---|---|
| Qualified Leads / Day | … | — | 20 | — |
| Qualified Leads (all time) | — | — | — | |
| Leads Worked | — | — | — |
Quality KPIs by Agent
Agent columns use first-touch attribution (who first worked the lead). Team is every lead in range, so the columns need not add up to Team.
| Quality KPI | Team | Prior Period | Trend |
|---|---|---|---|
| Leads Worked | 0 | — | — |
| Qualified Leads | 0 | — | — |
| Qualification Rate | 0% | — | — |
| Open · In Progress (<72h) | 0 | — | — |
| Abandoned (>72h) | 0 | — | — |
Call Handling
Marketing tracking lines only. Calls to agents' direct lines belong to Sales and are not counted here.
Inbound CallsIn range
Answered
MissedClick to follow up
Answered by Triage
Answered by Smith AI
Answer RateAnswered / inbound
Inbound Calls by Source
| Source | Total | Answered | IVR / prompt | by Triage | by Smith AI | Missed | Voicemail | Answer Rate |
|---|---|---|---|---|---|---|---|---|
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Disqualification Reason
| Reason | Count | Share |
|---|---|---|
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