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Agent and team performance reports
If you have multiple users, you'll want to see how each is performing. Intellivizz CRM tracks activity, response time, and revenue at the user level.
Key user-level metrics
| Metric | Definition | Why it matters |
|---|---|---|
| Conversations handled | Threads where the user sent at least one outbound message | Workload distribution |
| Avg first response time | Time from inbound message to user's first reply | Customer satisfaction signal |
| Appointments booked | Bookings attributed to this user | Front-line conversion |
| Opportunities created | New deals added to a pipeline | Sales activity |
| Opportunities closed-won | Deals moved to closed-won stage | Revenue contribution |
| Win rate | Closed-won ÷ (closed-won + closed-lost) | Sales effectiveness |
| Avg deal size | Total revenue ÷ deals closed | Quality of deals worked |
How to view agent reports
Go to Reporting → Agent Performance (or Sales → Performance)
Select date range
Filter by team, role, or specific users
Review the leaderboard or detail view
Click any user's name for an individual breakdown across the metrics above
TIP — Use leaderboards carefully
Public leaderboards drive activity but can also incentivize the wrong behaviors (low-quality lead capture to inflate numbers, cherry-picking easy deals). Pair any volume metric (calls made, leads added) with a quality metric (close rate, customer satisfaction) before celebrating winners.
