Our Smart List Progress Report gives you a clear overview of the activity across a specific campaign — or all your campaigns — in the current or previous month.

🧠 PRODUCT INSIGHT: The Updated at timestamp dynamically updates to show the latest activity across your report. If there hasn't been recent activity, the timestamp may not display a recent time. Rest assured, your report refreshes about every 10 minutes, providing reliable insights into your Smart List progress.

💡 TIP: Another way to track your progress is by looking at the Smart Lists Completed So Far widget on the Welcome page.

This widget displays your Smart Lists completed so far, the number of accounts you have left to contact, and whether or not you’ve hit or exceeded your goal.

You can even see more granular details about your progress by hovering over # of accounts left to goal. Note that this updates about every 10 minutes as well.

How to Use This Report

Choose Your View
Apply Filters
Analyze Smart List Progress

1. Choose Your View

Select a tab to analyze a high-level view that suits your data analysis goal. Choose from options such as View by Rep or View by Store.

For users with enhanced permissions, you may also have access to View by Region and View by District.

2. Apply Filters

To narrow down your analysis, use filters such as Date, Smart Lists, Sales Rep, Store, and Brand.

Filter	Meaning
Date	The month of activity you’re interested in.
Campaigns	The name of the Smart List. Select All to see every Smart List except Leads, or select one to narrow down your analysis.
Sales Rep	The full name of the Sales Rep — select All to view collective performance metrics or select a Sales Rep to evaluate their individual outreach efforts.
Store	The store name — select All to review aggregate performance across all locations or select a Store to analyze store performance and local customer engagement.
Brand	The product brand name — this filter will only appear if your dealer supports multiple product brands; if so, select All to see all brands or select a specific brand to focus your analysis on that brand’s products or services.

3. Analyze Smart List Progress

Column	Meaning
Store ID	The unique identifier for each store or location.
Store Name	The name of the store or location.
Sales Rep ID	The unique identifier assigned to each Sales Rep.
Sales Rep	The full name of the Sales Rep.
Accounts in List	The number of customer accounts on a Smart List. A customer on more than one Smart List, or on a Smart List across two months, is counted once for each. This column in the “View by Rep” view shows accounts on a Smart List assigned to individual Reps. This column in the “View by Store” view shows accounts on a Smart List assigned to individual stores.
Statflo DNC	Customers on the Smart List who can no longer be contacted at all — every contact on the account has opted out of both texts and calls, whether they asked through Statflo or were on a carrier or national opt-out list. A customer who has opted out of texts only is not counted here.
External DNC	The part of Statflo DNC that came from a carrier-provided or national opt-out list, rather than from a conversation in Statflo. Partial opt-outs are excluded (because they can still be attempted).
Attempted	Customers the rep reached out to at least once while they were on the Smart List. Attempted counts a text sent, a call logged with an outcome (including No Answer or Left Voicemail), a logged email, or an in-store visit. A call logged as Wrong Number does not count.
% Attempted	% Attempted = Attempted / Accounts in List. The total number of customers on a Smart List contacted (Attempted) divided by the total number of customers in a specific Smart List (Accounts in List) for the month selected in the Date filter.
% 2nd Attempted	% 2nd Attempted = Customers who received a 2nd attempt / Customers eligible for a 2nd attempt. A customer is eligible to be attempted a second time if: They were attempted. They were not reached. They are not opted out. A 2nd attempt is counted if: There is a second attempt during the campaign. The second attempt happens on a different calendar day than the first. Note: Several messages or calls on the same day count as one attempt.
Reached	The total number of customers on a Smart List who: Responded to the Sales Rep by text (including texting to opt out). Had a call or email logged with a result showing they engaged, such as Interested or Not Interested. Visited the store. Calls that weren't answered or went to voicemail, and email auto-replies, don't count as reached.
% Reached	% Reached = Reached / Attempted. The total number of customers on a Smart List that responded (Reached) divided by the total number of customers contacted by Sales Rep (Attempted) for the month selected in the Date filter.
% Left Hanging	% Left Hanging = Customers left hanging / Customers who replied after initial interaction. A customer is included in this metric if: They sent at least one reply to the rep. They are not opted out. A customer is considered “left hanging” if they reply to the sales rep’s initial message and do not receive any follow-up text from the rep afterward. Note: Only a text reply can clear Left Hanging status — a call or email follow-up will not. Examples: Rep messages customer → Customer replies → No further reply from rep → counted as left hanging Rep messages customer → Customer replies → Rep replies again → not left hanging Rep messages customer → Customer replies → Rep replies again → Customer replies again → not left hanging (rep already responded after first reply) Rep messages customer → Customer Opts-Out → excluded from % Left Hanging calculation Rep messages customer → No Reply from customer → excluded from % Left Hanging calculation Rep messages customer → Customer replies → Rep calls back → still left hanging (only a text reply counts)
Eligible Subs	The total number of Subscribers on customer accounts that are eligible for a Smart List.
Meetings	The total number of meetings booked by a Sales Rep for the month selected in the Date filter. Please note that this count may also include meetings that are booked for dates outside of the selected month.
Avg. Call Duration	The average length of a phone call recorded in-app.
Accessories Revenue	The revenue generated from the sales of accessories that can be attributed to an attempt made by a Sales Rep through a Smart List for the month selected in the Date filter. This may include cases, chargers, headphones, and more. Refunded accessories are excluded from the total.
% Assigned	% Assigned = Accounts assigned to a rep / Accounts in List. The percentage of accounts assigned to a rep. Calculated at the store, district, or region level. *Note:* When filtering by a past month, the data reflects the current state, not a historical snapshot. As a result, accounts that were assigned during that period may appear unassigned if their assignment has since changed.

💡 TIP: Customize your Smart List Progress Report view by clicking the "eye" icon on the right side of the table and then deselecting which columns you'd like to hide.

Coaching Tips

🏆 Coaching Tip #1: Maximize Outreach Efforts

From the start until the 10th of the month, encourage your Sales Reps to attempt 100% of customers in their Smart Lists (Accounts in List = Attempted) by sending out Chat Starters.

If a Sales Rep’s number of customers attempted is much lower than the total number of customers, give your Sales Rep a gentle nudge to send out their Chat Starters.

🏆 Coaching Tip #2: Enhance Follow-Ups

From the 11th to the 20th of the month, encourage your Sales Reps to respond to all customers who replied (% Left Hanging) and follow up with those they haven’t heard back from yet (% 2nd Attempted).

This is a great time to coach on the quality of follow-ups. Could your rep ask more probing or open-ended questions? How did they handle objections? Was there a clear next step, like booking a meeting or inviting the customer in-store?

🏆 Coaching Tip #3: Deepen Customer Relationships

From the 21st to the end of the month, encourage your Sales Reps to continue replying to all customers who responded (% Left Hanging) and to follow up with those who haven’t replied yet (% 2nd Attempted).

Emphasize the importance of genuine conversations over aggressive selling. The goal is to foster helpful conversations — these will naturally lead to sales.

Happy reporting!

Smart List Progress Report Guide