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.

✨ What’s New:

We’ve added three new columns to provide deeper insights and greater visibility into your campaign performance.

% 2nd Attempted — The percentage of follow-up messages sent to customers after the initial outreach.
% Left Hanging — The percentage of customers who were the last to respond and have not yet received a reply from the rep.
% Assigned — The percentage of accounts that have been assigned to a rep.

We’ve also refined the way Reach Rate is calculated. It is now based on the percentage of reached accounts out of those that were actually attempted, rather than all accounts. This provides a more accurate view of outreach effectiveness by focusing only on contacted accounts, removing noise and helping teams better assess rep performance and optimize their strategies.

🧠 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 15 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 15 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.
Smart Lists	The name of the Smart List — select All for a comprehensive overview or select a Smart List 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. 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	If relevant, the total number of customers on a Smart List who have opted out (through requests from customers via texts/calls and uploaded files) for the month selected in the Date filter. Partial opt-outs are excluded (because they can still be attempted).
External DNC	If relevant, the number of customers on a Smart List who have opted out (only through uploaded files) for the month selected in the Date filter. Partial opt-outs are excluded (because they can still be attempted).
Attempted	The total number of customers on a Smart List that the Sales Rep has contacted for the month selected in the Date filter.
% 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 activity during the campaign. The second activity happens on a different calendar day than the first.
Reached	The total number of customers on a Smart List that responded to the Sales Rep by text or answered a phone call for the month selected in the Date filter.
% 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 didn't receive a reply from the sales rep after their message.
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.
% 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!

How do I use Smart Lists?

How do I track my progress with a Smart List or Campaign?

Sales Rep Quick Reference Guide

Cheat Sheet

Onboarding & Offboarding

Smart List Progress Report Guide