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
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 |
|
Smart Lists |
|
Sales Rep |
|
Store |
|
Brand |
|
3. Analyze Smart List Progress
Column | Meaning |
Store ID |
|
Store Name |
|
Sales Rep ID |
|
Sales Rep |
|
Accounts in List |
|
Statflo DNC |
|
External DNC |
|
Attempted |
|
% Attempted |
|
% 2nd Attempted |
|
Reached |
|
% Reached |
|
% Left Hanging |
|
Eligible Subs |
|
Meetings |
|
Avg. Call Duration |
|
Accessories Revenue |
|
% Assigned |
|
💡 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!