Sales Montana / Docs

Reporting

Analytics

What happened, sliced the ways that change a decision: by campaign, by rep, by hour of the day.

The numbers

Dials, connects, talk time and outcomes at every level. Every figure is anchored to your workspace's own business timezone, so a rep in one country and an admin in another see the same call in the same day.

Per rep

Activity and results side by side, which is the pairing that matters. A rep making plenty of dials with no conversations has a different problem from one having good conversations and not enough of them, and they need opposite conversations from a manager. Where call scoring is on, the score average sits next to the activity, so quality and quantity are visible together.

Per hour

Connect rate by hour of the day, on your own data. Usually the cheapest improvement available to a floor: same people, same list, different hours.

Agent activity

For managed floors, presence rather than output: who is on, who is on a break, when shifts started and ended. It records state changes only, never keystrokes and never content. It is off by default for self-serve workspaces.