Each month, we will be highlighting a question we receive often from current and potential customers. This month’s question: What kind of reporting can I get out of CallShaper?


CallShaper’s cutting edge dialing software aims to give you all the tools you need to streamline your business and maximize sales, and robust and detailed reports are crucial to achieving this goal. That’s why CallShaper offers a variety of different types of reports that will help you do just that.

The first category is real time reports. Available in the supervisor and manager interfaces, this data is constantly updated and can be viewed in real time throughout the workday. With real time reporting, you can see things like individual agent performance, team performance, total sales and sales by type (whether or not agents are successful with upsells, downsells and/or multiple product types). You can see how call volume changes throughout the day, which can help ensure your call center is staffed appropriately at all times. If you are using media to drive inbound calls, you can see which pieces of media customers are responding to. You can see the sources of the most successful leads and which lead sources may be played out. And if customers are not buying or agents are unable to close, you can get some clues as to why.

The second category of reporting is canned reports, or default reports that the dialer will produce on a regular basis, such as daily or weekly. These reports will show things like performance by agent, performance by media source, performance by time of day, time sheet tracking, inbound call tracking and disposition reporting (i.e. why callers aren’t panning out). These reports can be viewed in the software or they can be easily exported to save or share with other members of your team.

The third and final category is custom reports. CallShaper has the ability to track and record virtually any data related to your campaign, so if there is something specific you are interested in tracking and analyzing that is not included in one of the default reports then you can easily create your own. Or if you are interested in a few specific data points that are spread out across the existing reports, you can create one report that includes all of them so you have them in one place.

In other words, the short answer to this question is any type of reporting you want or need! To learn more about reporting and CallShaper’s other quality assurance mechanisms, schedule a demo today.