Follow-up Efficiency
The Follow-up Efficiency report summarizes how well your team handles follow-ups — showing open, closed, and delayed follow-ups per agent, along with the lead outcomes associated with those follow-ups.
Screenshot: Follow-up Efficiency report showing 7 stats cards and an agent-level follow-up table
follow-up-overview.png
1. Go to Reports → Lead Analytics → Follow-up Efficiency
2. Set a date range (e.g., Last 30 Days)
3. Capture the stats cards and the agent table
Save to:
2. Set a date range (e.g., Last 30 Days)
3. Capture the stats cards and the agent table
Save to:
static/img/screenshots/reports/follow-up-efficiency/follow-up-overview.pngSummary cards
Seven cards provide an overview of follow-up activity:
| Card | Color | What it shows |
|---|---|---|
| Total Follow-Ups | — | Total number of follow-ups in the selected period |
| Open | Orange | Follow-ups that are still pending |
| Closed | Green | Follow-ups that have been completed |
| Delayed | Red | Follow-ups that were completed past their due date |
| Resolved Leads | Cyan | Leads resolved as a result of follow-ups |
| Converted Leads | Purple | Leads converted to customers |
| Rejected Leads | Red | Leads rejected or lost |
Agent table
The table shows follow-up metrics per agent:
| Column | Description |
|---|---|
| Agent | Agent name |
| Total Follow-Ups | Total follow-ups assigned to this agent |
| Open Follow-Ups | Follow-ups still open/pending |
| Closed Follow-Ups | Completed follow-ups |
| Delayed Follow-Ups | Follow-ups completed after the due date |
| Resolved Leads | Leads resolved by this agent's follow-ups |
| Converted Leads | Leads converted by this agent |
| Rejected Leads | Leads rejected by this agent |
| Average Follow-Ups Per Lead | Average number of follow-ups per lead for this agent |
All columns are sortable.
info
This report does not have a drill-down view. It provides agent-level summary data only.
Filters
| Filter | Options | Default |
|---|---|---|
| Date Range | Custom date picker with presets (follow-up date range) | Last 30 Days |
| Agent | Multi-select dropdown of agents/users | All agents |
Click Apply to update the report, or Reset to return to defaults.
Export
Click the Export button to download the report as an Excel file.
Tips
- Watch delayed follow-ups — A high delayed count means agents are missing their follow-up deadlines, which can hurt customer relationships
- Compare agent workloads — If one agent has significantly more follow-ups than others, consider redistributing leads
- Track conversion correlation — Agents with more follow-ups per lead often have higher conversion rates — use the "Average Follow-Ups Per Lead" column to verify this
- Address high rejection rates — If an agent has a high rejected-to-converted ratio, they may need coaching on lead qualification