Agent Reporting in Sparkforge: Track Team Performance
Agent Reporting shows team-level opportunity, conversion, SMS, email, and call performance with leaderboards and date-range comparisons. Available on Sparkforge Pro.
Agent Reporting gives agency owners a single view of how each team member is performing across opportunities and communications. Find it under Reporting → Agent Reporting in the left-hand menu. The report is included on the Sparkforge Pro plan.
What's in the report
- Team overview — high-level performance across the whole team.
- Opportunities view — stats, conversion rates, SMS and email volume, call metrics, and efficiency scores per agent.
- Leaderboard — most opportunities created and most opportunities won.
- Date-range comparison — stack two ranges side by side to see week-over-week, month-over-month, or quarter-over-quarter movement.
Building deeper or custom views
For metrics not covered by the built-in report, use Custom Dashboards. You can drag in custom widgets that pull from any tracked area of Sparkforge — contacts, pipelines, conversations, calls, payments — and arrange them to match how your team actually reviews performance.
Frequently Asked Questions
Which plan includes Agent Reporting?
Agent Reporting is available on the Sparkforge Pro plan.
Where is Agent Reporting in the menu?
In the left-hand menu under Reporting → Agent Reporting.
Can I compare two time periods in Agent Reporting?
Yes. The report supports side-by-side date-range comparisons so you can measure trends over time.
What if I need a metric that isn't in Agent Reporting?
Use Custom Dashboards. You can add widgets that pull from any tracked area of Sparkforge to build a view that matches how your team works.
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