Agent Adoption - Reporting

Depending on whether you mean campaign or action plan when you say “campaign” see below:

For a campaign (group-based) you can tell how many leads are in the said campaign, broken out by agent, and brought into a report by checking for # of leads in group filtered by agent assignment.

For an action plan, you can essentially do the same thing, but instead of filtering by group for each agent, you filter by the action plan itself.

If you don’t want to wait you can:
Build a dashboard for your “Executive Report” via any reasonably open platform, I would recommend Google Data Studio
Get all agents via API
Use agent IDs to form URL queries filtering by
Curl to authenticate
Hit each page (leads/?agents%5B0%5D= . agentID
Grab the ‘.//span[@class = “leads__count”]’ to get the count
Send it to your SQL database, Google Sheets, Google Data Studio or whatever data source that feeds your dashboard of reports

You can do the same thing for leads < x calls by agent, Recently logged in agents / how many agents/users are logging in during a certain time (two different reports created from the same set of data (checking each user’s last logged in time and then doing some simple date math for your report) “//*[@id=“app__main”]/div[3]/div/div/div[2]/div[2]” is the XPath for the last logged in via the /agent/summary/?id=xyz page.

If you have any questions feel free to reach out. It’s pretty basic and can be set up in a day or two by most any competent freelancer if you don’t have someone in-house.

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