conduyt_agent_performance_report
Generate a report comparing each active rep's calls, conversations, appointments, deals, revenue, and talk minutes against prorated targets and peers, with attainment scores and team totals.
Instructions
Agent performance: every active rep's numbers for the window next to their targets and next to each other: calls, conversations, appointments booked, deals won, revenue, activities, talk minutes, each with the target prorated to the window (daily once per day, weekly per 7 days, monthly per 30.4375 days) and the attainment; a score per rep and a team row. userIds (up to 10) is the compare set. Spans clamp to 366 days; the definition comes back as definition.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | ISO end | |
| from | No | ISO start (omit both for the last 366 days) | |
| userIds | No | The reps to compare; omit for every active member |