The Winners Report gives managers a detailed view of all winner events across your lists, including which agent closed the deal, the lead details, winner category, and associated call recordings.
Requirements: This report is available to Account Managers and Account Owners only.
Accessing the Report
Go to Reports -> Winners (the label matches your account's winner disposition name, e.g., "Winners" or "Sales").
Filtering the Report
Use the filter panel to narrow down results:
Timeframe - select a preset (today, this week, this month, etc.) or a custom date range.
Lists - select one or more lists to include.
Agents - filter by specific agents (optional).
Categories - filter by winner categories (optional, based on categories defined in your lists).
Reading the Report
Each row shows a single winner event:
Column | Description |
Date | When the lead was marked as a winner |
Agent | The agent who closed the deal |
Lead | The lead name (click to view lead details) |
List | Which list the lead belongs to |
Category | The winner category assigned |
Recordings | Up to 3 call recordings made before the winner event |
Call recordings are embedded with a media player -- click play to listen directly in the report.
Exporting to Excel
Click the download button to export the report as an XLSX file. The export includes:
All visible columns (Date, Agent, Lead, List, Category)
Up to 3 recording URLs per winner event (as clickable links)
The export is generated in the background and downloaded automatically when ready.