LeanData Routing Reports

Highlights

• 60+ pre-built reports, dashboards, and report types— including the Time-to-Action Dashboard with extended SLA timer metrics from LeanData's Track SLA node. Track SLA compliance and time-to-action beyond the formal SLA window, right out of the box.
• Understand how records are distributed and acted on— pre-configured Salesforce reports show routing volume, ownership, and outcomes without starting from scratch.
• Show LeanData's value to leadership— dashboards that make routing performance and revenue impact easy to show stakeholders.
• Find what to improve— get the insights to optimize performance across your revenue teams fast.

What LeanData Routing Reports does

Out-of-the-box Salesforce Reports and Dashboards, plus pre-built custom report types:

• Time-to-Action Reports & Dashboard (SLA compliance + extended timer tracking)

• Log Object Report & Dashboard (routing volume, ownership, outcomes)

• Round Robin Pool Reports (members, managers, settings)

• Territory Geo Report

• CC Inserted Object Reports (Hold Until / time-based routing)

• Scheduling Reports (Meeting Log + Authorization Status)

• Journeys Reports & Dashboard (Journey activity, members, and signals — with opportunity attribution)

Gives sales and ops leaders clearer visibility into key revenue processes and time-to-action.

Saves the time of building reports from scratch, so ops teams can build more efficient processes and demonstrate LeanData's value to their organization.

Every report is easy to adjust — clone any report type, each built on LeanData's reporting objects, and customize freely.