LeanData Routing Reports
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.
Top keywords
- reports7×6.03%
- report5×4.31%
- dashboard3×2.59%
- leandata's2×1.72%
- log2×1.72%
- members2×1.72%
- object2×1.72%
- ops2×1.72%
- processes2×1.72%
- reports dashboard2×1.72%
- routing2×1.72%
- time-to-action2×1.72%
Super Round Robin | Assign Leads, Cases, Opportunites and more...
Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.
Top keywords
- custom3×1.82%
- fields3×1.82%
- leads3×1.82%
- time3×1.82%
- advanced2×1.21%
- assign2×1.21%
- assignment2×1.21%
- capacity2×
