Brightspeed Outbound Sales reports

Task: Create reports following specified formatting to show outbound metrics such as lead count, dials, attempts and sales by list.

Download Sql Code for List Stats by Day/Week/Overall

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Show Sales counts and MRR

Download Sql Code for Sale details in List stats report

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Report to show product sales with overall quantity and price

Data grouped to show overall sales stats by LeadID but with a break down of products and quantity/price

Download SQL code for Sales Products

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Report requirements to allow filtering by Record ID, Disposition, or phone number to look up customer calls.

Filters included in stored procedure parameters to allow bypass if parameter = null and show all rows if no filter was selected.

Download SQL code for Call Details

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Lead Reassignment query

Screenshot of a query I developed to randomly assign a percentage of leads to a selectiong of agents.

This enabled us to only assign some leads for agents to call while keeping the other leads unassigned until needed. The task required a temporary table to hold a subset of leads to prevent needing to define the leads subset multiple times throughout the query. I used AI to help determine how to randomly match each item in the subset of leads to a random agent and then looped through the lead list subset so that each agent was assigned around the same number of leads.