> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcsolar.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Review sales, calls and the heatmap

> See team activity and inspect the calls behind the numbers.

**Open:** **Reporting → Sales & Pipeline**.

## Customer engagement and lead sources

Review **Customer engagement cadence** for contact/follow-up context and the lead-source table for the displayed acquisition and outcome measures. Read the selected reporting period before comparing sources.

## Rep Phone Performance

1. Choose the phone-reporting period.
2. Review team totals.
3. Expand a representative.
4. Compare connected talk time, answered calls and total calls.
5. Review the outcome breakdown and activity heatmap.
6. Open a call's detail, recording or transcript where available.

The heatmap shows when recorded call activity occurred in the reporting timezone. Use it to discuss coverage and follow-up patterns. Inspect the individual calls to understand an unusual day.

Connected talk time is different from ringing time or number of attempts. Recordings and transcripts depend on capture and permissions; a missing recording does not mean no call happened.

## Use the numbers fairly

Check inactive members, attribution, period boundaries and inbound/outbound outcomes where shown. High call volume alone does not establish quality, productivity or sales success. Pair the data with customer outcomes and conversation context.

## ArgonixIntelligence in this workflow

CallIntelligence can help review a conversation when its transcript is available. Use the source recording for important details and the reporting brief for a starting point, not a performance verdict.


## Related topics

- [Use the Sales dashboard](/reporting/sales.md)
- [Run your sales day](/customers/daily-routine.md)
- [Your first chapter with ArcSolar](/sales-onboarding.md)
- [Use Argonix CallIntelligence](/customers/call-intelligence.md)
- [Welcome to ArcSolar](/index.md)
