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.