Lead Source Audit Report

Supervisors can use the Lead Source Audit report to understand how lead sources are used. This report enables the supervisor to make informed decisions on when to schedule additional calling and whether or not to retire a list.

The fields highlighted above are summary fields. In general: Available + Not Available = Not Finalized. If there are parked records or inactive sources, it is possible that these fields will not equal. Also, it is possible that multiple reasons are applied to a record. The Available and Not Available fields are derived from the non-highlighted fields shown below each header.

Lead Source Audit is one of the Personal Connection Outbound reports available from the Outbound Report Store.

Data in this Report

The Lead Source Audit report has multiple columns that present data attributes and metrics. The table below provides a description for each column.

Column	Description
Source	Name of list source.
Loaded	Total number of records that were loaded.
Scrubbed	Number of records not callable due to DNC match or minimum fields not correctly populated.
Net	Loaded – scrubbed.
Total Finalized	Number of records that have received a final outcome to date.
Net Penetration Rate	Finalized/net records.
Gross Penetration Rate	Finalized/loaded records.
Agent Final	The number of records finalized by an agent.
Total System Final	Records that have received a final outcome assigned by the system.
Final – Suppressed	Calls that were finalized by the suppression engine.
Check-in Other	Records that were checked in and not finalized. For example, calls that were expired and checked into the CRM Third-party systems that manage such things as contacts, sales information, support details, and case histories., no longer available for calling.
Available	Total records available for calling.
Maximum Attempts	Available records that are NOT READY, due to reaching maximum attempts.
Deactivated	Records that were part of the deactivated list. They are not reachable unless reactivated.