Member Breakdown Report for LeadStreams

✅ Summary:
This LeadStream training video focuses on the Member Breakdown Report within the LeadStream Reports section of PhoneBurner. This report allows admins to analyze how individual team members are performing within a specific LeadStream, giving clear visibility into key metrics like total calls made, connections, connect rates, talk time, voicemails, and emails.

Key Highlights:

• Accessing the Report:
  • Navigate to Team > Reports > LeadStream Reports
  • Select Member Breakdown from the left-hand menu
• Filtering the Report:
  • Choose a date range (e.g., last 30 days)
  • Select a specific LeadStream (you cannot view all LeadStreams at once)
• Report Insights:
  • Breaks down performance by team member per LeadStream
  • Shows call totals, connect rates, talk time, and follow-up activity
  • Helps identify which team members are most effective in which LeadStreams
• Use Case Example:
  • A team organized LeadStreams by industry and reviewed this report to find reps with high connect rates per industry
  • Admins listened to those calls and used them to train the rest of the team
• Strategic Benefit:
  • Use data to match reps with LeadStreams where they perform best
  • Optimize resource allocation and coaching based on performance insights

🏷️ Tags:
leadstream reports, member breakdown, connect rate, call tracking, leadstream performance, rep analytics, outbound calls, report filtering, data-driven coaching, leadstream optimization

📝 Cleaned-Up Transcript:

Let's break it down. Welcome back for another LeadStream training video! This is part of the LeadStream training module, so if you haven’t watched the other videos yet, I highly recommend you go back and watch them. They’re designed to build on each other.

Sure, you can watch this video in isolation and still learn something, but certain features and settings won’t fully make sense unless you’ve gone through the whole module. As an admin, you want to be effective and efficient—and LeadStream is one tool within PhoneBurner that helps your team work more efficiently on outbound calls.

In this training, we’re talking about the reporting aspect of LeadStream.

Accessing LeadStream Reports

To access these reports:

1. Go to the Team tab
2. Click on Reports
3. On the left-hand side, select LeadStream Reports

LeadStream reports differ from standard PhoneBurner reports. The standard reports show data for every call made by every team member, regardless of source. LeadStream reports, however, focus specifically on team members and calls that are part of a LeadStream.

The Member Breakdown Report

Today, we’re looking at the Member Breakdown report.

Once you're on the LeadStream Reports page:

1. Select Member Breakdown on the left
2. Choose your date range (e.g., “Last 30 days”)
3. Select a specific LeadStream—you cannot choose all LeadStreams at once

When you run the report, it will show only the team members who made calls within that selected LeadStream during the specified date range.

Even though this is demo data (so there may not be much activity), the concept is what matters.

The report includes:

• Total calls
• Connected calls
• Connect rate
• Contacts called
• Talk time
• Voicemails left
• Emails sent

This is incredibly valuable for identifying top performers within each LeadStream and understanding where individual reps thrive.

Real-World Use Case

One team I worked with set up LeadStreams by industry. The admin would regularly review this Member Breakdown report to:

• Find the rep with the highest connect rate in each industry-specific LeadStream
• Listen to that rep’s calls
• Use those calls as training examples for the rest of the team

What they discovered was fascinating: Some team members consistently outperformed others in specific LeadStreams. It often came down to how well their style matched with the contacts in that particular industry. By spotting this trend, the admin could assign reps more strategically based on their strengths.

Why It Matters

This type of reporting gives you insights that general reports don’t offer. Instead of looking at everyone’s performance across the board, you're zooming into performance per LeadStream and per team member.

This can help you:

• Improve coaching
• Maximize each rep’s strengths
• Make the most out of your leads
• Drive better results from your outbound campaigns

You’ve got a service or product to help people—LeadStream reporting helps ensure you’re doing that as efficiently as possible.

That’s it for this training! I hope it helps you extract more value from your data and from the PhoneBurner platform. Thanks again, and happy dialing!