Disposition Summary Report for LeadStreams

✅ Summary:
This training video focuses on the Disposition Summary Report in PhoneBurner’s LeadStream reporting suite. The report gives team admins insight into how team members are using call outcomes (dispositions) during LeadStream dialing sessions—helping identify trends, productivity, and areas for coaching.

Key Highlights:

• Access Path:
  • Go to Team > Reports > LeadStream Reports
  • Select Disposition Summary Report
• Filtering Options:
  • Filter by date range (preset or custom)
  • Filter by specific team member or entire team
  • Filter by individual LeadStream or all LeadStreams
• What It Shows:
  • A breakdown of all dispositions used on calls made via LeadStream
  • Most-used dispositions (e.g., “Left Message”)
  • Helps assess team call outcomes and identify follow-up trends or rep performance
• Export Feature:
  • Download as CSV for deeper analysis
  • Export includes:
    • Caller
    • Contact info
    • Lead source
    • Date added
    • Last call date
    • Total calls
    • Disposition result

🏷️ Tags:
disposition summary, leadstream reports, call outcomes, call analytics, rep productivity, admin tools, outbound calling, phoneburner reports, team management, sales performance

📝 Cleaned-Up Transcript:

For those of you team admins using LeadStream to help your organization be as effective and efficient with PhoneBurner as possible, it’s essential that you understand what reports are available beyond the general reporting dashboard. That’s what we’ll be covering in this training video.

This video is part of a series of LeadStream-specific trainings, and here we’re going to focus on one report in particular: the Disposition Summary Report.

Accessing the Report

The best way to access LeadStream reports is:

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

This takes you to the LeadStream-specific reporting area. You'll see several report types listed here.

For this training, we’re selecting Disposition Summary.

Filtering Options

Once selected, scroll down and configure your report:

1. Date Range:
   • Choose a preset range (like “Last 30 Days”) or set a custom range.
2. Team Member:
   • View data for the entire team or drill down to individual users.
3. LeadStream:
   • View all LeadStreams or select a specific LeadStream to analyze.

Then, click Run Report.

Understanding the Report

This report shows a breakdown of dispositions, which are the outcome buttons your team uses during calls (e.g., “Left Message,” “Not Interested,” “Set Appointment”).

The key thing to remember is:
This data only reflects calls made to contacts through LeadStreams.
Calls made outside of a LeadStream will not appear here.

You’ll be able to see:

• The most frequently used dispositions
• Call outcomes by team member
• Trends in contact engagement

For example, in my demo account, the most common disposition used is "Left Message"—not surprising, but helpful in understanding team outreach effectiveness.

Filtering by Team Member or LeadStream

You can further break the data down:

• By team member: See how an individual rep is handling their LeadStream contacts.
• By LeadStream: Identify which dispositions are being used in each campaign or data type (e.g., “Hot Fresh Leads” vs. “Winbacks”).

This gives you a clearer picture of what's happening at a more granular level.

Exporting the Data

Click “Download Report as CSV” to export the data.

The CSV includes:

• Caller
• Contact name
• Phone number
• Lead source
• Date added to system
• Last call date
• Total call attempts
• Call result (disposition)

This data gives you a more detailed understanding of how your reps are engaging with leads and which outcomes are most common across your campaigns.

And that’s your overview of the Disposition Summary Report in LeadStream reporting.

I hope this helps you and your organization get the most out of PhoneBurner so you can improve your team's effectiveness and close more deals.

Thanks again, and happy dialing!