What is the Sales Call Handling Report?
The Sales Call Handling Report shows what happens after a lead connects with your sales team. It focuses on how incoming calls are answered, handled, and converted into booked opportunities, revealing where revenue is captured and where it is lost due to missed or mishandled calls.
This report connects call handling behavior to real business outcomes, including quotable calls, booked calls, quote value, sales value, and wasted spend. It provides visibility into the sales-side performance that directly impacts ROI after marketing has already delivered the lead.
Why Use the Sales Call Handling Report?
Marketing performance only tells part of the story. Even high-quality leads can fail to turn into revenue if calls are missed, answered too slowly, or handled inconsistently.
The Sales Call Handling Report provides visibility into the entire sales call handling funnel, helping you understand whether revenue gaps are caused by lead quality or by what happens after the phone call. Instead of assuming marketing is the issue, you can see exactly where calls break down in the sales process.
This report helps you:
- Identify where incoming calls are missed.
- See how consistently calls are answered and converted into opportunities.
- Understand how call handling impacts quote value and sales value.
- Quantify wasted spend caused by missed or mishandled calls.
- Compare call handling performance across reps, time periods, and call types.
With this visibility, teams can focus on fixing the real bottlenecks instead of guessing.
Examples of How Businesses Use the Sales Call Handling Report
The Sales Call Handling Report is used by agencies, business owners, and operations teams to improve revenue without increasing ad spend:
- Agencies: Show clients exactly where good leads are being lost after the call connects, helping protect marketing budgets.
- Business owners: Identify missed calls, booking gaps, or inconsistent call handling that quietly reduce revenue, even when lead volume is strong.
- HVAC and Home Services: Spot peak call windows where missed calls are highest and adjust staffing or overflow coverage to recover lost opportunities.
- Sales managers: Compare call handling performance across reps to identify coaching opportunities and improve booking consistency.
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