Herver Jimenez
Business Problem
Businesses often rely on multiple sales agents to move contacts through lifecycle stages (e.g. New Lead → Hot Lead → Customer). However, there is currently no native way to compare agent performance based on lifecycle progression or to filter and analyze conversions by agent and stage.
Without this visibility:
  • Business owners cannot identify which agents consistently achieve the highest conversion rates.
  • High-performing agents’ tactics cannot be easily studied or replicated.
  • Underperforming agents are harder to identify, limiting targeted coaching and improvement.
  • Managers lack clarity on how agents contribute at different lifecycle stages (e.g. handling Hot Leads vs closing Customers).
Desired Outcome
Enable lifecycle-based reporting that allows businesses to measure, filter, and compare agent performance across lifecycle stages.
This includes:
  • Viewing how many contacts each agent moves into key stages (e.g. Hot Lead, Customer).
  • Comparing conversion rates between agents at each lifecycle stage.
  • Filtering or segmenting reports/logs by agent and lifecycle stage.
  • Identifying top- and bottom-performing agents for coaching, optimization, and process improvement.