Call Projection Report Definitions

Call Projection Report Definitions

Info
Module: Reports
Path: Reports > Media Reports > Call Projection Report
Topic: Call Projection Report
Version(s):  5.1 and up
Editions: Call Center

What Is Call Projection Report

This report projects call information based on performance metrics entered for campaigns and ad copies

Making The Connection

Where Will I See This Within OLX?


What Imports/Exports Relate to Call Projection Report?

  1. At this time there are no imports/exports related to the report

Setup

Preview



You'll notice control buttons displayed just above the results. Review Report Tools (orderlogix.com) article for more information on how to utilize each control button. :
  1. View Report  - Displays results
    1. Displays the toolbar 
  2. Hide Controls - Hides report filters
    1. Show Controls - Displays report filters
  3. Show Schedules  - Displays schedule editor
    1. Format filter will display at top of screen
    2. Delivery and Encryption tabs will display on bottom left of screen
  4. Show Instances - Displays list of previously ran and pending reports. Click on the status to review the job log.
  5. Close  - Close out of the report popup.

Report Definitions

Using Calendar Icon to Set Date(s) is a good article to review when running reports manually or scheduling for automation.

Filters

Filter
Definition
Date Type
  1. User Selected
    1. Allows the user to select any calendar day for start and end range.
  2. Last Week (S)
    1. The previous week starting with Sunday will automatically be set in the Date Range
  3. Last Week (M) 
    1. The previous week starting with Monday will automatically be set in the Date Range
  4. This Quarter
    1. Date Range will set to the current quarter based off the current date and which quarter it falls in:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  5. Last Year
    1. Jan 01 of previous year to Dec 31 of previous year
  6. Last Month
    1. Day one of previous month to the last day of the previous month
  7. This Week (S) - Sunday
    1. Current week from Sunday to the following Saturday
  8. This Week (M) - Monday
    1. Current week from Monday to the following Sunday
  9. This Month
    1. First day of current month to last day of current month
  10. This Week to Date (S) - Sunday
    1. Sunday of current week to current date
  11. This Week to Date (M) - Monday
    1. Monday of current week to current date
  12. This Month to Date
    1. First day of current month to current day
  13. Tomorrow
    1. Current day plus one
  14. Now to End of Week (S) - Sunday
    1. Current day the next Sunday
  15. Now to End of Week (M) - Monday
    1. Current day to the next Monday
  16. Now to End of Month
    1. Current date to last day of the current month
  17. Now to End of Year
    1. Current date to Dec 31 (current year)
  18. Last Quarter
    1. Date Range will set to the previous quarter based off the current date and which quarter it falls in:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  19. This Quarter To Date
    1. Date Range will set to the current quarter based off the current date up to the current dates data:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  20. Year to Date
    1. Jan 01 (current year) to current date
Fiscal Week (only shows during manual run when utilizing User Selected Date Type)
This will set the below Fiscal Week and Date Range to the first available date range within the year selected
Date Range
The start date of the media schedule
Time Range
The start time of the media schedule
Report Layout
3-layer filter to display report data (see Grouping below)
Expand
  1. None
    1. will not expand any of the selected groupings and only show the first layer of the Groupings set in Report Layout
  2. One
    1. will expand only the first Grouping to display the first and second layer of the Groupings set in Report Layout
  3. Two
    1. will expand all Groupings to display all layers of the Groupings set in Report Layout
Format (only shows when setting up a schedule)
This is the format that the report will export in:
PDF
Excel
CSV
The client of the campaign of the ad copy the media schedule belongs to
Show Inactive (Client)
Show in the report:
Checked - show active and inactive Clients
Unchecked - only show active Clients
The campaign of the ad copy the media schedule belongs to
Show Inactive (Campaign)
Show in the report:
Checked - show active and inactive Campaigns
Unchecked - only show active Campaigns
Media Type
The media type of the ad copy the media schedule belongs to
Station
The station of the media schedule
Show Inactive (Station)
Show in the report:
Checked - show active and inactive Station
Unchecked - only show active Station
Ad Copy
The ad copy the media schedule belongs to
The ad type of the ad copy the media schedule belongs to
Show Inactive (Ad Type)
Show in the report:
Checked - show active and inactive Ad Type
Unchecked - only show active Ad Type
  1. Show All
    1. show all media schedule
  2. Show only Media Schedules that ran
    1. media schedule has the 'is DNR' checkbox UNchecked
  3. Show only Media Schedules that did not run
    1. media schedule has the 'is DNR' checkbox checked
The media format of the media schedule
Show Inactive (Media Format)
Show in the report:
Checked - show active and inactive Media Format
Unchecked - only show active Media Format


Grouping/Report Layout

Grouping
Definition
The ad copy the media schedule belongs to
The ad type of the ad copy the media schedule belongs to
The campaign of the ad copy the media schedule belongs to
The date of the media schedule start date
Day of Week
The day of week of the media schedule start date
The media format of the media schedule
The media type of the ad copy the media schedule belongs to
The hour of the media schedule start time
The half hour of the media schedule start time
The station of the media schedule




 Column Definitions

Column
Definition
# IN
(Calls Per K (from Ad Copy or Media/Ad Type relationship if no Ad Copy Calls Per K is defined) * Spend Amt (from Media Schedule)) / 1000 
# ANS
# IN * Calls Ans Rate (from Campaign Performance Metrics)
# SHORT
# IN * Calls Short Rate (from Campaign Performance Metrics)
# DROPPED
# IN * Calls Dropped Rate (from Campaign Performance Metrics)
AVG TALK TIME
Avg Talk Time (from Ad Copy or Media/Ad Type relationship if no Ad Copy Avg Talk Time is defined)
TOT TALK TIME
AVG TALK TIME * # IN
# AGENTS NEEDED
(# ANS * AVG TALK TIME) / (Efficiency Rate (from Campaign Performance Metrics) * 60)
# ORDS
# ANS * Order Close Rate (from Campaign Performance Metrics)
# XSELL
# ORDS * Xsell Rate (from Campaign Performance Metrics)
# UPSELL
# ORDS * Upsell Rate (from Campaign Performance Metrics)
# ADDON
# ORDS * Addon Rate (from Campaign Performance Metrics)
# RUSH
# ORDS * Rush Rate (from Campaign Performance Metrics)
# AUTO/CTY
# ORDS * Continuity Rate (from Campaign Performance Metrics)
TOT REV
Rev Per Order (from Campaign Performance Metrics) * # ORDS
AVG TICKET
TOT REV / # ORDS (should = Rev Per Order from Campaign Performance Metrics)
REV PER CALL
TOT REV / # IN





Copyright 2019
Revised 5.27.2026

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