AtomicB2B Reporting Template Development

AtomicB2B Master Client Reporting Template Build a reusable and flexible master reporting template for AtomicB2B that can serve as the foundation for current and future client accounts. Phase 1 - September Set up the master report structure and reusable framework Establish standardized dashboard/front-page KPIs Build detailed and summarized reporting for inbound and outbound calls Include REHASH, Happy/CX, and FOLLOW UP call types within the reporting structure Capture call type, day/time, TRACKING1 results, booking details, producer, and booked revenue where available Ensure detailed underlying data can be summarized into comparable front-page metrics Make the framework flexible enough to accommodate differences in future client data sources Initial validation using existing client data Phase 2 - October Refine the master framework using new client data Adjust the structure for real-world source-data differences Finalize comparable reporting across clients Complete validation and polish the reusable template Prepare the framework for efficient onboarding of future AtomicB2B accounts The goal is to create a scalable reporting foundation that can be reused for future clients while allowing client-specific adjustments where necessary.