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Reports

External Calendars Report
Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

External Calendars Report

The External Calendars report helps you review appointment performance for appointments associated with external calendar sources. Use this report to filter appointment activity, compare outcomes, and review appointment details within the selected reporting period.

This report is for reviewing appointment performance. It does not change or manage calendar connections.

Open the Report

  1. In LeadCenter.AI, select Reports in the left sidebar.
  2. Open Appointment Performance Reports.
  3. Select External Calendars .

This report updates every 15 minutes, so the latest data may not appear immediately.

Set the Reporting Period

Use the date-range control to select the reporting period for the report. The summary cards, charts, and appointment list respond to the selected date range and filters.

Filter the Report

Use the filters at the top of the report to narrow the appointment data shown throughout the page.

Available filters include:

  • Meeting Status
  • Advisor
  • Meeting Category
  • Lead Source
  • Lead State
  • Lead Stage
  • Calendar Source
  • Won or Lost

Select Reset Filters to clear the selected filters and return the report to its default view.

Review Summary Cards

The summary cards provide a quick view of appointment volume and outcomes for the selected reporting period and filters.

  • APPOINTMENTS: Total appointments matching the current filters.
  • KEPT: Kept appointments, with rate information where available.
  • CANCELLED: Cancelled appointments, with rate information where available.
  • NO SHOW: No-show appointments, with rate information where available.

Review Report Sections

The report includes several sections for reviewing appointment performance from different views.

Section What it shows
Timeline Appointment activity over the selected reporting period.
Meeting Status Appointment results grouped by meeting status.
Appointment by Advisor Advisor performance with Set, Kept, and % Kept values.
Appointments by Category Appointment activity grouped by meeting category.
Appointments by Lead Source Appointment activity grouped by lead source.
List of Appointments A detailed list of appointments matching the current filters.

Review the Appointment List

The List of Appointments provides appointment-level detail for the selected reporting period and filters.

The list includes:

  • Advisor
  • Meeting Date
  • Client Name
  • Meeting Category
  • Lead Stage
  • Lead Source
  • Meeting Status
  • Source Calendar

Download the Report

Select Download (PDF) to download the current report view as a PDF.

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Need more help?

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