Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
The Communication report breaks down your team's calls, texts, and emails — volume, connection rates, and quality — so you can see not just how much outreach happens, but how much of it lands.
Opening the Communication Report
- In the left menu, go to Reporting → Communication.
The report opens on Call Accountability, with Text Accountability and Email Accountability views listed on the left.
Setting the Time Range and Scope
The toolbar matches the other reports: a preset range (Today, Yesterday, 7D, 30D, 3M, 6M, or Custom), an Office scope, a Leads selector, a filter icon, a Last Updated stamp, and a refresh icon.
Reading Call Accountability
- Metric cards with sparklines show Calls Made, Calls Received, Leads Called (OB) (outbound), and Leads Called (IB) (inbound).
- The Call Performance section has an Outbound / Inbound toggle. Inbound shows Calls Received, Talked Calls (IB), Convos More Than 2 Mins (IB), and Short Call Rate, each with a period-over-period change and a Break down … by trend chart.
Note: Metrics labeled (IB) count inbound calls and (OB) outbound; “call legs” beside a metric counts individual call attempts, which can exceed the number of leads.
Reviewing Texts and Emails
Switch to Text Accountability or Email Accountability on the left for the same style of volume and delivery metrics applied to your team's texting and emailing.
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
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