Understanding Your Appointments Report
The Appointment Report helps Sales Managers track how well agents and ISAs are managing their appointments. It shows whether appointments are being set, held, missed, or left without an outcome—giving you a clear picture of how effectively your team is moving leads forward.
With the Appointment Report, you can:
This report breaks down all of those appointments and what those statuses are, giving you real time insight into your agent’s and ISA’s performance.
With the Appointment Report, you can:
See the total number of appointments created, held, not held, or missing an outcome
Filter results by agent, ISA, lead source, timeframe, or appointment type
Review detailed appointment records, including dates, outcomes, and lead information
Why It Matters
Appointments are the bridge between lead generation and closed deals. This report helps you understand how consistently your team is setting and holding appointments, so you can celebrate wins, spot gaps, and improve conversion.
Important Note: To ensure appointments appear and sync in your MaverickRE Appointments Report, they must be created using the Appointments Tool in Follow Up Boss.
📘 Related Article
Want the full details on how each number is calculated and what every tab shows? Check out the Appointments Report Breakdown for a step-by-step guide.