The P1 Tracker reports
Twenty-one reports in the P1 Tracker Dashboard folder, all built on Contacts & Accounts. There is not a Call Result among them — these count people, not calls.
"P1" means two different things
This is the thing to understand before reading any of them.
| "P1" in | Means |
|---|---|
| Best Phone Status | We have a good phone number for this person |
| Bucket Status | This person is a top-priority target |
Nineteen of the twenty-one reports filter on Best Phone Status contains P1 — so the dashboard's population is contacts we can reach, which is then broken down by where they have got to.
So "P1's with Nurture Bucket Status" means a contact with a good number whose status is Nurture — not a contradiction.
The population reports
Six tabular reports, each feeding a table tile grouped by Campaign // List Name.
All Contacts
| Filter |
|---|
| (none) |
Everything, as a baseline to read the others against.
All P1's
| Filter | |
|---|---|
| Best Phone Status | contains P1 |
| Bucket Status | not equal to Needs Attention |
Contacts with a good number that are not flagged as broken.
All P2's
| Filter | |
|---|---|
| Best Phone Status | contains P2 |
| Bucket Status | not equal to Needs Attention |
All P3's
| Filter | |
|---|---|
| Best Phone Status | contains P3 |
| Bucket Status | not equal to Needs Attention |
All Needs Attention
Filter logic 1 OR 2 OR 3 — any one of these is enough:
| # | Filter |
|---|---|
| 1 | Best Phone Status contains na |
| 2 | TitanX Intent equals Bad Data, Rejected |
| 3 | Bucket Status equals Needs Attention |
The only report here using OR logic. It gathers three unrelated kinds of broken — no usable number, rejected by enrichment, or flagged by a human — into one queue.
All Scorable
Filter logic 1 AND 2 AND 3 AND 4:
| # | Filter | Means |
|---|---|---|
| 1 | Best Phone Status equals (blank) | No number scored yet |
| 2 | Campaign // List Name does not contain batch | Exclude bulk-loaded lists |
| 3 | Number of Submissions not equal to (blank) | Has been submitted for enrichment |
| 4 | TitanX Intent not equal to Bad Data, Rejected | Not already rejected |
The enrichment backlog: contacts that could get a usable number but have not yet. If this is large, the pipeline is stalled upstream of the calling.
The callable-volume reports
Total P1's in a P1 List
| Format | Summary |
| Rows | Campaign // List Name, then Bucket Status |
| Filters | Best Phone Status contains P1 · Bucket Status equals P1 |
Good number and top priority — the genuinely callable population.
Total P1's in a Callable List
The same, with Bucket Status equals P1, Priority — so it also counts people already being worked. Feeds the stacked bar, stacked by Bucket Status.
Total P1's in a P1 List by Call Attempts
| Rows | FS Total Calls, then Campaign // List Name |
| Filters | Best Phone Status contains P1 · Bucket Status equals P1 |
Grouping by FS Total Calls is what produces the "how many have had 0 calls, 1 call, 2 calls…" distribution. The most diagnostic report of the twenty-one.
All P1's by Submission Pass
| Format | Matrix |
| Rows | Campaign // List Name |
| Columns | Number of Submissions |
| Filters | Best Phone Status equals P1 · Bucket Status not equal to Needs Attention |
How many enrichment passes it took to get a usable number, by list.
This is the only report using Best Phone Status equals P1 rather than contains P1. If the field ever holds anything beyond the bare score, this report will quietly count fewer people than its siblings. See the inconsistencies.
The six bucket tiles
All identical in shape — Summary, grouped by Bucket Status, filtered to Best Phone Status contains P1 plus one bucket value:
| Report | Bucket Status equals |
|---|---|
| P1's with Priority Bucket Status | Priority |
| P1's with Activated Bucket Status | Activated Lead, Meeting Scheduled, Unscheduled Intro Complete |
| P1's with Nurture Bucket Status | Nurture |
| P1's with Needs Attention Bucket Status | Needs Attention |
| P1's with DNC Bucket Status | DNC |
| P1's with Not in Swimlane Bucket Status | Not In Swimlane |
Together they account for where the reachable population has ended up.
The by-campaign reports
All Summary, grouped by Campaign // List Name, filtered to Best Phone Status contains P1.
Activated Leads by Contact Campaign
| Bucket Status equals |
|---|
| Activated Lead, Meeting Scheduled, Unscheduled Intro Complete, Not In Swimlane |
Priority Follow Ups by Contact Campaign
| Bucket Status equals |
|---|
| Priority |
Nurture, DNC, Not in Swim by Contact Cam
| Bucket Status equals |
|---|
| Nurture, Not In Swimlane, DNC |
Which lists are going nowhere — the counterpart to the activations report.
The follow-up backlog reports
Priority's - Days Since Follow Up Date
| Rows | a row-level text formula, not a field |
| Filters | Best Phone Status contains P1 · Bucket Status equals Priority |
The formula turns the follow-up date into a band — No Date Set, Future, 0–7, 8–14, 15–21, 22–28, 29+ days — so the report can group on it. A report cannot group on a raw date difference, which is the whole reason the formula exists. It is written out in Formula columns.
Priority's - Total Call Attempts
| Rows | FS Total Calls |
| Filters | Best Phone Status contains P1 · Bucket Status equals Priority · the formula ≥ 0 |
Here the same date-difference formula is numeric and used as a filter rather than a grouping:
TODAY() - Contact.Follow_Up_Date__c >= 0 means due today or overdue.
So the report reads: of the priority contacts whose follow-up is due, how many calls has each already had?
Inconsistencies worth knowing
These are in the live reports. None is obviously wrong, but each makes two tiles that look comparable not quite comparable.
| Where | What |
|---|---|
| All P1's by Submission Pass | Uses Best Phone Status equals P1; every other report uses contains |
| Activated Leads by Contact Campaign | Counts Not In Swimlane as activated; P1's with Activated Bucket Status does not |
| All Needs Attention vs P1's with Needs Attention | The first casts a much wider net — three OR'd conditions, and no Best Phone Status filter |
The second is the one to watch: the two "activated" tiles on the same dashboard are counting different things.
Where this fits
The dashboard reading these is P1 Tracker. What Bucket Status values mean is Statuses and call results.