Lead routing · Monitoring & analytics

See exactly where every lead went — and why.

Track round-robin throughput, records assigned per rep, response times and SLA compliance in one place. Every routing decision is logged, so you can prove what happened instead of guessing.

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100% Salesforce-native

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A screenshot of Distribution Engine, the lead routing tool from NC Squared

Trusted for fair, fast routing by 20,000+ users since 2013.

The problem

Routing you can’t see is routing you can’t fix.

“Why did I get this lead?”

A rep disputes an assignment, and nobody can say what rule fired or who else was considered. The rotation gets blamed, then quietly overridden.

Nobody knows if it’s working

You changed the rules last month. Did response times improve? Is the split still even? Without throughput data, it’s a hunch, not a decision.

Native rules leave no trace

Salesforce assignment rules record the outcome, not the reasoning. There’s no log of which rule matched, or who was skipped and why.

In short

What is lead routing monitoring?

Lead routing monitoring is the reporting layer over your assignment rules: how many records each rep received, how fast they responded, whether SLAs were met, and how evenly work is being shared. Alongside it sits an audit trail — a record of every routing decision, including which rule fired and who was skipped. Distribution Engine logs all of it inside Salesforce, so throughput, response times and SLA compliance are reportable and dashboardable like any other object.

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Beyond the basics

The numbers behind every assignment.

Not just what your routing did — but whether it’s working, and where it isn’t.

Throughput & distribution

See how many records each rep, team and queue received — and whether the split is as even as you think it is.

Response times & SLA compliance

Track how quickly leads are actioned, who’s meeting their SLA and who’s slipping — by rep, team, queue or source.

A full audit trail

Every decision logged: which rule matched, who was considered, who was skipped and why. Answer “why did I get this?” in seconds.

Alerts when routing goes wrong

Get told when leads are stuck, a queue is backing up, or a team is at capacity — before it shows up in the pipeline review.

Prove the change worked

Compare response times and throughput before and after a rule change, so routing decisions are backed by evidence.

Native Salesforce reporting

It’s all standard Salesforce data — build reports and dashboards with the tools you already use. No export, no separate BI seat.

Distribution Engine vs. native Salesforce

How routing analytics compares to native Salesforce.

Salesforce reports beautifully on the records themselves. What it can’t tell you is how they got there.

Capability
Native Salesforce
Distribution Engine
Even round robin rotation
Weighted distribution
Capacity caps & live workload balancing
Availability, shifts & out-of-office
Skills, territory & account matching
Limited
Auto-reassign on SLA breach
Round robin any object (not just Leads)
No-code edits by the team that owns the work
Audit trail & reporting in Salesforce
Basic
Capability
Native Salesforce
Distribution Engine
Report on records per rep
Yes
Round-robin throughput analytics
Response time & SLA compliance by rep
Basic
Audit trail of which rule fired
Log of who was skipped, and why
Alerts on stuck leads & backed-up queues
Before/after comparison on rule changes
Reportable with standard Salesforce tools
Yes
The Payoff

Decisions backed by evidence.

97
%
routing accuracy
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across customers
8
hrs
saved every day
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<
10
min
average response time
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across customers
40
%
higher lead conversion
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"I cannot say enough wonderful things about this app! It gives our teams the flexibility to manage the assignment rotation how they need to without investing multiple hours each day into the manual distribution of cases."

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Becca Allen
Product Manager, Salesforce Configuration Lead
Get started

Stop guessing what your routing is doing.

See routing analytics on your own org’s data. You can trial Distribution Engine for free, or get in touch if you’d prefer to chat.

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Your questions answered.

Routing analytics & monitoring FAQs.

What is lead routing monitoring?

Is there a Salesforce lead routing tool that shows team performance?

Can I get analytics on round-robin throughput?

Can I see why a particular lead was assigned to a rep?

Does Salesforce report on lead assignment natively?

Will I be told when routing goes wrong?

Can I prove a routing change actually improved things?

Do I need a BI tool to use this?

How is round robin in Distribution Engine different from native Salesforce assignment rules?

Can I weight round robin so some reps get more leads?

How do I keep round robin fair when reps are on holiday or out of office?

How do I route leads by territory and still keep round robin?

Can I round robin cases and other objects, not just leads?

What happens if a rep doesn't action their lead in time?

Is it really no-code?

How does Distribution Engine compare to other round robin tools?

Is Distribution Engine Salesforce-native?

Does workload routing work alongside round robin?

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