Access
Step 1 - Click Reports.
Step 2 - Click District Manager Snapsheet.
Step 3 - Click the icon (A) next to Call Tracking Reports: District Manager Snapshot and you’ll be brought back to Step 2. Confirm the date range listed (B) and use the filter option (C) to narrow your report, including updating the date range. You can export the report to another program by clicking (D).
Report Structure
Explanation
Location - lists all locations on your account, each in their own column. All data to the right of each location applies to that location
Calls (per location)
Total (A) - total number of calls (inbound & outbound)
Inbound (B) - total inbound calls
Outbound (C) - total outbound calls
Unprocessed (D) - total number of calls that are waiting to be processed by the manager
Leads (per location)
Total (A) - total Leads that were created at each facility
Active (B) - total number of Leads that are currently still being worked
Rented (C) - total number of Leads that have rented
Lost (D) - total number of Leads that did not rent; thus were cancelled
Followup (per location)
Manual (A) - total manager completed follow ups at each location
Auto (B) - total number of automatic follow ups that were completed
Delay (C) - total number of follow up delays
Avg Outstanding (D) - average number of follow ups that have yet to be completed
Collections (per location)
Completed (A) - total collections actions that have been completed
Error (B) - number of collections actions that did not go out due to an error
Excluded (C) - number of customers that have been excluded from receiving some collection action
Avg Outstanding (D) - average number of collections actions that have been scheduled but not yet executed
Promise to Pay (E) - number of Promise to Pay’s that were used by managers
Calls Inbound (F) - total number of calls that have come through the collections line
