Access
Step 1 - Click Reports.
Step 2 - Click District Manager Snapsheet.
Step 3 - Click the icon (A) next to Call Tracking Reports: District Manager Snapsheet and you’ll be brought back to Step 2. The date range selected (B). 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).
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) - 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.
