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changes.mady.by.user Patrick Hauser (Unlicensed)

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changes.mady.by.user Patrick Hauser (Unlicensed)

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Access

Step 1
  • After logging in as an Administrator, click Reports.

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Step 2 

  • Click District Manager Snapsheet.

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Step 3 

  • Click the icon (A) next to Call Tracking Reports: District Manager Snapsheet and you'll return to the main account dashboard.
  • The date range selected (B). 
  • Use the filter option (C) to narrow your report, including updating the date range.
  • You can download the report by clicking (D).

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Layout

Location 

  • Lists all locations on your account, each in their own column.  All data to the right of each location applies to that location
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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.

Sr No & Location

  • (A) Sr No - Indicates the item serial number
  • (B) Location - Locations associated with your account with all the subsequent data to the right specific to that Location.

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Calls (per location)

Total
  • (
A
  • C) Total -
Number
  • The total number of calls
(
  • , both inbound
&
  • and outbound
)
  • .
Inbound
  • (
B
  • D) Active -
Total
  • The total amount of inbound calls.
Outbound
  • (
C
  • E) Outbound -
Total
  • The total amount of outbound calls.
Unprocessed
  • (
D
  • F) Unprocessed -
Total
  • The total number of calls that
are
  • were waiting to be processed by the manager.
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Leads (per location)

Total
  • (
E
  • G)
- Total
  •  Total - The total number of Leads that were created at each facility.
Active
  • (
F
  • H) Active -
Total
  • The total number of Leads that are currently
still
  • being worked.
Rented
  • (
G
  • I) Rented -
Total
  • The total number of Leads that have been rented.
Lost
  • (
H
  • J) Lost -
Total
  • The total number of Leads that did not rent; thus were cancelled.
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Followup (per location)

Manual
  • (
I
  • K)
- Total
  •  Manual - The total number of manager completed follow ups at each location.
Auto
  • (
J
  • L) Auto -
Total
  • The total number of automatic follow ups that were completed.
Delay
  • (
K
  • M) Delay -
Total
  • The total number of delayed follow
up delays
  • ups.
  • (N) Avg Outstanding
(L)
  • - Average number of follow ups that have yet to be completed.
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Collections (per location)

Completed
  • (
M
  • O)
- Total collections
  • Completed - The total number of Collection actions that have been completed.
Error
  • (
N
  • P) Error -
Number
  • The total number of
collections
  • Collection actions that did not go out due to an error.
Excluded
  • (
O
  • Q) Excluded -
Number
  • The total number of
customers
  • Customers that have been excluded from receiving some
collection
  • Collection action.
  • (R) Avg Outstanding
(P)
  • -
Average
  • The average number of
collections
  • Collection actions that have been scheduled but not yet executed.
Promise
  • (S) Promise to Pay
(R) - Number
  • - The total number of Promise to
Pay’s that were
  • Pay actions used by managers.
  • (T) Calls Inbound
(S)
  • -
Total
  • The total number of calls that have come through the
collections
  • Collections line.
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