Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

owner-PC\Derek

Default description

Table of Contents

1. Summary

1. SummaryImage Added

This report provides you with an overview of leads, in the given date range, that were lost to your competitors. With all reports, you are able to either download the CSV file, or email the report directly from this screen.

2. Location Column

2. Location ColumnImage Added

This column will display all the locations you have on your account. Each row will contain location-specific data.

3. Total Leads Column

3. Total Leads ColumnImage Added

NOT SURE ABOUT THIS ONE OR IF ITS ACCURATE

4. Lost to Competitors Column

4. Lost to Competitors ColumnImage Added

This column refers to the number of leads that have been cancelled, with the manager selecting "Lost to Competitor" for the cancellation reason.

5. Competitor Columns

5. Competitor ColumnsImage Added

These columns refer to the top competitors, in the given date range, that you lost the most leads to.