Versions Compared

Old Version 18

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

Saved on

compared with

New Version Current

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

Saved on

Key

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

Access

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

Image Removed

Step 2 

  • Click District Manager Snapsheet.

Image Removed

Step 3 

  • Click the icon (A) next to Call Tracking Reports: District Manager Snapsheet and you’ll be brought back to the Reports home screen. 
  • 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).

Image Removed

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

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 (E) - Total Leads that were created at each facility.
  • Active (F) - Total number of Leads that are currently still being worked.
  • Rented (G) - Total number of Leads that have rented.
    • Lost (H) - Total

    RETURN TO THE MAIN SUPPORT PAGE

    This report provides a more detailed view of the Snapshot Report that gets emailed out to administrators and district managers.

    Note

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

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

    Report date ranges that include current or future dates will have incomplete data due to when reports are refreshed. We strongly recommend selecting a date range that only includes past dates.

    Reference Column

    • (A) Location - Locations associated with your account with all the subsequent data to the right specific to that Location.

    • (B) Total Calls - The total number of calls, both inbound and outbound.

    • (C) Inbound Calls - The total amount of inbound calls.

    • (D) Outbound Calls - The total amount of outbound calls.

    • (E) Unprocessed Calls - The total number of calls that were waiting to be processed.

    Image Added

    • (F) Total Leads - The total number of Leads that were created at each location.

    • (G) Active - The total number of Leads that are currently being worked on.

    • (H) Rented - The total number of Leads that have been rented.

    • (I) Lost - The total number of Leads that did not rent; thus were cancelled.

    Followup (per location)

    • Manual (I) - Total manager completed follow

      (J)Closing % - The percentage of total Leads that have rented.

    Image Added

    • (K) Completed Follow-ups - The total number of all follow-ups completed at each location (Manual + Auto).

    • (L) Manual Follow-ups - The total number of manager completed follow-ups at each location.

    • Auto

      (

      J

      M)

      - Total

       Auto Follow-ups - The total number of automatic follow-ups that were completed.

      Delay

    • (

      K

      N)

      - Total

       Delayed Follow-ups - The total number of delayed follow

      up delays

      -ups.

    • (O) Avg Outstanding

      (L)

      Follow-ups - Average number of follow-ups that have yet to be completed per day.

    Collections
    Image Added

    • (

    per location

    • P)

    • Completed

      (M) - Total collections actions

      Collections - The total number of Collection events that have been completed.

    • Error

      (

      N

      Q) Error -

      Number of collections actions

      The total number of Collection events that did not go out due to an error.

    • Excluded

      (

      O) - Number of customers that have been excluded from receiving some collection action.Avg Outstanding (P) - Average number of collections actions

      R) Avg Outstanding Collections - The average number of Collection events 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 used by managers

      Pay Collection events.

    • Calls Inbound

      (

      R

      T) Inbound Collection Calls -

      Total

      The total number of calls that have come through

      the collections line.

      a Collection line.

    Image Added


    Exclusions Summary

    • (U) Exclusions - The total number of exclusions at a given location (Customer + Employee-created).

    Image Added