owner-PC\Derek
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1. Summary
This report provides a Summary of all the leads that came in to each location, in the given date range. With all reports, you are able to either download the CSV file, or email the report directly from this screen.
2. Location Column
This column refers to each location on your account. You are able to click on these location names, and it will bring up a detailed view of each lead created in the given date range. (See Step 9)
3. Total Column
This column refers to the total number of leads that were entered in the given date range.
4. Active Column
This column refers to the leads, in the given date range, that are still active.
5. Rented Column
This column refers to the number of leads, in the given date range, that have since rented.
6. Lost Column
This column refers to the number of leads, in the given date range, that have been lost (ie: cancelled).
7. Follow Up Column
This column refers to the number of the given leads that were followed up with.
8. Closing % Column
This column is the percentage of your total leads that have rented.
9. Detailed View
After clicking on one of your location, you will load a detailed view of all the leads in your system. You can download or email this detailed view as well.
10. Name Column
This column refers to the name of each of your leads. You will be able to click on the names of the leads to open up their lead card, to see additional information.
11. Date & Status Columns
The date column refers to the date the lead was created, and the status column refers to the current status of the lead (either active, cancelled, or rented).
12. # of Calls & Ad Name Columns
The # of calls column refers to the number of times the lead called the site, and the ad name column refers to the tracking line that the lead called in on.
13. Follow up Column
This column refers to the number of follow ups completed for each lead.
14. Remaining Columns
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Note
Italicized terms represent clickable icons on the specific screen being discussed.
Access
- (A) Reports tab - Click to access the Reports Dashboard.
- (B) Reports - Click to access the full list of available Reports.
- (C) Lead Summary Report - Click to access the specified report.
Report Structure
- (D) Date Range - Indicates the date range which the report's data is pulled.
- (E) Filter dropdown - Click to access filtering options.
- (F) Export - Click to download and share the report with relevant stakeholders.
- (G) Column title - Click to access sorting options for the specific column.
- (H) Column filter - Select columns have this feature. Click to access filter options for that specific column.
Report Data
Account-wide View
- (I) Location - Lists every location associated with your account.
- (J) Total - Total number of Leads that were created.
- (K) Active - Leads that are still active.
- (L) Rented - Number of Leads that have rented.
- (M) Lost - Number of Leads that have been cancelled.
- (N) Closing % - Lead closing percentage.
- (O) Total - Total number of Follow-ups that have been completed.
- (P) Manual - Number of manually completed Follow-ups.
- (Q) Auto - Number of automatically completed Follow-ups.
- (R) Delayed - Number of delayed Follow-ups.
- (S) AVG Outstanding - Average number of outstanding events.
- (T) Time to First - Average time to complete the first manual Follow-up event compared to the time it was scheduled to be completed (format DD:HH:MM).
Lead-detail View - Click a Location name to access detailed location information for the given date range. You can download and email this detailed view to relevant stakeholders. Click your browser's back button to return to the account-wide view.
- (U) Name - Click to access a specific Lead card.
- (V) Phone - The Lead's primary phone number.
- (W) Created Date/Time - Date and time the Lead was created.
- (X) Status - Current Lead status.
- (Y) Lead Creator - Employee's name who created the Lead. System indicates an API Lead.
- (Z) No. of Calls - Total number of calls to or from the Lead.
- (AA) Ad Name - Indicates the tracking line that the Lead called in on.
- (BB) Lead Type - Lead type (Inquiry, Reservation, etc). Note: Additional types may be listed depending on which property management software your company uses.
- (CC) Follow-ups - The number of Follow-ups completed for the Lead.
- (DD) Unit Type - The type of the unit that the Lead has inquired about, reserved, or rented.
The following columns provide information regarding the unit that the
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Lead is inquiring about or
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reserved.
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- (EE) Size - Unit size.
- (FF) Rate - Unit price.
- (GG) Special - Indicates which special is applied to the unit price.
- (HH) Rented Date/Time - The date which the Lead rented (moved-in).
- (II) Transferred - Indicates whether or not the Lead was neighbored.
