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Access

Step 1 - 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 Snapshot and you’ll be brought back to Step 2. Confirm the date range listed (B) and 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).

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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

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Calls (per location)

Total (A) - total 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

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Leads (per location)

Total (A) - total Leads that were created at each facility

Active (B) -

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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.

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

  • (G) Active - The total number of Leads that are currently

still

  • being worked on.

Rented

  • (

C

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

Lost

  • (

D

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

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Followup (per location)

Manual (A) - total manager completed follow

  • .

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

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  • (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

  • (

B) -

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

Delay

  • (

C

  • N) Delayed Follow-ups - The total number of delayed follow

up delaysAvg Outstanding (D) - average

  • -ups.

  • (O) Avg Outstanding Follow-ups - Average number of follow-ups that have yet to be completed per day.

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Collections

  • (

per location

  • P)

  • Completed

(A)

  • Collections -

total collections actions

  • The total number of Collection events that have been completed.

Error

  • (

B

  • Q) Error - The total number of

collections actions

  • Collection events that did not go out due to an error.

Excluded

  • (

C) - number of customers that have been excluded from receiving some collection action Avg Outstanding (D) - 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

(E)

  • - The total number of Promise to

Pay’s that were used by managersCalls Inbound (F) -

  • Pay Collection events.

  • (T) Inbound Collection Calls - The total number of calls that have come through

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  • a Collection line.

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Exclusions Summary

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

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