PURPOSE
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
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 by the manager.
(F) Total Leads - The total number of Leads that were created at each facility.
(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.
- (J) Closing % - The percentage of total Leads who have rented.
- (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.
(M) Auto Follow-ups - The total number of automatic follow-ups that were completed.
(N) Delayed Follow-ups - The total number of delayed follow-ups.
(O) Avg Outstanding Follow-ups - Average number of follow-ups that have yet to be completed.
(P) Completed Collections - The total number of Collection actions that have been completed.
(Q) Error - The total number of Collection actions that did not go out due to an error.
(R) Avg Outstanding Collections - The average number of Collection actions that have been scheduled but not yet executed.
(S) Promise to Pay - The total number of Promise to Pay actions used by managers.
(T) Inbound Collection Calls - The total number of calls that have come through the Collections line.
Exclusions Summary
- (U) Exclusions - The total number of exclusions at a given location (Customer + Employee-created).
