District Manager Snapsheet - Access & Explanation

Access

Step 1 - Click Reports.

Step 2 - Click District Manager Snapsheet.

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).

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

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

Leads (per location)

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

Active (B) - total number of Leads that are currently still being worked

Rented (C) - total number of Leads that have rented

Lost (D) - total number of Leads that did not rent; thus were cancelled

Followup (per location)

Manual (A) - total manager completed follow ups at each location

Auto (B) - total number of automatic follow ups that were completed

Delay (C) - total number of follow up delays

Avg Outstanding (D) - average number of follow ups that have yet to be completed

Collections (per location)

Completed (A) - total collections actions that have been completed

Error (B) - number of collections actions 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 that have been scheduled but not yet executed

Promise to Pay (E) - number of Promise to Pay’s that were used by managers

Calls Inbound (F) - total number of calls that have come through the collections line