Information about the District Manager Snapshot report
Table of Contents
1. Summary
This report provides a more detailed view of the Snapshot Report that gets emailed out to administrators and district managers on the account. You will be able to see all activity, as well as the effectiveness of your follow up and collections processes, in a single spot! With all of our reports, you can download the file directly from this page, or email it to yourself.
2. Location Column
This column lists all the locations on your account, each in their own row, and numbers each row accordingly. All the subsequent data to the right of each location, applies to that location.
3. Calls
The next group of columns will give data on the calls that have come in and gone out through the CallPotential tracked lines. Each sub column is as follows:
a. Total - this column refers to the total number of calls (inbound AND outbound) that travel through CallPotential
b. Inbound - this column refers to the total inbound calls that travel through CallPotential
c. Outbound - this column refers to the total oubound calls that travel through CallPotential
d. Unprocessed - this column refers to the total number of calls that are still in the unprocessed list, waiting to be processed by the manager, at each facility
4. Leads
5. Collections
