Lead Summary Report - External - CallPotential Knowledge Base

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 Lead is inquiring about or reserved.

(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.