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
The leads column header will give you information on leads that were generated at each of your facilities. Each of the sub-columns are as follows:
a. Total - the total leads that were created at each of your facilities
b. Follow: Manual - the total of manager completed follow ups at each location
c. Follow: Auto - the total number of automatic follow ups that were completed for each location
d. Follow: Outstanding - the total number of follow ups that have yet to be completed at each location
e. Follow: Delay - the total number of follow up delays
f. Rented - the total number of leads that have rented
g. Lost - the total number of leads that did not rent, and thus were cancelled
h. Active - the total number of leads that are currently still being worked
5. Collections
The remaining columns break down the collections performance, and give you insight on what collections items have gone out for the facilities. Each sub column is as follows:
a. Complete - the total collections actions that have been completed through CallPotential
b. Error - the number of collections actions that did not go out due to an error (ie: invalid phone number)
c. Excluded - the number of customers that have been excluded from receiving some collection action (ie: text, email, or phone calls)
d. Outstanding - The number of outstanding events at the end of each day, averaged across the queried date range (one event is scheduled per customer, so this is on a per customer basis)
e. Promise to Pay - the number of Promise to Pay's that were used by your managers
f. Calls Inbound - the total number of calls that have come inbound on the collections line
g. Payments - the total number of payments done through CallPotential (ie: pay links, manager on site, pay by phone)
h. Autopay - the number of tenants who have enrolled in automatic payment