Overview of Reporting
Lisa keeps track of prospects, appointments, agents, and marketing sources. Based on her notes, she composes four kinds of reports:
- A Morning Report to inform your daily plans,
- An Evening Feedback report that quotes any prospect feedback, and
- A Friday Funnel Report summarizing performance and possible issues.
Depending on your setup, these reports can go to anyone managing your property. Usually AGENT
s, BOSS
s, and INVESTOR
s get these automatically.
Each night, Lisa writes a summary of every interaction that she had that day. The Friday Funnel Report gives a summary of these interactions in tables. These tables use comma-separated values (CSV) that any spreadsheet program can open:
agents.csv
describes agent performance,prospects.csv
lists all interactions with prospects,showings.csv
lists all appointments,marketing_tracking.csv
lists all the ways prospects can get in touch, andsettings.csv
lists your Lisa settings.feedback,csv
lists all post-showing reviews from prospects
Lisa updates each of these reports nightly. You can access them using the links provided at the bottom of Friday Funnel. If you need these reports before Friday, just ask Lisa:
Hey Lisa, can I get a copy of my API docs?