Reporting Recommendations

Reporting Recommendations

Overview

There are a number of reports within Funnel that provide insights into agent, marketing sources and community leasing performance. This guide is intended to help managers, marketing teams, and regional managers know how to measure performance, usage and adoption of the Funnel system, as well as how to interpret the data to coach agents as needed. In addition to the reports below it is always recommended to review the Dashboard within Funnel to review open tasks, tours, and action required items. 

Onsite Team Members

• Agents Report
• Agent Score Report
• Agent Activity Report
• Tours Report
• Phone Report
• Engagement Report
• Prospect Status Report

Marketing Team Members

• Summary Report
• Marketing Attribution Report
• Lead Acquisition Costs Report
• Marketing Report
• Virtual Agent Report
• Preferences Report
• Loss Reasons Report

Regional Managers

• Property-centric Report
• Renter-centric Report
• Portfolio Report
• Phone Report
• Engagement Report
• Virtual Agent Report
• Loss Reasons Report

Revised 12.7.2021 | Reporting Recommendations