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The Sales Manager Report is designed to provide a single page where managers and administrators can understand both the effort and success of each agent. Not every day is the same. Some days an agent may have a lot of success moving files through the pipeline and closing deals. Other On other days there may be minimal file movement but they are putting in the right amount of effort to create business and stay in touch with borrowers.
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Field | Description |
|---|---|
Date | Lists the date range options by which the user manager/admin can filter grid results based on the duration in which the applications were created |
Branch | Lists all of the branch permissions of the logged-in user by which the user can filter grid results based on the primary branch of the application |
Loan Purpose | Lists all of the loan purposes mapped within the organization by which the user can filter grid results based on the loan purpose associated with the application |
Campaign | Lists all of the campaigns that have matching branch permissions with the logged-in user by which the user can filter grid results based on the campaign the application belongs to |
Marketing Channel | Lists all of the types of campaign marketing channels |
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Report Sections
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The Sales Manager Report is divided into four sections. Each report section is divided into columns (data points) for review. The sections are:
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The columns in the User Information section are fixed. The agents displayed have matching user branch permissions as the logged-in usermanager/admin. By default, whenever the report is run, the entire list of agents is always displayed. Only the counts in the grid results change according to the filter conditions.
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Column Name | Filter Type | Description | |||
|---|---|---|---|---|---|
Leads / New | Number |
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Leads / Internal Transfers | Number |
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Leads / Assigned | Number |
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Leads / Open Takes | Number | Count of all Open Leads the agent takes | |||
Leads / Total Received | Number | Total of all New, Assigned, Assigned - Internal Transfer, and Open Takes for the agent | |||
Credit / Credit Pulls | Number |
| Credit / Credit Transfer | Locks / Lock | Locks / Lock / Transfer|
Status Section
The Status section is hidden by default and can be added using the column settings. The statuses displayed within the Status section depend on the statuses configured and ordered for the organization. See the Columns in Status article for details.
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