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Description

This article describes the Sales Manager Report (SMR). It includes sections on the following:

  • Overview

  • Report Filters

  • Report Sections

  • Exporting Reports

  • Leads Details

Table of Contents

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Overview

The Sales Manager Report is used by managers and organization administrators to monitor the work of all agents in the organization. The report records each agent’s activity related to lead assignments and their communication with leads. See the /wiki/spaces/INSPT/pages/981434369 for details.

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  1. Enter the desired report parameters in the Date, Branch, Loan Purpose, Campaign, and Marketing Channel fields.

  2. Click Run Report to view the report.

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Field

Description

Customer Type

The Customer Type may be a Borrower (default) or Partners.

Date

Lists the date range options by which the 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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The columns in the User Information section are fixed. The agents displayed have matching branch permissions as the logged-in manager/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

Branch

Multi+search

  • The primary branch of the agent

  • As specified within User Registration

Manager

Multi+search

  • Who the agent reports to

  • As specified in User Registration

Loan Officer

Multi+search

  • The agent’s last name and first name

  • As specified in User Registration

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Clicking on any of the counts in the Leads or Credit columns will display the Leads Details popup. See the Columns in Leads and Columns in Credits articles for details.

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Column Name

Filter Type

Description

Leads / New

Number

  • Count of the first time a lead is created and initially assigned to an agent

  • New application in the system

  • Created via lead distribution, manual creation, or taken from Unassigned

Leads / Internal Transfers

Number

  • Count of all existing leads associated with an Internal Transfer lead campaign that are assigned to an agent

  • Typically, assignment to an agent is done by a CSR or internal transfer agent

Leads / Assigned

Number

  • Count of all existing leads that are assigned to the agent manually

  • Existing leads previously assigned to another agent

  • Excludes all Internal Transfer lead campaigns

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

  • Total credit pulls the agent completed for the defined time period

  • Not related to a credit pull workflow status but based on direct information from the LOS or Credit Bureau integration

Credit / Transfer

Number

Allows the user to link specific organization statuses to the Transferred category and the count would increment if the lead is moved into the status that is selected.

Locks / Lock

Number

Based on Library Field (Rate Locked Date) and automatically increments if this becomes populated.

Locks / Lock / Transfer

Number

Allows the user to link specific organization statuses to the Transferred category. Any lead moved into this status during the selected time frame would appear in the Marketing Report.

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To add a new column to the Leads Details popup window, click the three dots in any column header and click Columns from the dropdown options. Place a check mark checkmark in the box next to the column name to be added.

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