Sales Manager Report v2
- Romina Chu (Unlicensed)
- Rebecca Kornblum
The Sales Manager Report is usually used by managers and organization administrators to monitor the work of all agents in the organization. The activity of each agent related to lead assignments and communication with leads is recorded within the report. See the Permissions Master Document for details.
Retrieve Report Based on Selected Filters
Users can export reports as an Excel file by clicking the Excel Export button. The report view can also be saved/loaded/cleared. See the Saved Report Views article for more details.
Filter | Description |
|---|---|
Date | Lists out the date range options by which the user can filter grid results based on the duration in which the applications were created |
Branch | Lists out all 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 out all 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 out all 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 out all the types of campaign marketing channels within the organization by which the user can filter grid results based on the marketing channel type |
Columns
Fixed Columns
The agents displayed have matching user branch permissions as the logged-in user. 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.
Column Name | Column Filter Type | Description |
|---|---|---|
Branch | Multi+search |
|
Manager | Multi+search |
|
Loan Officer | Multi+search |
|
Other Columns
See Columns in Leads for details.
See Columns in Credits for details.
See Columns in Status for details.
See Columns in Text Messages for details.
See Columns in Marketing Inbound Calls for details.
See Columns in Direct Inbound and Outbound for details.