Feature Update: New Agent Activity Report
We’re excited to introduce a new template in our reporting suite: the Agent Activity Report. This powerful tool provides comprehensive metrics on salespeople’s interactions with leads, offering valuable insights into your team’s performance and lead management.
Detailed Lead Life Cycle Metrics
The Agent Activity Report covers the entire lead life cycle, from initial enquiries to final sales. It tracks:
- Number of enquiries
- Number of leads
- Number of connected leads
- Number of inspection appointments
- Number of reservations and sales
Each stage is quantified, providing percentages for categories such as the percentage of leads connected or the percentage of leads who booked an inspection. This allows you to identify patterns and understand how enquiries progress through to bookings, reservations, and sales.
In-Depth Agent Activity Metrics
The report also delves into the day-to-day activities of your agents, showing the number of calls, emails, and SMS messages each salesperson makes. Additionally, it highlights the number of leads each agent connects with, offering insights into their effectiveness. For example, higher connectivity rates for certain agents may indicate better follow-up practices.
Customisable and Flexible Reporting
Our reporting templates are fully customisable and flexible, designed to be tailored by each organisation to meet their specific needs. Reports can be generated on-demand, ensuring you have access to the data you need at the click of a button.
Out-of-the-Box Templates
In addition to customisable templates, we offer a series of out-of-the-box reports that can be generated quickly and easily. The Agent Activity Report is one of these ready-made templates, available to users with the appropriate permissions at any time.
Real-Time Data for Quick Decision-Making
With real-time data at your fingertips, your organisation can stay up-to-date and respond swiftly to emerging trends. This enhances your ability to make informed decisions and capitalise on opportunities as they arise.
Embracing Data-Driven Practices
The importance of embracing data-driven practices is highlighted in our blog post here. According to the Harvard Business Review, many organisations struggle with data strategy, often leaving data unstructured and underutilised. Property Shell simplifies data utilisation, helping you thrive in the digital age.
We believe in combining cutting-edge technology with real estate expertise to provide the best solutions for project marketing and property development. If you have any questions about the new report or need assistance, please reach out to your dedicated account manager.
