Tour Engagement Enhancements

Our latest updates to the Tour Engagement report bring new data, insights and Tour metrics including those related to the Result of Tour module of the Tours application. This data will show the Next Step or Loss Reason an agent provided at the end of a visit managed using the Tours application.

 

Assess the performance of the Tours application, agents using the Tours application, and compare conversion ratios to those not utilizing the Tours application.

The following KPIs will be available in the main ‘Activity’ report table.

  • Total Visits:

  • Tours Visits:

    • Tour Completed:

    • Tour Complete %:

  • Other Visits:

  • Tours Quotes:

    • Tours > Quote %:

  • Tours Leases:

    • Tour > Lease %:

  • Other Leases:

    • Other Visits > Lease %

  • Avg. Units Shown :

Screen Shot 2023-09-22 at 1.20.26 PM.png

 

View the frequency of loss reasons that an agent marked during the Tours workflow.

The following KPIs will be available in the report:

  • Marked as Lost:

  • % of Loss:

Screen Shot 2023-09-22 at 1.20.43 PM.png

 

View the frequency of next steps that an agent marked during the Tours workflow.

The following KPIs will be available in the report:

  • Added Next Step

  • % of Next Step:

Screen Shot 2023-09-22 at 1.20.56 PM.png

 

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