Boxscore Report Guide

Knock's Boxscore report is a great way to get detailed info on the leads in your system. It includes details around all the actions that your leasing team has accomplished with any individual in your system. 

The report is a good way to get a high level overview of the events and activities for a selected property over any date range. You can focus your efforts on leads and prospects that have had an event OR you can change the report to only look at leads and prospects created during the date range selected. 

Here are a few questions you can answer using this report:

(1) What new prospects have not received a follow-up over the last two weeks? 

If you want to regularly identify the new prospects that have not yet been engaged and ensure that the appropriate follow-up has taken place. With the Boxscore report, you can easily sort the follow-up column in ascending order to find the prospects that need action and navigate to those guest cards in LMA. 

In order to get to this information, you will want to adjust the filters to a date range of your choosing and change Prospects By to Created. Once the report is finished loading, then you can sort the follow-ups column as shown in the below screenshot.

The above screenshot shows that there are 6 prospects that were created within the Last 7 Days that have not had a follow-up recorded. The hyperlink for each of these prospects will open a modal pop-up that will then take you to the guest card for that prospect in the CRM. 

From that point, you can look at the guest card to find out more about the prospect and assign the guest card to an agent that can take the appropriate action. 

Filters

Filter Description
Date Range

You may select one of the preset date ranges available (defaults to Last 7 Days) or you may enter a custom date. Once you complete the date selection the report will automatically reload.

The Last 7 Days filter includes the current day.

Properties This is a single select for what property you'd like data for. After selecting the property the report to will reload.

Agents

This is a multi select field that you can filter down to specific agent(s) conversion results. User may also search for agents to select.

Not a Prospect

Allows a user to toggle between including or excluding leads marked as Not a Prospect in the report:

  • ‘Yes’ will include leads marked as Not a Prospect
  • ‘No’ will exclude leads marked as Not a Prospect.

Prospects By

This allows the user to toggle between Created or Event based logic for data aggregation similar to how the Conversions report works. See below for information on how Knock differentiates between Created and Event based reporting:
  • Event

    This view shows all the events that happened in the time range regardless of when the lead/prospect was created.

    Example: if you have your date range set to the month of August and a lease or visit was generated in that time range by a lead/prospect who submitted their information to you in July, that will be reflected in this view. This is the way to see all the activity - or events - at your property. This is a good default view.

  • Created

    This view shows only shows the events that happened for leads/prospects that were created in the date range.

    Example: if you have your date range set to the month of August and a lease or visit was generated in that time range by a lead/prospect who submitted their information to you in July, that will not be reflected in this view. This is a good way to understand the outcomes of leads generated in a certain time and more useful for deep dives into your data than a default view.

Tilesbox_tiles.png

Each tile represents the total for the metric found in the main table of the report. Definitions for each of these metrics can be found in the Data Definitions section of this guide. 

Data Definitions

Event Tab

Data Point Definition
Prospect The names of the leads/prospects that had an event(s) for the filters applied in the selected time range
Created The date that the prospect was created whether in Knock or in the PMS
PMS ID The Property Management System ID associated with that prospect
First Contact

Indicates whether the prospect was created during the time frame the user is viewing.

0 means no, 1 means yes

Follow Up

The number of follow ups that occurred in the selected time range for the filters applied.

The total follow-ups used in this calculation use the business logic of one follow-up type per day for each prospect. For calls to be included, the duration of the call must be greater than 0 (i.e, it is an answered call).

Example Calculation

Agent A, Date Range: 5/1 - 5/3

Date

Events

Follow-Ups Completed

5/1

Visits: Prospect 1, Prospect 2

Leases: Prospect 3

Follow-Ups: Prospect 1, Prospect 2, Prospect 4

Prospect 1: Email, Call

Prospect 2: Email, Email

Prospect 4: Call

5/2

Visits: Prospect 4

Leases: --

Follow-Ups: Prospect 2, Prospect 4, Prospect 5

Prospect 2: Call, Call

Prospect 4: Email, Text, Call

Prospect 5: Email, Call, Call

5/3

Visits: Prospect 4

Leases: Prospect 1

Follow-Ups: Prospect 6, Prospect 7, Prospect 8

Prospect 6: Email, Call

Prospect 7: Email, Email

Prospect 8: Email

Total Follow-Ups: 14

Total Prospects with an Event: 8

Average Follow-Up = (14 / 8) = 1.8

Walk-In The number of walk ins that occurred in the selected time range for the filters applied.
Appointment The number of appointments that occurred in the selected time range relation to the filters applied.
Return The number of return visits that occurred in the selected time range for the filters applied.
Show The number of visits with unit/s shown that occurred in the selected time range for the filters applied.
Application

The number of prospects that submitted applications that occurred in the selected time range for the filters applied.

Available only for Yardi

Lease The number of leases that occurred during that time range for the filters applied.
Agent Current guest card owner
Source The source that the prospect came from at creation (first contact)
Contact Type The contact type at the creation of prospect
Recording A checkmark which indicates whether the prospect has a call recording

Created Tab

Data Point Definition
Prospect The names of the leads/prospects created for the filters applied in the selected time range
Created The date that the prospect was created whether in Knock or in the PMS
PMS ID The Property Management System ID associated with that prospect
First Contact

Indicates whether the prospect was created during the time frame the user is viewing.

0 means no, 1 means yes

Follow Up

The number of follow ups for the for the leads/prospects created in the selected time range for the filters applied.

The total follow-ups used in this calculation use the business logic of one follow-up type per day for each prospect. For calls to be included, the duration of the call must be greater than 0 (i.e, it is an answered call).

Example Calculation

Agent A, Date Range: 5/1 - 5/3

Date

Events

Follow-Ups Completed

5/1

Visits: Prospect 1, Prospect 2

Leases: Prospect 3

Follow-Ups: Prospect 1, Prospect 2, Prospect 4

Prospect 1: Email, Call

Prospect 2: Email, Email

Prospect 4: Call

5/2

Visits: Prospect 4

Leases: --

Follow-Ups: Prospect 2, Prospect 4, Prospect 5

Prospect 2: Call, Call

Prospect 4: Email, Text, Call

Prospect 5: Email, Call, Call

5/3

Visits: Prospect 4

Leases: Prospect 1

Follow-Ups: Prospect 6, Prospect 7, Prospect 8

Prospect 6: Email, Call

Prospect 7: Email, Email

Prospect 8: Email

Total Follow-Ups: 14

Total Prospects with an Event: 8

Average Follow-Up = (14 / 8) = 1.8

Walk-In The number of walk ins for the leads/prospects created in the selected time range for the filters applied.
Appointment The number of appointments the leads/prospects created in the selected time range relation to the filters applied.
Return The number of return visits for leads/prospects created in the selected time range for the filters applied.
Show The number of visits with unit/s shown for leads/prospects created in the selected time range for the filters applied.
Application

The number of prospects that submitted applications for leads/prospects created in the selected time range for the filters applied.

Available only for Yardi

Lease The number of leases for leads/prospects created during that time range for the filters applied.
Agent Current guest card owner
Source The source that the prospect came from at creation (first contact)
Contact Type The contact type at the creation of prospect
Recording A flag which indicates whether the prospect has a call recording
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