Activity Report Guide

UPDATED 12/13/2023 

 

Knock’s Activity report is a great way to understand agent workload and the volume of prospect events that a property handles over a selected range of time. It includes details on the number of prospects with any activity and the total number of follow-ups, visits, leases. This report includes two ways of displaying these metrics: Event and Created. You can find more details on how these two tabs change the report in the Definitions and Calculations section  

 

Definitions and Calculations 

 

Leads: 

 

Event Tab: the number of distinct leads which had any activity during the date range selected including the receipt of messages or calls, visits, appointments, leases, or referrals including those marked as Not a Prospect (NAP) and excluding those that are deleted 

Created Tab: the number of distinct leads created during the date range including those marked NAP and excluding those that are deleted 

 

Prospects: 

 

Event Tab: the number of distinct prospects which had any activity during the date range selected including the receipt of messages or calls, visits, appointments, leases, or referrals excluding those marked as NAP or those that have been deleted 

Created Tab: the number of distinct prospects created during the date range excluding those marked as NAP or those that have been deleted 

 

Follow-ups:  

 

Event Tab: the total number of follow-ups to prospects completed during the date range selected. This excludes follow-ups to those marked as NAP.  

Created Tab: the total number of follow-ups to prospects created during the date range selected. This excludes follow-ups to those marked as NAP.  

 

NOTE: This does not incorporate the business logic included in both the Boxscore and Engagement reports. Instead, this is a gross number. 

 

Visits: 

 

Event Tab: the total number of visits from prospects that occurred during the date range selected. This excludes visits which may have happened for those marked as NAP.  

 

  1. When expanded, the columns shown will show how many of these visits were walk-in and how many of these visits were appointments. The sum of these two will equal total visits.
  2.  When expanded, you can see how many total units were shown across the total number of visits. This may be more or less than the total number of visits because prospects may be shown more than 1 unit during their visit 

 

Created Tab: the total number of visits from prospects created during the date range selected. This excludes visits which may have happened for those marked as NAP.  

 

  1. When expanded, the columns shown will show how many of these visits were walk-in and how many of these visits were appointments. The sum of these two will equal total visits.
  2.  When expanded, you can see how many total units were shown across the total number of visits. This may be more or less than the total number of visits because prospects may be shown more than 1 unit during their visit..  

 

NOTE: the Activity report shows the gross number of visits which occurred during the date range selected. Any given prospect may visit more than once during the date range selected. This is different than how the Conversions report calculates visits.  

 

When using clickable links, the drill down will show the number of distinct prospects who visited. See screenshot below. 

 

A screenshot of a phone

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Leases: 

 

Event Tab: the total number of leases from prospects that occurred during the date range selected. This excludes leases which may have happened for those marked as NAP.  

Created Tab: the total number of leases from prospects created during the date range selected. This excludes leases which may have happened for those marked as NAP.  

 

 

Referrals: 

Event Tab: the total number of referrals of prospects that occurred during the date range selected. This excludes referrals which may have happened for those marked as NAP.  

Created Tab: the total number of referrals of prospects created during the date range selected. This excludes referrals which may have happened for those marked as NAP.  

 

Follow-ups/Prospect: 

 

Event Tab: Follow-ups / Prospects; the total number of follow-ups to prospects completed during the date range selected (excluding those marked as NAP) divided by the number of prospects with any activity during the date range selected.   

Created Tab: the total number of follow-ups completed to prospects created during the date range selected (excluding those marked as NAP) divided by the number of prospects created during the date range selected.   

 

Show/Visit: 

 

Event Tab: Shows / Visits; the total number of units shown across visits from prospects that occurred during the date range selected (excluding those marked as NAP) divided by the total number of visits from prospects that occurred during the date range selected 

Created Tab: Shows / Visits; the total number of units shown across visits from prospects created during the date range selected (excluding those marked as NAP) divided by the total number of visits from prospects created during the date range selected. 

 

Referrals/Prospect:  

 

Event Tab: Referrals / Prospects; the total number of referrals of prospects that occurred during the date range selected divided by the total number of prospects with any activity during the date range selected. Excluding those marked as NAP.  

Created Tab: Referrals / Prospects; the total number of referrals of prospects that were created during the date range selected divided by the total number of prospects with any activity during the date range selected. Excluding those marked as NAP. 

 

Filters and Data View Options 

 

Report filters let you manage what data is shown to make it even more precise to your business needs. These filters can help you identify trends and drill-down into key performance metrics at the property or agent level, amongst others. You can tailor your reports even further by adding multiple filters to a report 

 

Filter-types in the Activity Report include:  

 

  • Property 

  • Agent 

  • Date Range 

  • Custom Attribute (if defined by Customer in Attributes page of Admin)  

 

Data View Option 

 

  • Group By 

 

The Group By filter functions entirely differently than the other four. When changing the Group By option, you will change how the data is aggregated.  

 

The default view is Group By: Property but you may choose Agent, Source, Contact, or a Custom Attribute (as defined on the Attributes page in Admin).  

 

NEW AND EXCLUSIVE TO THE ACTIVITY REPORT is an additional column when choosing to Group By: Agent.  

 

A screenshot of a computer

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Unlike other Group By options, the Group By agent will show an additional Properties column which shows the number of properties that the agent is tied to (using distinct agent IDs). This serves to help customers using a Centralized model to gather the insights they need into the performance of their agents.  

 

When clicking on the number of “Properties” drill down, a modal will show that displays the Activity report data for that agent at each property (as seen in below screenshot).  

 

A screenshot of a computer

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