Activity Report Guide

The Activity Report was developed to help customers understand the volumes and types of outbound communications and activities performed by leasing agents. It is the most detailed communications report we offer that details total and average volumes of communication types sent by property and by agent.

There are two tabs for the Activity Report: Created and Event.

The Created method isolates all of the activity to only the leads/prospects created within the selected time range, including the activities that take place outside the time range for those prospects. This helps customers understand the communications patterns that take place over the entire prospect lifecycle.

The Event method isolates all of the activity purely on time range, regardless of when prospects were created or entered the system. This helps customers understand the communications patterns that took place in a given time range, which can be used for period trends and comparisons.

Created method

• Leads - The number of total leads that were created in the selected time range

• Prospects - The number of total leads that were created in the selected time range, minus those marked as “not a prospect”

• Followups - The number of total outbound followups across all communication channels sent to the leads created within the selected range. Note this “created method” does not include followups sent to prospects created outside of the selected time range.

• Email - The number of total outbound 1:1 emails sent to the leads created within the selected range. This excludes bulk emails. Note this “created method” does not include emails sent to prospects created outside of the selected time range.

• Bulk Email - The number of total outbound bulk emails sent to the leads created within the selected range. This excludes 1:1 emails. Note this “created method” does not include emails sent to prospects created outside of the selected time range.

• Call - The number of total outbound calls placed to the leads created within the selected range. Note this “created method” does not include calls placed to prospects created outside of the selected time range.

• Text - The number of total outbound SMS texts sent to the leads created within the selected range. Note this “created method” does not include SMS texts sent to prospects created outside of the selected time range.

• Facebook - The number of total outbound Facebook messages sent to the leads created within the selected range. Note this “created method” does not include Facebook messages sent to prospects created outside of the selected time range.

• Visits - The number of total visits associated with the leads created within the selected range. Note this “created method” does not include visits associated with leads created outside of the selected time range.

• Walk-Ins - The number of total walk-in visits associated with the leads created within the selected range. Note this “created method” does not include walk-ins associated with leads created outside of the selected time range.

• Appointments - The number of total scheduled appointment visits associated with the leads created within the selected range. Note this “created method” does not include appointments associated with leads created outside of the selected time range.

• Shows - The number of total shown unit events associated with the leads created within the selected range. Note this “created method” does not include shown units associated with leads created outside of the selected time range.

• Leases - The number of total lease events associated with the leads created within the selected range. Note this “created method” does not include leases associated with leads created outside of the selected time range.

• Referrals - The number of total referral events associated with the leads created within the selected range. Note this “created method” does not include referrals associated with leads created outside of the selected time range.

• Qualification - This is the number of “prospects” divided by the number of “leads”, and is a measure of lead quality, where closer to 1.0 the better.

• Followups / Prospect - This is the total number of “Followups” divided by the number of “prospects”.

• Email / Prospect - This is the total number of “Email” divided by the number of “prospects”.

• Bulk Email / Prospect - This is the total number of “Bulk emails” divided by the number of “prospects”.

• Call / Prospect - This is the total number of “Call” divided by the number of “prospects”.

• Text / Prospect - This is the total number of “Text” divided by the number of “prospects”.

• Facebook / Prospect - This is the total number of “Facebook” messages divided by the number of “prospects”.

• Show / Visit - This is the total number of “Shows” divided by the number of “Visits”.

• Referrals / Prospect - This is the total number of “Referral” divided by the number of “Visits”.

Event Method

• Leads - The number of total leads that had any activity type during the selected time range.

• Prospects - The number of total leads that had any activity type during the selected time range, minus those marked as “not a prospect”.

• Followups - The number of total outbound followups across all communication channels sent to leads during selected range.

• Email - The number of total outbound 1:1 emails sent during the selected range. This excludes bulk emails.

• Bulk Email - The number of total outbound bulk emails sent during the selected range. This excludes 1:1 emails.

• Call - The number of total outbound calls placed during the selected range.

• Text - The number of total outbound SMS texts sent during the selected range.

• Facebook - The number of total outbound Facebook messages sent during the selected range.

• Visits - The number of total visits that took place during the selected range.

• Walk-Ins - The number of total walk-in visits that took place during the selected range.

• Appointments - The number of total scheduled appointment visits that took place during the selected range.

• Shows - The number of total shown unit events that took place during the selected range.

• Leases - The number of total lease events that took place during the selected range.

• Referrals - The number of total referral events that took place during the selected range.

• Qualification - This is the number of “prospects” divided by the number of “leads”, and is a measure of lead quality, where closer to 1.0 the better.

• Followups / Prospect - This is the total number of “Followups” divided by the number of “prospects”.

• Email / Prospect - This is the total number of “Email” divided by the number of “prospects”.

• Bulk Email / Prospect - This is the total number of “Bulk emails” divided by the number of “prospects”.

• Call / Prospect - This is the total number of “Call” divided by the number of “prospects”.

• Text / Prospect - This is the total number of “Text” divided by the number of “prospects”.

• Facebook / Prospect - This is the total number of “Facebook” messages divided by the number of “prospects”.

• Show / Visit - This is the total number of “Show” divided by the number of “Visits”.

Referrals / Prospect - This is the total number of “Referrals” from our cross sell feature divided by the number of “Visits”.