Time Range Filters

Navigate to:

1. Overview

2. Lead journey

3. Time events in a lead journey

4. Time range filters

5. Time range on a lead received

6. Time range on events

7. Time range on marked as (events status)

8. Time range on calls made/received

9. Time range on an inquiry made

10. More filters

1. Overview         

Time range filters are an important aspect of reports on the dashboard. In this document, we will be talking about Lead Journey Time events in the lead journey Time range filters

2. Lead journey 

When a lead is received in the system, it moves through multiple stages (Fresh, Claimed, Interested, Meeting done, Visit Done, Negotiation, Booking done, and failed). Sales agents, call the customers, plan follow-ups, face-to-face meetings, and site visits with the leads. Each of these actions is captured in the system with a
timestamp. These timestamps can be used to filter leads from the system.

For an example, refer to the next section for a typical lead journey.
 

3. Time events in a lead journey

4. Time range filters 

Based on the different timestamps in a lead journey, various types of time range filters are used across reports on the dashboard. Listing popular ones:

- Time range on a lead received
- Time range on events (type and status)
- Time range on marked as (status - claimed, interested, meeting done, visit done, negotiation, booking done, failed
- Time range on calls made/received
- Time range on an inquiry made
  

5. Time range on a lead received 

This is the most common time range filter used across many reports on the dashboard.

For example, if a time range of 1 June 2020 to 30 June 2020 is selected, it is only going to select leads received in the system in the month of June.

Reports, where you’ll find this filter:
- Marketing > Source-wise Performance, Project-wise performance
- Agent > Performance (WIP)
- Channel Partner > Lead received
- Failures > All reports 

6. Time range on events (type and status) 

This filter is applied on event start time. The event could be a follow-up, face-to-face, and site visit.

Reports, where you’ll find this filter:
- Agent > Activity (individual columns with event information)
- Visits > All reports (on event site visit and status done)

7. Time range marked as (status)

This filter uses a timestamp when a lead was marked as any of the statuses like claimed, interested, meeting done, visit done, final negotiation, booking done or failed. 

For example, if a time range of 1 June 2020 to 30 June 2020 is selected and marked as failed, it is only going to select leads that were marked as failed in the month of June.

Reports, where you’ll find this filter:
- Agent > Lead received (lead received by agent/marked as claimed)
- Agent > Activity (In booking done - marked as booking done)

8. Time range on calls made/received  

This filter uses a timestamp when a lead was contacted by the agent or when the lead contacted the agent.

For example, if a time range of 1 June 2020 to 30 June 2020 is selected, it is only going to select leads that were called by an agent or the leads who called the agent in the month of June.

Reports, where you’ll find this filter:
- Agent > Calls Activity

9. Time range on an inquiry made 

This filter uses a timestamp when a lead inquires about the project. It is possible that the lead inquired multiple times through different channels.

For example, if a time range of 1 June 2020 to 30 June 2020 is selected, it is only going to select leads inquired in the month of June. It doesn’t matter whether it's a first inquiry or multiple inquiries., the result will show all the leads with any inquiries done in the month of June.

Reports, where you’ll find this filter:
- Marketing > Source-wise inquiries
 

10. More filters 

Apart from a default time range filter on every report, a few reports also have different time range filters available. These can be selected from ‘More Filters’.

While selecting any other time range filter, we need to identify which timestamp it is going to use. Based on the filter, the data across columns will differ.

Reports, where you’ll find this filter:
- Leads
- Marketing > All reports
- Failures > All reports 

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