Overview Section

Modified on Thu, 10 Aug 2023 at 01:01 PM

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1. Channel group-wise lead conversion

1.1. Important terminology

1.2. Conversion percentage calculations

1.3. Failed & junk percentage calculation

2. Breakdown- Fresh/WIP leads, lead activity, & leads received

3. Agent performance

3.1 Agent performance- Lead's on/off & Agent's app status

3.2. Agent performance- Inactive/active agents

4. Important points

1. Channel Group-wise Lead Conversion

1.1. Important Terminology

	Digital Leads	Leads coming from social media marketing like Google, Facebook ads, housing.com, magicbricks, etc... or project websites.
	Offline	Leads coming from virtual numbers on hoardings, sms, etc...
	Direct Walk-ins	Customers coming directly to the project site for a visit.
	Channel Partners	Leads attributed to channel partners.
	Others	When an agent or internal user adds a lead in the system.
	Referral	Lead has at least one inquiry or event with referral details.

1.2. How Conversion Percentages are Calculated?

Let us suppose -

One mandate received 150 Digital Leads Out of 150 -> 50 Leads came for the site visit at least once

Out of 50 (site visit leads number) -> 20 leads purchase at least one property unit.

Lead to Site Visit conversion % = Leads came for Site Visit / Total Digital Leads received

(50 / 150)*100 = 33.33 %

Visit to Bookings Done % = Booking done leads / Leads came for a site visit

(20 / 50)*100 = 40 %

1.3. How Failed and Junk percentages are Calculated?

Let us suppose -

You received 200 Offline Leads Out of 200 -> 120 were marked Failed.

Out of 200 -> 30 were marked Junk.

Lead Failed % = Number of Leads Marked Failed / Total number of Offline Leads

(120 / 200)*100 = 60 %

Lead Junk % = Number of Leads Marked Junk / Total number of Offline Leads

(30 / 200)*100 = 15 %

2. Fresh/WIP Leads, Lead Activity & Leads Received Breakdown

2.1. Fresh/WIP Leads

Fresh - Number of leads not yet claimed by any agent.

WIP Leads - Work In Progress leads are those leads where an agent is working on it to try and get the customer to visit the site or purchase the property unit.

WIP = Sum of -> Claimed + Interested + Meeting Done + Visit Done + Final Negotiation.

Ignored leads - WIP Leads are considered ignored when: they don't have a future event or no action has been taken on it in the past 24 hours (status changes or events aren't marked done).

Note - All numbers are clickable, you can see the list of respective leads after clicking.

2.2. Lead Activity

These numbers show the events planned, done,

or missed for a quick overview.

Query: What does 157/1.1k Followups Done mean?

157 -> are the FollowUps Done till the time

and 1100+ are the sum of FollowUps Planned, Done, and Missed for the day till time.

Note - Revisit -> Lead who has already visited the site once will come in Revisit next time.

2.3. Leads Today

Digital Leads - Number of leads received from digital channels. Offline - Number of Offline leads received from virtual numbers campaigns.
Patch-out Given - Leads that are patched out by the call center agents to the sales manager. Direct Walk-ins - Customers visiting the project site directly. *Note - Click on* Today *to choose a different date range.*

3. Agent Performance

1. This section gives you a quick brief of the agent's current Work-In-Progress leads, Bookings Done

by the agent, site visits done, and the leads to junk bucket percentage.

2. Search agent option is given to check for an individual agent's WIP leads, Bookings Done, etc...

Note - Reports Numbers are clickable, you can see the list of Leads by clicking on

the numbers.

3.1. Agent Performance - Leads on/off & Agent's App Status

1. Team Leads can turn the lead flow on/off for the agent.

Note - super user & assignment_runner can also turn off/on the lead's flow for the agent.

Note - If the lead flow is off, the agent will not receive any new leads directly, unless switched it

on again.

2. Check the agent's app status to see if the agent is working or not.

Note - If the agent's app status is OFF then it implies that the agent has kept the status OFF

from the sales app.

3. In the case of more than 1 project, users can choose one or more projects to turn off the lead for an agent.

Note - Click on the More agent-wise reports to get the detailed agent-breakdown reports.

3.2. Agent Performance - inactive/active agents

Toggle right/left to check for inactive/active agents.

Note - Inactive will only show if an agent kept the status 'OFF' from the Sales app.

4. Important Points

Understand Leads classified into various Channel Groups and their Lead Conversion.
Have a quick look at Fresh & Work in Progress (WIP) Leads every day!
Have a quick check on Lead Activity (events) & Leads received in the system every week!
Check Agent Performance - Search for an agent, number of Bookings, and Visits done by an agent on regularity.
Check Total Work In Progress(WIP) leads an agent currently has in their bucket & how many of them are in Ignored.
Monitor the total number of leads & percentage (%) marked as Junk by an agent.
Keep an eye on Agent’s sales app status and how to switch off/on the fresh leads flow when you desire.

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