Overview:
Time range filters are an important aspect of reports on dashboard. In this document, we will be talking about
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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 are 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.
Time Events in a lead journey
Time range filters
Based on the different timestamps in a lead journey, various types of time range filters are used across reports on dashboard. Listing popular ones:
- Time range on 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 enquiry made
Time range on lead received
This is the most common time range filter used across many reports on 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
Time range on events(type and status)
This is filter is applied on event start time. The event could be a followup, face-to-face and site visit.
For example, if a time range of 1 June 2020 to 30 June 2020 is selected and event is, it is only going to select leads which visited site in the month of June.
Reports, where you’ll find this filter:
- Agent > Activity (individual columns with event information)
- Visits > All reports (on event site visit and status done)
Time range on marked as
This filter uses a timestamp when a lead was marked as any of the status 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 which 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)
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 which were called by agent or the leads who called the agent in the month of June.
Reports, where you’ll find this filter:
- Agent > Calls Activity
Time range on inquiry made
This filter uses a timestamp when a lead inquired about the project. It is possible that the lead inquired multiple time 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 doen’t matter whether its a first inquiry or mulltiple inquiries., the result will show all the leads with any inquiries done in month of June.
Reports, where you’ll find this filter:
- Marketing > Source wise inquiries
More filters
Apart from a default time range filter on every report, 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. As based on the filter, the data across columns will differ.
Reports, where you’ll find this filter:
- Leads
- Marketing > All reports
- Failures > All reports
Thank You
