Channel Partners Tab

Modified on Thu, 5 Oct, 2023 at 7:07 PM



Navigate to:

1. Agent Activity

2. Agent CP Calls Activity

3. CP Activity

4. Leads received

5. Daily Activity

6. Not Interested Reasons



1. Agent Activity 



Agent Activity- Columns Terminologies

Columns

Descriptions

All CP

All unique CPs (including CPs from WIP, No Activity, & Not Interested buckets)

WIP CP

All Unique CP which are in either Meeting Done or Lead SV Done or Booking Done Status

CP Active by Bookings

Unique CP with minimum 1 Booking done of lead

CP Active by Lead Site Visits

Unique CP with minimum 1 site visit done of lead

CP Active by Meetings

Unique CP with at least 1 inbound or outbound meeting

CP Marked No Activity

Unique CP who are in No Activity Status

Ignored CP

CPs those are inactive for last 7 days

CP SV Done

Successful CP self Site Visit (Inbound)

CP F2F Done

Agent Outbound Meeting with CP

CP FU Done

Successful follow-up call with CP

CP Marked Not Interested

Unique CP who are not interested in the project. Reasons can be multiple.

CP SV Planned

Planned site visit for the CP for the selected date range

CP SV Missed

Missed site visit for the CP for the selected date range

CP SV Cancelled

Canceled site visit for the CP for the selected date range

CP F2F Planned

Planned face-to-face meeting with the CP for the selected date range

CP F2F Missed

Missed face-to-face meeting with the CP for the selected date range

CP F2F Cancelled

Canceled face-to-face meeting with the CP for the selected date range

CP FU Planned

Planned follow-ups with the CP for the selected date range

CP FU Missed

Missed follow-ups with the CP for the selected date range

CP FU Cancelled

Canceled follow-ups with the CP for the selected date range



2. Agent CP Calls Activity



Agent CP Calls Activity- Columns

Columns

Descriptions

CP outgoing calls

Total Outgoing Calls from Agent to CP

CP outgoing answered

Calls from Agent to CP with a duration of more than 5 seconds

Incoming calls from CP

All Incoming calls from CP to Agent

CP outgoing call connection percentage

Outgoing Successful Calls per Total Outgoing Calls

Outgoing Calls of more than 1 min to CP

Outgoing Calls of more than 1 min to CP

31 secs - 1 min Outgoing Calls to CP

31 secs - 1 min Outgoing Calls to CP

11 - 30 secs Outgoing Calls to CP

11 - 30 secs Outgoing Calls to CP

5 - 10 secs Outgoing Calls to CP

5 - 10 secs Outgoing Calls to CP



3. CP Activity



CP Activity- Columns

Columns

Descriptions

Visits Done by Leads

Number of visits done (per unique lead)

Revisits Done

Number of Revisits (per unique lead)

Lead Direct Walkins with CP

Total Lead Direct Walkins with CP

CP In Booking Done

Number of bookings done for leads.

CP Total Bookings

Total bookings done by the respective CPs

Sales Value Generated

Total Sales Value from all bookings done. (Total price of one booking = Base price + Floor rise price + Parking price)

Hot Expected Closure Count

No. of leads with Final Negotiation status and Expected timeline to Buy field value is within the selected time range (these leads should also have Budget field value). Use-case: No. of expected closures in the month of April 2021.

Hot Sales Pipeline

Total revenue in pipeline considering Hot Expected Closures. Use-case: No. of expected revenue in the month of April 2021.

Cold Expected Closure Count

No. of leads which are marked as either Claimed, Interested, Visit Done, Meeting Done, and Expected timeline to Buy field value is within the selected time range (these leads should also have Budget field value). Use-case: No. of expected closures in the month of June 2021.

Cold Sales Pipeline

Total revenue in pipeline considering Cold Expected Closures. Use-case: No. of expected revenue in the month of June 2021.



4. Leads Received



Leads Received- Columns

Columns

Descriptions

CP Leads Received

Number of leads brought by Channel Partner

CP WIP Leads

Number of leads brought by Channel Partner which are now in progress

CP In Booking Done

Number of bookings done for leads

In Failed

Number of leads in the failed status

In Junk

Number of leads in the Junk status

In Call Center

Number of leads in the call center

Visits Done by Leads

Number of visits done (per unique lead)

Revisits Done

Number of Revisits (per unique lead)



5. Daily Activity



Daily Activity- Columns

Columns

Descriptions

Visit so far

Number of visits done so far

In Booking Done

Number of leads currently in booking done status

Failed so far

Number of leads failed so far



6. Not Interested Reason



Not Interested Reason- Columns

Columns

Descriptions

CP Count

Count of CPs who are marked Not Interested in different projects as per the respective reasons



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