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[Admins] Reporting Overview
[Admins] Reporting Overview
Updated over a year ago

Important: Depending on your access level you may not be able to view all of the below sections. For questions please reach out to our Support team for assistance!


Agent Accountability

The Agent Accountability Dashboard allows you, as Broker/Admin, to view how many leads were assigned to your Agents for a given date range, and track the Agents' actions on those leads -- to hold them accountable.

To access the Agent Accountability Dashboard, expand the Reporting area of your left-hand menu bar, and select Agent Accountability.

Generating Your Report

As a Network Admin user, you have access to viewing the Agent Accountability information associated with each one of your platforms! When first accessing the page, you'll see an overview of the accountability information for all of your websites, and you can click the name of each platform to get more granular detail about them individually.

Select from the criteria in the header section to generate your report.

  • Date Range- this reflect the lead registration date. Select a Quick Date Range or enter a specific start & end date by clicking the Custom Date Range link. Only leads having registered during the specified Date Range will be accounted for in the Dashboard report.

  • Time Lead Was Assigned- the default time is 12 midnight to 12AM midnight to encompass a full day of leads registering. You can also select a specific start & end time for when the leads had to have been assigned to your Agents.

  • Include- select which lead types you wish to include in the report by choosing Buyer leads, Seller leads or Both (Buyer/Seller leads are only included when Both is selected).

  • Active & Non-Active Lead Categories: check the boxes next to the categories you would like accounted for in the report.


If you wish to make your selections the default, click the Save as Default Settings button at the bottom of the criteria area.

If you'd like to export a file with the data in the report, select the Export to Excel option!

Understanding Your Report

Full Name

Agent's first and last name.

Last Logged In

Displays the amount of time since the Agent logged into their account from the BoomTown login page​.

This timing will not update for Agents that remain logged into their BoomTown account.

Sessions

Based on the number of times an Agent actively returns to their account after having gone idle for 20 minutes or more.

Leads Assigned

Number of leads assigned to the Agent within the date range, time frame, lead type and categories selected.

Not Viewed

Leads for which the Agent has not visited their profile page.

This column will only count when the Agent goes into the lead's profile page. Please take into consideration that a lot can be viewed and accomplished through Lead Central without physically opening the profile.

No e-Alerts

Leads (with valid email addresses) that have no e-Alert (this column includes agent e-Alerts, system e-Alerts and visitor created e-Alerts).

No Emails

Leads (with valid email addresses) that have not been sent an email within the date range specified.

Even if a lead has been set-up on a Smart-Drip Plan, this column will still reflect no emails sent until the first Drip email goes out.

No Calls

Any leads (excluding any with an Invalid or Opt-Out Phone Status) your Agent has not logged a call for within the selected date range.

No To-Dos

Lead’s without any To-Dos set.

Time to First Call

The average length of time between a lead being assigned to an Agent and when the Agent makes (and logs) the first call.

Since the No {Action} columns in this Dashboard are accounting for the number of leads your Agent did not take action on, no number (a zero) is a good number!

Drill Down Report

If there are leads your Agents have yet to act on, you can click on the number to view a list of those leads in Lead Central!

The Not Viewed column number will not be clickable as there is no filter option in Lead Central for leads that have not been viewed.

Once viewing the leads in Lead Central, to notify your Agent of these leads through an email, select the Notify Agent link right above the list of leads.

This will pop-up the email composition window with a templated message to your Agent about the leads they're needing to follow up with.

Once you've made any desired changes to the email, click the Send button to send the reminder to your Agent!


Agent Vitals Dashboard

The Agent Vitals Dashboard allows Agents to view opportunities for improvement and click into metrics to start following up with those leads. The Vitals Dashboard updates every 24 hours.

Ranking

User's overall ranking within the platform.

We find each User’s ranking in each of the following equally weighted measures, then average that ranking to determine who should be at the top.

  • Average Response Rate

  • Leads on Smart-Drips

  • Lead Engagement Rate

  • Average Response Time

  • Leads on e-Alerts

  • Transactions Close

Usage

Daily login and training statistics.

Daily Logins: The overall number / percentage of days user logged in within the selected timeframe.

Last Login to Desktop CRM: Days since user last logged into the CRM.

Last Login to NOW App: Days since user last accessed BoomTown NOW.

Training Completed: Date of user's training completion, if available.

Lead Engagement

User’s overall lead engagement through calls, texts, and emails.

Each column includes the number and percentage of leads who were contacted by User within the selected timeframe.

Call: Leads who had a "Talked to Prospect" result logged.

Text: Leads who were texted, or replied to a text, regardless of type.

Emails: Leads who were emailed, or replied to this user. *This includes bulk and Smart-Drip emails, but not system emails.

Overall Leads Engaged: Number of unique leads who were called, texted, and/or emailed, or replied via call, text or email.

Transactions

User's total buyer and seller transactions based on the claimed listing data.

Active Opportunities: Buyer transactions with a status of pre-contract and seller transactions with a status of pre-listing or active listing.

Under Contract: Buyer/seller transactions labeled with a status of under contract.

Closed: Transactions in the closed status that have a close date within the report’s timeframe.

Overall Agent Responsiveness

Average rate of replies and amount of time it took this user to reply to their leads.

Response Rate: Overall percentage of new leads assigned, leads who submitted forms and high activity leads who this user contacted within the selected timeframe.

Response Time: Overall time it took this user to contact new leads and leads who submitted forms.

Please note, this includes leads that were called, texted, or emailed by the Agent -- Drip communication counts as a response, but e-Alert and system-generated emails do not.

Leads with Contact Forms

Total Number of leads who submitted one of the following forms during the report's timeframe.

  • Asked a Question

  • Buy Form

  • Contact Agent

  • Contact Office

  • Contact Us

  • Finance Form

  • Make an Offer

  • Sell Form

  • Home Valuation

  • Showing Request

Leads must have a valid phone number or email to be contacted. Smart-Drip emails along with e-Alert and system-generated emails are not counted as contact attempts to leads with forms.

Contacted: Any lead who filled out a contact form and has been responded to via call, text, or email.

Remaining: Leads who have not been contacted since their most recent form submission.

Response Rate: Percent of leads with forms who have been contacted.

Response Time: Average reply time between the most recent form submission and first contact.

Responded Within 24 Hours: Leads who filled out a form and were called, texted, or emailed within 24 hours.

Called or Texted: Leads that filled out a contact form and were responded to with a call or text specifically.

High Activity Leads

Unique leads who have viewed a listing multiple times; calculated a loan; or Favorited, printed or emailed a listing within the selected time period.

Excludes leads who are seller-only, do not have a valid phone or email, and are in the Pending and Closed categories.

Contacted: Leads with a logged text, email, or call attempt. Smart-Drips are included in contacts, but e-Alerts and system-generated emails are not.

Remaining: Leads who were not contacted.

Response Rate: Percentage of high activity leads who were contacted.

Marketing Automation

Total number of leads in the active categories (New, Qualify, Hot, Nurture, Watch) who have valid email addresses and are not set up on Smart-Drips and e-Alerts, respectively.

Leads on a Smart-Drip plan: Leads in active categories who are set up on a Smart-Drip.

** If you have SAP Leads managed by Concierge: Amount of active leads that are being managed by Concierge.

Smart-Drip emails sent: Emails generated by Smart-Drip plans.

Leads on a plan with Autotext: Percentage of leads who are on a Smart-Drip plan with at least one auto-text step.

Leads on an e-Alert: Leads in active categories who are set up on an e-Alert.

e-Alerts created: e-Alert searches created by this user.

e-Alerts sent: e-Alert emails sent out to assigned leads.

Leads returning from e-Alerts: Leads who have visited the site from an e-Alert email.

Leads with To-Dos

Total number of leads who have To-Dos due within the selected timeframe.

Leads with To-Dos: Leads who had a To-Do due during the selected timeframe.

Remaining: Leads who have at least one overdue To-Do due during the selected timeframe.

Completed: Leads who To-Dos due, but no overdue To-Dos during the selected timeframe.

Tasks: Leads who have a Past Due To-Do for: Arrival Date, Call, Custom Task, Email, Fax, Follow Up, Mail, Text, Thank You

Appointments: Leads who have a Past Due To-Do for: Showing, Meeting, Closing, Open House


Agent Leaderboard

The Agent Leaderboard gives Broker/Admin Users insight into how Agents are ranking against the rest of the team.

We find each Agent’s ranking in each of the following equally weighted measures, then average their ranking to determine who should be at the top.

  • Average Response Rate

  • Leads on Smart-Drips

  • Lead Engagement Rate

  • Average Response Time

  • Leads on e-Alerts

  • Transactions Closed

Reporting is based on the timeframe selected from the drop-down menu at the top of the page.

Average Response Rate: Percentage of leads assigned, leads who submitted forms and high activity leads who were contacted.

Leads on Smart-Drips: Percentage of leads in active categories (New, Qualify, Nurture, and Watch) who have valid email addresses and are set up on a Smart-Drip plan.

Lead Engagement Rate: Number and percent of unique leads who replied to a text, call, and/or email received.

Average Response Time: Average time it took to contact leads assigned and leads who submitted forms.

Leads on e-Alerts: Percentage of leads in active categories (New, Qualify, Nurture, and Watch) who have valid email addresses and are set up on an e-Alert.

Transactions Closed: Transactions in the closed status that have a close date within the report’s timeframe.


Buyer Advertising

The Buyer Advertising Dashboard allows you, as an Admin, to view a breakdown of your monthly BoomTown buyer advertising spend, and gain insight into opportunities for new areas to advertise in, by displaying lead website activity.

The Buyer Advertising Dashboard displays information specific to those who leverage our Digital Marketing services to generate buyer leads. If your team has never utilized these services, the report will not display any information.

To access the Buyer Advertising Dashboard, expand the Reporting area of your left-hand menu bar, and select Buyer Advertising.

As a Network Admin user, you have access to viewing the Buyer Advertising dashboard associated with each one of your platforms! When first accessing the page, there will be a website drop-down menu that you can click to be able to view each website's data individually.

Once you've chosen the platform to view, the top of the page displays information about your advertising budget, advertising spend, and a breakdown of the allocation of the budget spent between Facebook and Adwords -- all for the previous month.

Beneath this is a bar graph showing the number of lead registrations over the past 12 months -- with the past month as the most recent.

Hover over a specific bar on the graph, and you will see the number of lead registrations secured through the advertising that month, along with the overall advertising spend, and the cost per lead (or CPL).

All the information above the Month drop-down menu on the page will be static, and any changes to the selection in this drop-down will have no bearing on the results listed above it. If you'd like to see data beyond the 12 months listed in the graph, please feel free to reach out to us!

Below the bar graph, there's a chart that details areas within your MLS, and three columns (explained below), which will display information according to the month(s) selected in the Month drop-down menu above it.

These columns will default to displaying the prior month's data, but will update accordingly when other months have been selected from the drop-down menu.

Leads

Showcases the areas bringing in registration volume.

This column indicates the area that was advertised (if there are leads allocated therein) when those leads initially came to the site. This may or may not be the area of a property where they ultimately registered.

Other encompasses anything that is being advertised that does not conform to, or cannot be classified to, a specific area.

If you see a zero in the this column, it means that no leads registered as a result of advertising for the area. This likely means that we are not advertising that area (or perhaps we are and no registrations occurred therein as a result of that advertising), but listings were viewed in that city.

Listings View

Displays the number of listings that were viewed by registered leads in the given city.

If you see a zero in this column, it means that no leads viewed listings in that area OR (and most likely), it’s because the area advertised is not a city.

Average List Price

Displays the average list price of listings viewed in the given areas.

If utilizing neighborhood advertising, this will be indicated by a city or area where the neighborhood is located, and then the name of the neighborhood following a colon. Since the area is not a city, you will not see Listing Views in that area. Instead, those neighborhood listing views will be accounted for under the overall city data.


Call Accountability

The Call Accountability Dashboard allows you, as an Admin, to view how many call attempts and contacts are logged for active leads for each Agent in a selected date range.

To access the Call Accountability Dashboard, expand the Reporting area of your left-hand menu bar, and select Call Accountability.


As a Network Admin user, you have access to viewing the Call Accountability information associated with each one of your platforms! When first accessing the page, you'll see an overview of the accountability information for all of your websites, and you can click the name of each platform to get more granular detail about them individually.

Once you've chosen the platform to view, select a Date Range or custom date range for the report.

Choose whether to include All active leads (New, Hot, Watch, Quality, & Nurture), or only those active leads assigned during the given date range.

Last, select whether the report should include all leads, or just those with valid phone numbers (not opted out, or incorrect).

Once you've made your selection, the report will detail the following:

Agent

The Agent's first and last name.

Newly Assigned Leads

Leads that registered during the date range specified, and are assigned to that Agent.

You'll also have the option to include ALL active leads at the top of this page.

Leads Called

Leads that have been called by the Agent during the specified date range.

This only reflects calls logged in the system by the Agent.

Attempt Rate

Calculated by comparing the number of leads the Agent called, to the number of active leads assigned to that Agent.

Contacted

Number of leads the Agent has logged as Talked to Prospect for the specified date range.

Contact Rate

Calculated by comparing the number of leads the Agent Contacted, to the number of Leads Called.

Avg Time to Call Attempt

The average time between when a lead is assigned to the Agent and the first call logged by the Agent.


Category Audit

The Category Audit report provides you with a summary of your team's, and your individual Agents', and your Buyer & Buyer/Seller leads, based on their current category, communication, and other data-- as well as best practices for working them within each category!

This report will automatically update every 24 hours, and the date of the last update displays at the bottom of the page. It's important to note that if an action is taken on a lead (such as changing their category, texting them, etc.), this information will not reflect on the report instantly, and will instead be updated through the next update, and visible the following day. If you notice a discrepancy between data in Lead Central and the report, this is most likely a result of an action taken on a lead, and the report not being updated yet!

To access the Category Audit report, expand the Reporting area of your left-hand menu bar, and select Category Audit.


Sorting the Report

As a Broker/Admin user on your team's account, you'll have the option at the top of the page to select which Buyer Agent you'd like to view the report for -- if no Agent is selected, then the report will default to showing the data about everybody on your team.

Additionally, you can select the filter icon above the drop-down menu, to select whether you'd like the selected Buyer Agent to be included in the stats, or excluded. If they're excluded, they will display with a strike through their name, and it will mean that the report will contain data about the entire team, except that one particular Buyer Agent.

Drilling Down the Report

Within each category, you can click on the various data points to be re-directed to Lead Central, to view a list of leads with the appropriate filters in place.

All of the data points within the Category Audit report look at all communication and/or actions, and not just those performed by the assigned Buyer Agent for the lead.

Since Lead Central will open in a new tab each time you select a data point to view, you will need to ensure that pop-ups are enabled for leads.boomtownroi.com in your browser. The first time you try to select a link to view, you may have the pop-up blocked, but you can likely make a change to disable the pop-up blocker within the URL bar (depending upon your browser -- the example below is Google Chrome).

New Leads

The New Leads area displays the number of leads in your database within the New category, and gives details about the best strategy for approaching New leads.

Selecting any of the four data points within this area will take you to Lead Central to be able to view the specific leads that apply to each section.

Hovering over the area with the description and best practices for new leads will provide you with an average of how many days leads have been in the New category.

Qualify Leads

The Qualify Leads area displays the number of leads in your database within the Qualify category, and gives details about the best strategy for approaching Qualify leads.

Selecting any of the six left and central data points within this area will take you to Lead Central to be able to view the specific leads that apply to each section.

Selecting the options within the Call Attempts area will not re-direct you to Lead Central, however, you can view all the leads within the Qualify category for the Buyer Agent selected by clicking on the description area of this Quality Leads section, and then filtering the Calls column in Lead Central -- to view and sort by the number of attempts for those leads.


Hot Leads

The Hot Leads area displays the number of leads in your database within the Hot category, and gives details about the best strategy for approaching Hot leads.

Selecting any of the three data points within this area will take you to Lead Central to be able to view the specific leads that apply to each section.

Nurture Leads

The Nurture Leads area displays the number of leads in your database within the Nurture category, and gives details about the best strategy for approaching Nurture leads.

Selecting any of the four data points within this area will take you to Lead Central to be able to view the specific leads that apply to each section.

Watch Leads

The Watch Leads area displays the number of leads in your database within the Watch category, and gives details about the best strategy for approaching Watch leads.

Selecting any of the three data points within this area will take you to Lead Central to be able to view the specific leads that apply to each section.

All Active Leads

The Active Leads area displays the number of leads in your database within the active categories (New, Qualify, Hot, Nurture & Watch), who have visited the site in the last 30 days-- and gives details about the best strategy for approaching these Active leads.

Selecting either of the two left-hand data points within this area will take you to Lead Central to be able to view the specific leads that apply to each section.

Selecting the options within the Call Attempts area will not re-direct you to Lead Central, however, you can view all the leads within the Active categories for the Buyer Agent selected by clicking on the description area of this Active leads section, and then filtering the Calls column in Lead Central -- to view and sort by the number of attempts for those leads.

Archive Leads

The Archive Leads area displays the number of leads in your database within the Archive category, and gives details about the best strategy for approaching Archive leads.

Selecting the data point within this area will take you to Lead Central to be able to view the specific leads that apply to the section.

Trash Leads


The Trash Leads area displays the number of leads in your database within the Trash category, and gives details about the best strategy for approaching Trash leads.

Selecting the data point within this area will take you to Lead Central to be able to view the specific leads that apply to the section.


Company Vitals Dashboard

The Vitals Dashboard provides Broker/Admins insight into how well your team is performing, and how you rank against other users of similar tenure in the system. The Vitals Dashboard updates every 24 hours. All reports are based on a four-week timeframe.

To access the Vitals Dashboard, expand the Reporting area of your left-hand navigation menu, and select Vitals Dashboard.

From there, select one of five main reports (Company Vitals, Agent Leaderboard, Agent Vitals, Detail View, Training Attendance).

Company Vitals

Percentile

Your platform’s overall rank is based on your current tenure and platform type.

There are 15 vitals that influence the percentile, all equally weighted:

  1. New leads contacted

  2. New leads contacted within critical 1st hour

  3. Leads still in New category

  4. High activity leads contacted

  5. Leads with contact forms contacted

  6. Leads with contact forms responded to within 24 hours

  7. Percent transactions claimed

  8. Current Paid Budget

  9. Leads per agent weekly

  10. Active leads on e-Alert

  11. Active leads on Smart-Drip

  12. User logins

  13. User sessions

  14. App adoption

  15. Training attendance/certifications

Lead Generation

Current ad budget and lead average per agent.

Current Paid Budget: Current paid (buyer and seller) advertising budget managed by BoomTown.

Leads per Agent: Average number of leads (who are in an active category) and were assigned to an agent. *This only includes agents who have received a lead during the timeframe.

Usage

Daily login and training statistics.

Daily Logins: The overall number / percentage of users who have logged in.

Desktop CRM: Average number of users who have logged in and created new sessions (these occur after an hour of inactivity).

NOW App: Average weekly users who have accessed BoomTown NOW.

Training Completed: Users who have completed a virtual training series (Fundamentals, Advanced, or New Agent), an onsite training, or a Regional Training since January 1, 2019. *This does not include Agent Profile-Only users or lenders.

Lead Engagement

Your team’s overall lead engagement through calls, texts, and emails.

Each column includes the number and percentage of leads who were contacted in the four-week timeframe by:

Call: Leads who had a "Talked to Prospect" result logged.

Text: Leads who were texted, or replied to a text, regardless of type.

Emails: Leads who were emailed, or replied to an Agent. *This includes bulk and Smart-Drip emails, but not system emails.

Overall Leads Engaged: Number of unique leads who were called, texted, and/or emailed, or replied via call, text or email.

Transactions

Your team’s total buyer and seller transactions based on the claimed listing data.

Active Opportunities: Buyer transactions with a status of pre-contract and seller transactions with a status of pre-listing or active listing.

Under Contract: Buyer/seller transactions labeled with a status of under contract.

Closed: Transactions in the closed status that have a close date within the report’s timeframe.

Unclaimed: Within your My Deals, the number of transactions based on your users’ Agent MLS numbers that have not been claimed or dismissed. (We require you to claim 75% of your unclaimed transactions. If there are no transactions to claim, you will be given credit for this vital.)

Overall Agent Responsiveness

Your team’s average rate of replies and amount of time it took to reply to their leads.

Response Rate: Overall percentage of new leads who registered, leads who submitted forms and high activity leads who your team contacted.

Response Time: Overall time it took your team to contact new leads and leads who submitted forms.

Please note, this includes leads that were called, texted, or emailed by the Agent -- Drip communication counts as a response, but e-Alert and system-generated emails do not.

Leads with Contact Forms

Total Number of leads who submitted one of the following forms during the report's timeframe.

  • Asked a Question

  • Buy Form

  • Contact Agent

  • Contact Office

  • Contact Us

  • Finance Form

  • Make an Offer

  • Sell Form

  • Home Valuation

  • Showing Request

Leads must have a valid phone number or email to be contacted. Smart-Drip emails along with e-Alert and system-generated emails are not counted as contact attempts to leads with forms.

Contacted: Any lead who filled out a contact form and has been responded to via call, text, or email.

Remaining: Leads who have not been contacted since their most recent form submission.

Response Rate: Percent of leads with forms who have been contacted.

Response Time: Average reply time between the most recent form submission and first contact.

Responded Within 24 Hours: Percentages of leads who filled out a form and were called, texted, or emailed within 24 hours.

Called or Texted: Leads that filled out a contact form and were responded to with a call or text specifically.

High Activity Leads

Unique leads who have viewed a listing multiple times; calculated a loan; or Favorited, printed or emailed a listing.

Excludes leads who are seller-only, do not have a valid phone or email, and are in the Pending and Closed categories.

Contacted: Leads with a logged text, email, or call attempt. Smart-Drips are included in contacts, but e-Alerts and system-generated emails are not.

Remaining: Leads who were not contacted.

Response Rate: Percentage of high-activity leads who were contacted.

Marketing Automation

Total number of leads in the active categories (New, Qualify, Hot, Nurture, Watch) who have valid email addresses and are set up on Smart-Drips and e-Alerts, respectively.

Leads on a Smart-Drip plan: Leads in active categories who are set up on a Smart-Drip Plan.

** If you have SAP Leads managed by Concierge: Amount of active leads that are being managed by Concierge.

Smart-Drip emails sent: Emails generated by Smart-Drip plans.

Leads on a plan with Autotext: Percentage of leads who are on a Smart-Drip plan with at least one auto-text step.

Leads on an e-Alert: Leads in active categories who are set up on an e-Alert.

e-Alerts created: e-Alert searches created by users.

e-Alerts sent: e-Alert emails sent out.

Leads returning from e-Alerts: Leads who have visited the site from an e-Alert email.

Leads with To-Dos

Total number of leads who have To-Dos due during the timeframe.

Leads with To-Dos: Leads who had a To-Do due during the four-week timeframe.

Remaining: Leads who have at least one overdue To-Do due during the four-week timeframe.

Completed: Leads who To-Dos due, but no overdue To-Dos during the 4 week time frame.

Tasks: Leads who have a Past Due To-Do for: Arrival Date, Call, Custom Task, Email, Fax, Follow Up, Mail, Text, Thank You

Appointments: Leads who have a Past Due To-Do for: Showing, Meeting, Closing, Open House

Agent Leaderboard

The Agent Leaderboard gives Broker/Admin Users insight into how Agents are ranking against the rest of the team.

We find each Agent’s ranking in each of the following equally weighted measures, then average their ranking to determine who should be at the top.

  • Average Response Rate

  • Leads on Smart-Drips

  • Lead Engagement Rate

  • Average Response Time

  • Leads on e-Alerts

  • Transactions Closed

Reporting is based off the timeframe selected from the drop-down menu at the top of the page

Average Response Rate: Percentage of leads assigned, leads who submitted forms and high activity leads who were contacted.

Leads on Smart-Drips: Percentage of leads in active categories (New, Qualify, Nurture, and Watch) who have valid email addresses and are set up on a Smart-Drip plan.

Lead Engagement Rate: Number and percent of unique leads who replied to a text, call, and/or email received.

Average Response Time: Average time it took to contact leads assigned and leads who submitted forms.

Leads on e-Alerts: Percentage of leads in active categories (New, Qualify, Nurture, and Watch) who have valid email addresses and are set up on an e-Alert.

Transactions Closed: Transactions in the closed status that have a close date within the report’s timeframe.

Agent Vitals

Agents have their own personal vitals report. They can view opportunities for improvement and click into metrics to start following up with those leads. For more information on the Agent Vitals Dashboard, click here.

Detail View

All the data, all the metrics, and all in one place! The Detail View gives you all the stats you need about each of the report’s tracked metrics, in total and broken down by Agent.

The Detail View page consists of the following information:


Need to work on this data in Excel or a .csv? Use the handy “Export” button located on the right side on this screen to download a file of the Detail View.

Training Attendance

We’ve made it easier for Broker/Admins to encourage agents to complete training with our new Training Attendance Report! Simply navigate to the Vitals Report in your left hand navigation, and look for the link to Training Attendance at the top of the report.

When you select an Agent's name in the table located under the Active User's list, the training courses they have attended will appear in the far right column under "Training Courses for (name of Agent selected)".

If you don't select an Agent's name in the table located under the Active User's list, you will see all of the training courses completed by the team in the far right column under "Training Courses for All".


Email Accountability

The Email Accountability Dashboard allows you, as a Broker/Admin, to view how many emails have been sent to active leads for each Agent in a selected date range.

To access the Email Accountability Dashboard, expand the Reporting area of your left-hand menu bar, and select Email Accountability.

As a Network Admin user, you have access to viewing the Email Accountability information associated with each one of your platforms! When first accessing the page, you'll see an overview of the accountability information for all of your websites, and you can click the name of each platform to get more granular detail about them individually.

Once you've chosen the platform to view, select a Date Range or custom date range for the report.


Choose whether to include Smart-Drip Plan emails, and/or Bulk Emails in the report.

Once you've made your selection, the report will detail the following:

Agent

The Agent's first and last name.


ALERTS

The number of open Messages the Agent has not yet acted on or dismissed.

Select the down arrow on the option for each Agent to view their current Messages.


Active Leads

The number of registered leads with valid email addresses that are assigned to the Agent in active categories (New, Watch, Qualify, Nurture & Hot).

Leads Emailed

The number of active leads the Agent has sent emails to during the specified date range.

If you select to Include Drip Emails, this column will also include emails sent for Smart-Drip plans. This column will only reflect Drip emails once the first Smart-Drip step has been sent.

Attempt Rate

Calculated by comparing the number of active leads the Agent has emailed, to the number of active leads the Agent is assigned.

Responses

The number of active leads who have replied to an email from the Agent during the specified date range.

Response Rate

Calculated by comparing the number of active leads the Agent emailed, to the number of active leads who replied to an email from the Agent.

Avg Time For Agent To Reply

For the specified date range, the average time between when the Agent received a lead's email and when the Agent replied back to it.


Lead Sources

The Lead Sources Dashboard allows you, as an Admin, to view how many leads were added to your team's account for a given time frame, and view the category of the leads at the time selected -- to help determine the lead quality.

To access the Lead Sources Dashboard, expand the Reporting area of your left-hand menu bar, and select Lead Sources.

As a Network Admin user, you have access to viewing the Lead Sources information associated with each one of your platforms! When first accessing the page, you'll see an overview of the Lead Sources information broken down by BoomTown Registered and Imported Leads for all of your websites, and you can click the name of each platform to get more granular detail about them individually.

Once you've chosen the platform to view, select a Date Range or custom date range for the report.

Your selection here will affect both the BoomTown Registered and Imported Leads reports.

BoomTown Registered

This first report displays leads that have registered on your BoomTown site and the sources those leads are coming from -- showing the total number of leads, and the current categories those leads are in for the selected date range.

The Lead Sources Dashboard excludes leads with the AGENT, REFERRAL, REPEAT, or LISTING_EMAIL lead source -- as these sources are not indicative of leads that were generated via web traffic.

Imported Leads

The Imported Leads report will display the total number of leads that have been imported into the system, and the current categories those leads are in for the selected date range.

Use the Filter drop-down to view separate reports for leads imported via:

  • 3rd Party Imports -- leads auto-imported through email forwarding.

  • API Imports -- leads imported through Zillow TechConnect.

  • Manually Entered -- leads that have been manually added to the system.

  • Bulk Imported -- leads imported by our Support Team.


Lender Usage Dashboard

The Lender Usage Dashboard allows you, as a Broker/Admin, to view how many leads were assigned to your Lenders for a given date range, and track the Lenders' actions on those leads -- to hold them accountable.

To access the Lender Usage Dashboard, expand the Reporting area of your left-hand menu bar, and select Lender Usage.

Generating Your Report

As a Network Admin user, you have access to viewing the Lender Usage information associated with each one of your platforms! When first accessing the page, you'll see an overview of the usage information for all of your websites, and you can click the name of each platform to get more granular detail about them individually.

Once you've selected the platform to view, select from the criteria in the header section to generate your report:

  • Date Range- this reflects the lead registration date. Select a Quick Date Range or enter a specific start & end date by clicking the Custom Date Range link. Only leads having registered during the specified Date Range will be accounted for in the Dashboard report.

  • Show Leads- this determines which lead categories will be considered in the results.

    • Active Only - New, Qualify, Nurture, Watch, & Hot

    • All Leads - All Lead Categories (New, Qualify, Nurture, Watch, Hot, Pending, Closed, Archive & Trash)

  • Time Lead Was Assigned- the default time is 12 midnight to 12AM midnight to encompass a full day of leads registering.

Understanding Your Report

Full Name

Lender's first and last name.

Last Logged In

Displays the amount of time since the Lender logged into their account from the BoomTown login page​.

This timing will not update for Lenders that remain logged into their BoomTown account.

Sessions

Based on the number of times a Lender actively returns to their account after having gone idle for 20 minutes or more.

Leads Assigned

Number of leads assigned to the Lender within the date range, time frame, lead type and categories selected.

Not Viewed

Leads for which the Lender has not visited their profile page.

This column will only count when the Lender goes into the lead's profile page. Please take into consideration that a lot can be viewed and accomplished through Lead Central without physically opening the profile.

No Emails

Leads (with valid email addresses) that have not been sent an email within the date range specified.

Even if a lead has been set-up on a Smart-Drip Plan, this column will still reflect no emails sent until the first Drip email goes out.

No Calls

Any leads (excluding any with an Invalid or Opt-Out Phone Status) your Lender has not logged a call for within the selected date range.

No Texts

Any leads (excluding any with an Invalid or Opt-Out Phone Status) your Lender has not sent a text message to within the selected date range.

No To-Dos

Lead’s without any To-Dos set.

Time to First Action

The average length of time between a lead being assigned to a Lender and when the Lender takes the first action (logging a call, sending an email, sending a text message, etc.).

Time to First Text

The average length of time between a lead being assigned to a Lender and when the Lender sends the first text message.

Since the No {Action} columns in this Dashboard are accounting for the number of leads your Lender did not take action on, no number (a zero) is a good number!

Drill Down Report

If there are leads your Lenders have yet to act on, you can click on the number to view a list of those leads in Lead Central!

The Not Viewed column number will not be clickable as there is not a filter option in Lead Central for leads that have not been viewed.

Upon being taken to Lead Central, the appropriate filters will already be selected for you, so you can view a list of those leads your Lender hasn't taken a certain action on.

To notify your Lender of these leads, copy the URL at the top of your browser and paste it into an email to your Lender.


Traffic Dashboard

The Traffic Dashboard provides insight into exactly where your leads are coming from, (not just the source, but even the physical location) and all the critical web performance data you need like: Top Traffic Sources, Web Performance Data from Google Analytics, and Top Content Pages.

We encourage you to watch our OnDemand Training video for an in-depth look at the Traffic Dashboard.

To access the Traffic Dashboard, expand the Reporting area of your left-hand menu bar and select Traffic Dashboard.

The Traffic Dashboard consists of three separate tabs.

Traffic by Source

Overall Traffic

​​Top Content Pages

The data on the Traffic Dashboard refreshes daily around 3:00 - 4:00 PM EDT. When looking at the report prior to 3:00 PM EDT you may notice the data is ~24 hours behind. Just check back a bit later as it should be up-to-date by about 4:00 PM EDT.

Traffic by Source

Select a Time Frame from the drop-down menu provided.

Understanding Your Report

At the top of the Traffic by Source report you'll see a Total Traffic Overview divided into Visits, Visitors, All Leads Visiting, and New Leads Registered for the time period selected.

Visits

Visitors

All Leads Visiting

New Leads Registered

New Leads Traffic

The bar graph depicts the New Leads Registered by Original Source during the time period selected.

The Original Source will populate the source based on an in-depth list within the database. However there are sometimes outside sources, such as vanity domains, that aren't included on the BoomTown source list, and will therefore display as UNKNOWN on the Traffic Dashboard.

If you or your Agents are utilizing the Link Generator tool to build out tracking links, hover over "Original Source" and click the [+] to view Campaigns. Campaigns will reveal specifically which tracking link traffic is coming from, as the source of your tracking links could be the same.

To the right of the bar graph we show you the Total Number of New Leads Registered, the New Leads Showing High Activity, and which of those New Leads Completed a Contact Form. You can drill down by selecting a specific source from the "Filter by Source" drop-down menu provided.

Click each section to view the list of leads in Lead Central.

Traffic Based On

The Traffic Based On portion of the report will display Visits, Visitors, and All Leads Visiting data by source.

Look to the right of the bar graph for deeper insights. We show you Mobile Website or App visit counts, visits that are considered High Activity, and visits that were completed with a Contact Form.

If you or your Agents are utilizing the Link Generator tool to build out tracking links, hover over "Original Source" and click the [+] to view Campaigns. Campaigns will reveal specifically which tracking link traffic is coming from, as the source of your tracking links could be the same. Also, click the source data bar to drill down for more data.

Overall Traffic

To the right of the Traffic by Source is the Overall Traffic tab. This report gives you a Visit Count Breakdown, Average Visit Duration, and Visits by Top Location. Some of the data on this report is sourced from Google Analytics.

Visit Count Breakdown

View a breakdown of New Visits, Return Visits, and All Visits during the time frame selected. Use the Visits Based On drop down menu to switch between Visitors, All Leads Visiting, and New Leads Registered.

Hover of the data line to view the number of visits on a specific day.

Average Visit Duration

The data provided here is sourced from Google Analytics. Here we display the Average Visit Duration for the visit group selected during the specific time frame selected.

Visits by Top Location

See a breakdown of where your leads are browsing from -- we show you the top states and cities. The data for this report is sourced from Google Analytics.

Click on the state to view the top cities in that specific state.

Top Content Pages

See which pages on your site are being viewed the most and engaging your visitors effectively.

Home Page & Finance Page

See the total number of Home Page and Finance Page views during the time frame selected.

Views include views to the main site as well as agent subdomains. This report is based on data from Google Analytics.

Top Content Pages

This graph displays the top 10 most viewed pages on your site.

Click on the page to view the top subpages.

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