This article aims to guide you through a breakdown of your Appointments Report.
Appointments Snapshot
Appointments Created
Appointments Created
SUM of Appointments created in FUB for leads which are mapped to the selected SOURCE/AGENT/GROUP/LEAD TYPE created within the selected Timeframe
IMPORTANT NOTE: This pulls based on active leads assigned to agents. If an agent leaves the team, and reassigns an old appt set lead to a pond, these leads will not pull into numbers. Use Appointments Report to see all appts created regardless of agents assigned.
Appointments Held
SUM of Appointments held in FUB for leads which are mapped to the selected SOURCE/AGENT ON APPOINTMENT/GROUP/BUYER SELLER/LEAD TYPE/APPOINTMENT TYPE CREATED/SCHEDULED within the selected Timeframe.
Appointments Not Held
SUM of Appointments NOT held in FUB for leads which are mapped to the selected SOURCE/AGENT ON APPOINTMENT/GROUP/BUYER SELLER/LEAD TYPE/APPOINTMENT TYPE CREATED/SCHEDULED within the selected Timeframe.
Appointments with No Outcome
SUM of Appointments with NO OUTCOME in FUB for leads which are mapped to the selected SOURCE/AGENT ON APPOINTMENT/GROUP/BUYER SELLER/LEAD TYPE/APPOINTMENT TYPE CREATED/SCHEDULED within the selected Timeframe.
Appointments Scheduled
Appointments Scheduled
SUM of Appointments SCHEDULED in FUB for leads which are mapped to the selected SOURCE/AGENT/GROUP/LEAD TYPE within the selected Timeframe.
Appointments Held
SUM of Appointments held in FUB for leads which are mapped to the selected SOURCE/AGENT ON APPOINTMENT/GROUP/BUYER SELLER/LEAD TYPE/APPOINTMENT TYPE CREATED/SCHEDULED within the selected Timeframe.
Appointments Not Held
SUM of Appointments NOT held in FUB for leads which are mapped to the selected SOURCE/AGENT ON APPOINTMENT/GROUP/BUYER SELLER/LEAD TYPE/APPOINTMENT TYPE CREATED/SCHEDULED within the selected Timeframe.
Appointments with No Outcome
SUM of Appointments with NO OUTCOME in FUB for leads which are mapped to the selected SOURCE/AGENT ON APPOINTMENT/GROUP/BUYER SELLER/LEAD TYPE/APPOINTMENT TYPE CREATED/SCHEDULED within the selected Timeframe.
Appointment Overview
Agent(s) On Appointment
Agent(s) assigned in FUB.
Lead Name/ Link
Name of the lead in FUB.
Appt Created
Date from FUB that appt was created for corresponding lead.
Appt Time
Appt Set Date from FUB for corresponding lead.
Type
Appt Set "Type" from FUB for corresponding lead.
Outcome
Appt Set "Outcome" from FUB for corresponding lead.
Created By
This pulls the corresponding FUB User ID to track who created the appt in FUB.
Lead Source
SOURCE pulled from FUB for corresponding leads with appointment created.
Current FUB Stage
STAGE pulled from FUB for corresponding leads with appointment created.
Created By Type
This pulls the corresponding FUB User ID to track who created the appt in FUB, mapped to show "User Role" from preferences (ie. Agent/Staff).
NOTE: All of the above is narrowed down further depending on selected TIMEFRAME/SOURCE/AGENT ON APPOINTMENT/GROUP/BUYER SELLER/LEAD TYPE/APPOINTMENT TYPE/SET BY ROLE/SET BY USER