ISA Manager Activities
This article aims to guide you through a detailed breakdown of your ISA Manager Report.
Calls
Unique Leads Called
The number of overall leads with an outbound call made, filtered by the mapped ISA Group within the CURRENT MONTH.
Calls Per Lead
The number of ALL outbound calls made DIVDED by the number of Unique Leads Called, filtered by the mapped ISA Group within the CURRENT MONTH
Connections
The number of overall leads that answered/connected for more than 60 seconds, filtered by the mapped ISA Group within the CURRENT MONTH
Conversations
The number of leads that answered/connected for more than 2 minutes, filtered by the mapped ISA Group within the CURRENT MONTH
Calls Leaderboard This Month
Calls
The number of ALL outbound calls made, filtered by the mapped ISA Group within the CURRENT MONTH
Conversations
The number of overall leads that answered/connected for more than 2 minutes, filtered by the mapped ISA Group within the CURRENT MONTH
Call Stats
Leads Called
The number of overall leads with an outbound call made by the mapped ISA Group within the Selected MONTH/YEAR.
Calls
The number of ALL outbound calls made by the mapped ISA Group within the Selected MONTH/YEAR.
Calls Per Lead
The number of ALL outbound calls made, DIVDED by the number of Unique Leads Called, filtered by the mapped ISA Group within the Selected MONTH/YEAR.
Appointments
The number of Appointments created in FUB created, filtered by the mapped ISA within the Selected MONTH/YEAR.
Calls Per Appointment Set
The number of Appointments created in FUB DIVIDED by the the number of ALL outbound calls made created by the mapped ISA within the Selected MONTH/YEAR.
Deals
The number of Transactions in "Closed" status for the corresponding leads with an APPOINTMENT SET within the SELECTED MONTH/YEAR mapped to the individual ISA.
Calls Per Deal
The number of Transactions in "Closed" status for the corresponding leads with an APPOINTMENT SET within the SELECTED MONTH/YEAR DIVIDED by the number of ALL outbound calls made by the mapped ISA Group within the Selected MONTH/YEAR.
Appointments
Appointments Set
The number of Appointments created in FUB for leads which are mapped to the ISA Group within the CURRENT MONTH.
Appointments Held
The number of mapped Appointments HELD in FUB for leads which are mapped to the ISA Group within the CURRENT MONTH.
Calls per Appointments Set
The number of Appointments created in FUB DIVIDED by SUM of ALL outbound calls made for leads which are mapped to the ISA Group within the CURRENT MONTH.
Calls per Appointment Held
The number of mapped Appointments HELD in FUB DIVIDED by the number of ALL outbound calls made for leads which are mapped to the ISA Group within the CURRENT MONTH.
Appointments Set Leaderboard This Month
Appointments Set
The number of Appointments created in FUB for leads which are mapped to the ISA Group within the CURRENT MONTH.
Appointments Held
The number of mapped Appointments HELD in FUB for leads which are mapped to the ISA Group within the CURRENT MONTH.
Appointments By ISA
Leads Worked
The number of leads with call/text/email activity mapped to corresponding ISA within the selected timeframe.
Appointments Set
The number of appointments created within selected timeframe and mapped appointment 'type' in preferences.
Appointments Scheduled
The number of appointments scheduled within selected timeframe and mapped appointment 'outcome' in preferences.
Appointments Held
The number of appointments Held within a mapped 'met' outcome.
Held Rate
The number of appointments scheduled DIVIDED by the number of held appointments within the selected timeframe.
IMPORTANT NOTE: This list is set to include leads regardless of ignored stages in preferences.
Deals
Top Deals this Month
The number of transactions in 'Closed' status within the CURRENT MONTH mapped to the individual ISA.
Accepted Deals
Transaction records with acceptance date for leads which are mapped to the selected ISA/ISA Group between selected Timeframe, filtered to only include transactions associated with active agents.
Cancelled Deals
Transaction records with a 'Cancelled’ status- Records with acceptance date between selected timeframe mapped to selected ISA/ISA Group, filtered to only include transactions associated with active agents.
Pending Deals
Transaction records in the "Pending" status with acceptance date for leads which are mapped to the selected ISA/ISA Group between selected timeframe, filtered to only include transactions associated with active agents.
Deals Closed
Transaction records in the "Closed" status with acceptance date for leads which are mapped to the selected ISA/ISA Group between selected timeframe, filtered to only include transactions associated with active agents.
Deals Breakdown
Closed - Team Overall
Transaction records in the "Closed" status with acceptance date for leads in the YEAR TO DATE/12 MONTH timeframe, filtered to only include transactions associated with active agents.
Closed - ISA Team
Transaction records in the "Closed" status with acceptance date for leads which are mapped to the selected ISA/ISA Group between YEAR TO DATE/12 MONTH Timeframe, filtered to only include transactions associated with active agents.
Pending - Team Overall
Transaction records in the "Pending" status with acceptance date for leads in the YEAR TO DATE/12 MONTH timeframe, filtered to only include transactions associated with active agents.
Pending - ISA Team
Transaction records in the "Pending" status with acceptance date for leads which are mapped to the selected ISA/ISA Group between YEAR TO DATE/12 MONTH Timeframe, filtered to only include transactions associated with active agents.
Transactions
ISA
ISA that created APPOINTMENT in FUB assigned to Transaction in TMS.
Agent
Assigned Agent that closed the APPOINTMENT set lead from ISA Group, pulled from TMS.
Close Date
Transaction records with close date within the set timeframe with a status of "Active", "Closed", or "Canceled", set to only include leads with an APPOINTMENT created by the ISA Group, filtered to only include transactions associated with active agents.
Acceptance Date
Transaction records with acceptance date within the set timeframe with a status of "Active", "Closed", or "Canceled", set to only include leads with an APPOINTMENT created by the ISA Group, filtered to only include transactions associated with active agents.
Full Address
Transaction records address logged in TMS with acceptance date within the set timeframe with a status of "Active", "Closed", or "Cancel" -- set to only include leads with an APPOINTMENT created by the ISA Group- filtered to only include transactions associated with active agents.
Status
Transaction records "Status" logged in TMS with acceptance date within the set timeframe with a status of "Active", "Closed", or "Cancel" -- set to only include leads with an APPOINTMENT created by the ISA Group- filtered to only include transactions associated with active agents.
Volume
Transaction records Deal Value logged in TMS with acceptance date within the set timeframe with a status of "Active", "Closed", or "Cancel" -- set to only include leads with an APPOINTMENT created by the ISA Group- filtered to only include transactions associated with active agents.