Navigate to:
5. Activity Tab
6. Revenue Tab
7. Feeds Tab
1. Important Terminologies
- WIP (Work In Progress) Leads - Claimed + Interested + Meeting Done + Visit Done + Final Negotiation.
- Project Selection - Choose one or more projects, mandates, developers, or cities to view the data.
- There are three types of date-time filters to apply: lead claimed by agent, call start time, or individually column-based.
- More Filters give you advanced functionality to filter the report.
- Total Bookings and the Sale value generated from these units booked.
- Expected closures and sales pipeline.
2. Performance (WIP) Tab
- You can check for the Project, Team & Agent wise performance.
- Select available filters in Rows and Columns to custom-built the report as required.
Performance (WIP)- Columns Terminologies
HOT - WARM - COLD
- Lead rating is the flexible attribute that can be used by the sales team to determine the customer's willingness to purchase the property.
- It can be used in whichever manner your organization decides.
- A few examples which some of the clients are using it are:
| Cases |  |  |  |
| Client 1 | If the lead is going to close the deal within 7 days. Actively looking to buy the property. | If a lead is going to close the deal within 15 days. | There is no surety when the deal will be closed. |
| Client 2 | Lead is highly interested and came for the site visit. | Lead is partially interested (~50% chance). Interested but doesn't have clarity for the next visit or not responding further. | The Lead is not responding at all. Lead is comparing with other projects and will take time to buy. |
3. Leads Received Tab
- This section shows the number of leads received by an Agent, all-time.
- It gives the data for leads received by the Agent which are present in Work In Progress, Ignored, In Failed, In Junk, etc.
- Leads with at least one booking will come in the “In Booking Done” state.
Note: - Time Range(lead_received) is applied to the lead received or claimed by the agent. - By default, you'll see all-time data i.e. leads received or claimed by an agent. - Refer to the Time Range Filters doc for detailed information on Time Range and More Filters. |
Leads Received- Columns Terminologies
| Columns | Descriptions |
| Leads received by agents | Number of leads received by agent |
| WIP | Current work in progress leads on which agent is currently working on (Claimed, Interested, Meeting Done, Visit Done & Final Negotiation) |
| Ignored | Leads on which agent either missed follow-up or no further action was taken |
| In final negotiation | Number of leads that are in Final Negotiations status |
| In booking done | Number of leads that are in booking done status |
| In failed | Number of leads that are in Failed status |
| In junk | Number of leads that are in Junk status |
| Visits done by leads | Number of visits done (per unique lead) |
| In claimed for more than 3 days | Number of leads that are claimed by agents for over 3 days |
| In interested for more than 7 days and no SV planned | Number of leads that are in the Interested bucket of agents for more than 7 days with no site visits planned. |
| In visits done for more than 14 days & no revisits planned | Number of leads that are in the Visit Done bucket of agents for more than 14 days with no revisits planned. |
| Direct walkins | Number of direct walk-ins |
| Patchout received so far | Number of patchouts received so far |
Note: We show 'In Claimed for more than than 3 days', 'In Interested for more than 7 days and no SV planned', 'In Visit Done for more than 14 days and no revisit Planned' alert metrics for sales agents & team leads to take action promptly on these leads. |
Failed vs Junk Logic
Failed | Junk |
Real estate-specific calls/queries. Leads with an appropriate real estate reason will come in the failed category. Example - Project - Interested in other property, Wrong locality. Finance - Budget mismatch, Home loan issue. BHK Mismatch - Configuration didn't match. Lost Interest - Delayed due to the coronavirus. (Agent can mark the lead failed and management will get the report with the selected reason and rechurn them). | Non-real estate specific calls/queries. Leads with non-real state-specific reasons will come in the Junk Category. Leads who are not looking for the property at all. Example - A person called the number accidentally OR didn't inquire about the property at all. Scrap - The agent can select the reason from scrap if it's a non-real state-specific call and it'll show up in the Junk category. |
A Few Key Points -
- If an agent marks the lead as failed and selects a reason from scrap, that lead will go to junk.
- The higher the junk leads percentage, the less will be the quality of leads from various campaigns.
- Failed leads can be re-churned (contacted again) later for conversion.
- We don't allow agents to mark the lead as failed or junk. The reason is that an agent will always mark the lead junk saying that lead quality isn't good.
- So, based on the reason an agent chooses from the Sales app, the system will mark the lead as Failed or Junk.
4. Calls Activity Tab
- The Calls Activity report shows all the call activities i.e. Calls Attempted, Outgoing Successful Calls, Outgoing Call connection percentage.
- Detailed records with call duration like 5-10 sec, 31-1 min, and more than 1 min outgoing calls.
Note: Time Range (call) is applied on the call. Refer to the Time Range Filters doc for detailed information on Time Range and More Filters. |
Call Activity- Columns Terminologies
| Columns | Descriptions |
Outgoing Calls | Number of outgoing calls attempted |
Outgoing Answered | Number of outgoing calls answered by lead |
Outgoing Call connection percentage | Percentage of Outgoing Successful Calls per Calls Attempted Outgoing call connection = Outgoing successful calls/calls attempted |
Outgoing Call Duration | Total duration for outgoing calls |
Incoming Calls | Total answered and missed incoming calls received from the lead |
Incoming Answered | Total incoming calls |
Incoming Call Duration | Total duration for incoming call |
5 - 10 secs outgoing calls | Total outgoing calls with a duration of 5 to 10 seconds |
11 - 30 secs outgoing calls | Total outgoing calls with a duration of 11 to 30 seconds |
31 secs - 1 min outgoing calls | Total outgoing calls with a duration of 31 seconds to 1 minute |
1 min - 2 min outgoing calls | Total outgoing calls with a duration of 1 minute to 2 minutes |
2 min - 3 min outgoing calls | Total outgoing calls with a duration of 2 to 3 minutes |
3 min - 4 min outgoing calls | Total outgoing calls with a duration of 3 to 4 minutes |
4 min - 5 min outgoing calls | Total outgoing calls with a duration of 4 to 5 minutes |
5+ min Outgoing calls | Total outgoing calls with a duration of over 5 minutes |
Outgoing calls more than 1 min | Total outgoing calls with a duration of over 1 minute |
5. Activity Tab
- This section gives you in-depth information about the agent's performance, team, and project.
For example - Site Visits, F2F, Followups, Bookings, etc.
Note: Time Range (call) is applied on the call. Refer to the Time Range Filters doc for detailed information on Time Range and More Filters. |
Activity- Key Terminologies for Columns
| Columns | Descriptions |
| WIP | Current work in progress leads on which agent is currently working on (Claimed, Interested, Meeting Done, Visit Done & Final Negotiation) |
| Ignored | Leads on which agent either missed follow up or no further action was taken |
| Sales Value Generated | Total Sales Value from all bookings done (Total price of one booking = Base price + Floor rise price + Parking price) |
6. Revenue Tab
- This report shows the business done in the past (Sale Value Generated) and Business Expected in the coming days i.e. Sales pipeline, Expected closures & so on.
Note: Time Range (call) is applied on the call. Refer to the Time Range Filters doc for detailed information on Time Range and More Filters. |
Revenue- Key Terminologies for Columns
| Columns | Descriptions |
| In Booking Done | Number of leads currently in booking done status |
| Total Bookings | Number of total bookings |
| Leads Failed after Booking | Number of leads failed after booking |
| Sales Value Generated | Total Sales Value from all bookings done (Total price of one booking = Base price + Floor rise price + Parking price) Partial payment will not be considered in this field. Eg- Token amount. |
| Hot Expected Closure Count | The number of leads present in the Final Negotiation status with the 'Expected Timeline To Buy'. The expected timeline should come within the selected date range. These leads should also have the Budget field value. Use-case: No. of expected closures in the month of April 2023. |
| Hot Sales Pipeline | The total amount in the pipeline is based on the amount declared by the lead which is in the Hot expected closure count column. It takes the minimum value from the revenue range added. Eg- If the lead has defined the budget as 50-70L, Hot Sales Pipeline will be 50L. Use-case: No. of expected revenue in the month of April 2023. |
| 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 a Budget field value. Use-case: No. of expected closures in the month of June 2023. |
Cold Sales Pipeline | Total revenue in pipeline considering Cold Expected Closures. Use-case: No. of expected revenue in the month of June 2023. |
7. Feeds
- This report shows the business done in the past (Sale Value Generated) and Business Expected in the coming days i.e. Sales pipeline, Expected closures & so on.
Note: Time Range (call) is applied on the call. Refer to the Time Range Filters doc for detailed information on Time Range and More Filters. |
8. Downloading The Report
I. Login to the Dashboard.
II. Click on the Agent Tab & open the respective report.
II. Click on the Download icon.
III. Download once the inventory report is ready.
IV. The inventory report will be downloaded in CSV format.
| Note- The report will be downloaded in a CSV file format, and you will see the data based on the selected Project, Team, Agent, rows, columns, etc. |
For any feedback, please reach out to tech-feedback@anarock.com
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