You can generate the Agent Performance report in CRM IQ to view calls, texts, emails, appointments, shows and application counts, and other agent performance metrics for a specified period.
To generate the report
From the top menu, select Reports > Leasing column > Agent Performance.
Complete the report's filter:
Filter | Description |
Property | The property, properties, or property list you want to generate the report for. |
Summary Type | The way you want the report's information to be organized. Property Summarizes the report's information by property. Property/Agent Summarizes the report's information by property and then by leasing agent. Prospect Summarizes the report's information by prospect. |
Include Inactive Agents | Yes Includes data for agents marked as inactive. Active Prospects Includes data for agents marked as inactive that are currently assigned to one or more active prospects. No Doesn't include data for agents marked as inactive. |
Date Range | The time period you want to generate the report for. |
CLO | Choose Yes if you selected a CLO property in the Property field (above). |
3. Click Display. The report appears.
4. To export the report as a PDF or Excel file to your device:
Click Export.
To save the report as an Excel file, click Export Excel. The file downloads to your device.
To save the report as a PDF file, click Export PDF. The file downloads to your device.
Agent Performance report column reference
Column | Description |
Active | (Only appears when summarized by Property/Agent.) Indicates whether the agent is active or inactive. |
Activity % | (Only appears when summarized by Property/Agent.) Percentage of all activities at the property for which the agent is credited: [(Calls + Emails + SMS + Chats + Web Leads + Walk-ins + Appointments + Shows + Others + Follow-ups Completed + Applications + Leases) ÷ (Total row values)] × 100% |
Current Assigned Prospects | (Only appears when summarized by Property/Agent.) Number of prospect guest cards assigned to the agent. |
New Prospects | Number of new prospect guest cards created during the specified period: Calls + Emails + SMS + Chats + Web Leads + Walk-ins + Others |
New Prospects Calls | Number of new prospect guest cards with the Call first contact type. |
New Prospects Emails | Number of new prospect guest cards with the Email first contact type. |
New Prospects Texts | Number of new prospect guest cards with the Text first contact type. |
New Prospects Chats | Number of new prospect guest cards with the Chat first contact type. |
New Prospects Web | Number of new prospect guest cards with the Web first contact type. |
New Prospects Walk-ins | Number of new prospect guest cards with the Walk-In first contact type. |
New Prospects Other | Number of new prospect guest cards with the Other first contact type. |
Dismissed | Number of dismissed CRM Queue items by agent or per property during the specified period. |
Appointments | Number of appointments created by the agent or per property during the specified period. |
Shows | Number of unit showings (first and return showings) during the specified period. |
Applications | Number of applications submitted during the specified period. (When summarized by Property/Agent, the agent that completed the actual work receives credit for this count.) |
Leases | Number of new leases counter-signed/executed during the specified period. (When summarized by Property/Agent, the agent that completed the actual work receives credit for this count.) |
Move-Ins | Number of move-ins posted by the agent or per property during the specified period. |
Follow-ups Assigned | Number of follow-ups assigned to the agent or per property during the specified period. |
Follow-ups Completed | Number of follow-ups completed during the specified period. |
Follow-ups Missed | Number of follow-ups missed during the specified period (follow-ups that are not completed after the grace period from the time of assignment). |
Follow-ups Missed % | Percentage of follow-ups missed during the specified period: Follow-ups Missed × 100% |
Last Login Date | (Only appears when summarized by Property/Agent.) |
Days Since Last Login | (Only appears when summarized by Property/Agent.) |