Read your dashboard and lead report

Platform: ResiCRM · For: Sales, Executive Director, Regional Sales Director, Organization Admin

Dashboard shows today's work. Lead Report shows how leads turned out. Counselors see this report as My leads.

Use the dashboard

1. Go to Dashboard.
2. Pick a community, or leave All communities.
3. Review the top numbers: Active prospects, Needs attention, Tours this month and Move-ins this month.
4. Work Follow through today.
5. Check Families that need your attention. Filter by Contact needed, Unassigned or Review outstanding.
6. Use Visits on the horizon to see tours and staycation arrivals. Choose Next 7 days or Next 30 days.

Other panels cover Sales momentum, Pipeline & readiness, Move-in preparation and Community snapshot.

Run the lead report

1. Go to Lead Report or My leads under Insights.
2. Set From and Through, and choose Apply dates.
3. Pick a community.
4. Review Leads, Within target %, Median contact hours, Tours, Signed deposits and Move-ins.
5. Choose Print summary, or use CSV on a table.

Good to know

• The report groups leads by the date they were created. Outcomes can come after the selected period.
• Not enough data means a figure cannot be worked out yet.
• Source spend comes from approved and reimbursed expenses.
• Attention lists are about sales follow-through. They are not a clinical risk assessment.

If something goes wrong

If the report does not load, choose Retry or Reset report dates.

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.