Key Report 1

Key report one can be found under the Reports tab using the path Key Reports > #1 - BDC Performance Reports.

This report will provide an overall performance report for each Appointment Coordinator. Key Report 1 calculates the total actions for maintenance, no show, and confirm contact types only.

The report can be run by Inbound and Outbound Combined or Outbound Only with different report views.

Inbound and Outbound Combined Reports:

1.1 - Performance Report By Store
1.2 - Performance Report By StoreName by UserName
1.3 - Performance Report By UserName All Store Combined
1.4 - Performance Report Detail by UserName
1.5 - Performance Report Overall

Outbound Only Reports:

1.1 - Performance Report By Store Outbound
1.2 - Performance Report By StoreName by UserName Outbound
1.3 - Performance Report By Username All Store Combined Outbound
1.4 - Performance Report Overall Outbound

Maintenance Actions

Under the Maintenance Actions Header there are five different sub headers:

Recycle - Only tracks one recycle per customer using distinct customer count.
Productive recycle - Counts only recycles that are marked as productive in recycle setup
Mail - counts letters that were sent
Email - counts emails that were sent
Total Actions - Recycle + Mail + Letter

Appointment Stats

Under the appointment Stats header there are four sub headers:

Total Appts - inbound and outbound
Total Lines
Total Maint Lines
Maint Lines Per Appt

Outbound

Under the OutBound Header there are two sub headers:

Appts Bk'd - counts all outbound appointments that were booked
% of Tot Appts - Displays the percentage of outbound appointments that were booked (Appts Bk'd / Total Appointments)

Appointment Retention

Under the Appointment Retention Header there are five sub headers:

Total Ro's
# of RO's With Maint
#of Maint Lines
Show %
Maint Lines Rtnd %

Maintenance Labour Sales

Under the Maintenance Labour Sales heading there are five sub heading:

Lbr Sales
Lbr Gross
Tech Hours
Hrs Per RO
Eff Lbr Rate

Sales From Appointment

Under the Sales From Appointment Header there are two sub headers:

Lbr Sales
Lbr Gross