Aptlet Reports provides insight on team productivity and performance. Lead board reporting is even more extensive with the power to capture source attribution and lost reason breakdown.
In this article, you'll learn:
- Reporting basics
- Standard widget metrics and uses
- Custom widget configuration
Reports are found on every Aptlet board by clicking the Reports tab in the upper-left part of the board.
The date range for the Reports defaults to a 30-day rolling period but can be adjusted to capture insights from other date ranges, too. Download a report to save the metrics of the selected date range as a PDF to your computer. Share a report to attach the report to an email in the same file format for easy distribution.
Standard widgets can be installed as a package from the Aptlet board > Reports view > Add Widget > Install All Standard Widgets:
Analyze both lead count and stage-by-stage funnel rate based on Assignee with Conversation by Assignee:
💡 Use this report to see your leading and lacking team performers. In the above example. Adriana Bellflower has the most leads, but she has not converted any into a signed lease.
Analyze both lead count and stage-by-stage funnel rate based on lead Source with Conversation by Source:
💡 Use this report to see your top-performing marketing channels and internet listing sources. In the above example, the Property Website converts the most leads.
View a breakdown of lead count by stage with Lead by Stage:
💡 Use this report to see a general count of cards by stage.
Custom Widget Configuration
Create your own custom reporting widget by going to the Aptlet board>>Reports view > Add Widget > Custom Report Widget
A table consists of rows and columns akin to a spreadsheet and is the most basic way to report on pairs of related values. Use a table to report on metrics like Lost Reason by Source to see which channels provide to lowest quality leads and why.
Stacked bar graphs are suitable for categorical data of numerical values. Use a stacked bar to report on metrics like Renewal Terms to see the various extension periods tenants agree to when offered a lease renewal:
Pie charts are suitable for categorical data that can be divided into segments to show a percentage of each segment proportionate to the other. Use a pie chart to report on metrics like Notice to Vacate reason to compare the reason tenants give to not renew their lease, like detailed on the Unqualified Leads report: