The Agency Report can be found in the Reports section in the left navigation under the Other section towards the bottom.
The Agency Report can be used to share with your advertising agency. This report does not display any financial information, only lead statistics.
Copy the URL at the top of this report and share it with your advertising agency. You can even generate Office Specific reports to send as well.
Note: Your agency will not be able to see these URLs. Only Lead Docket users will be able to see this section
To generate the Agency Report for a specific time frame, you may enter a date range in the Begin Date and End Date input fields and then click Run Report
Clicking the Opportunities Report button in the left of this section will navigate to a separate Opportunities Agency Report that focuses on just Opportunities instead of Leads.
See more information about the Opportunities Agency Report here.
The next section includes the Overview of leads that are within the selected date range.
In this section we can see some key numbers:
- Leads broken down by Lead Status
- Number of Wanted Leads
- Overall Conversion Rate
- Conversion rate of Wanted Leads
- Leads with a scheduled appointment
- Leads that have been scheduled broken down by Lead Status
The next section is the Leads section where you can see the number of Leads, Wanted Leads, and Signed up Leads over the term you selected and compare it to the prior term.
Leads Year Over Year can be seen in the next section. You can see the number of leads for each year, broken down by month.
A similar display is in the Signed Up Leads Year Over Year section where you can see the number of Signed Up leads for each year, broken down by month.
In the Leads By Marketing Source section, you can see each Marketing Source and the number of Leads, Wanted Leads, and Signed Up Leads associated with each source.
The Leads by Contact Source displays the same information as the Leads by Marketing Source section except filtered by Contact Source.
Lastly, you can see a Leads Map for All Leads and Signed Up leads. Clicking the View Map Data button will display the coordinates of each lead and its status.