Production

Ad Campaigns

The Ad Campaigns report tells you how many sales, leads and installs were produced by an ad campaign. This report calculates by the sale date on the invoice for all providers inculding those that may not be listed in the actual report. This report will also only show you the campaigns that have had response on them. The actual calculations are as follows: Campaign cost = C, Leads from Campaign = L, Cost per Lead = C/L. *Be sensitive to how you read this report seeing as it may differ from other reports since it inclues all provider sales and it is suggested that  you do not use this report for day to day reporting.

Appointment Results

The Appointment Results report shows you how many customers you have sold who have a certain status (pending, complete, rescheduled, etc).

Employee Sales

The Employee Sales report shows you your reps, the number of Customers they have sold, separated into DISH NETWORK and DIRECTV, and the number of installs their sales have produced. It then provides you with a percentage of DISH NETWORK and DIRECTV total installs exclusively.

Invoice Status

The Invoice Status report shows you the types of invoices available and how many customers are assigned to each specific status. You will also see a percentage of how many customers are set to this status.

OE Summary

OE Summary report is only for OE Dealers. When the area is chosen the report will look at the start date and go back 6 months previous, showing a summary of activity by month. This report will show you the year and the last 6 months with the number of sales, activations, and the completion rate.

Point Bank

Point Bank report is a feature used for security systems only. You can keep track of your equipment on a point system, which stands for different value prices. This report will let you see the equipment you have assigned to a point value where you can keep track of your “point” bank.

Production

The Production report shows the productivity of your company by rep and # of customers sold. The sales number goes by customer sale date. All other statistics go by customer install date.

**NOTE- A lot of companies call in and ask the question, "What is the difference between the Production Report and the Tech Installs by Provider Report if they both go by install date?" Here is what you need to be aware of...

the production report looks at these invoice types:

New Activation
Reconnect
Restart
Upgrade

 The tech installs report only looks at New Activation invoices.

Production Plus

Production Plus report shows the Rep name and # of customers sold and can be filtered by area, rep name and provider. It will show what provider the customer is with, what programming package, and if the customer has a DVR, HD, etc. Note: We have added an Auto-pay (AP) column to the Production Plus report.

Rep Installs by Provider

Rep Installs by Provider report shows the Rep name and a list of active providers in your database. It will show what rep has sold how many in each different provider available.

Rep Programming Sales

Rep Programming Salesreport shows the rep and what sales they have made with different programming packages.

Sales Rep Close %

The Sale Rep Close % report allows you to see each rep and how many leads, sales, and calls they have made as well as their close percentage. The Calls column is the total customers that the rep has talked to. Leads and sales should add up to the total amount of calls.

TC-12

TC-12 report shows the technician name and how many trouble calls the tech has had within the twelve day and thirty day period after the installation has been completed. The total completed reflected on this report does not take into account and 'Service Call' invoices.

Tech Installs by Provider

Tech Installs by Provider report is the same as the Rep Installs by Provider except that this report is used for your technicians.

**NOTE- A lot of companies call in and ask the question, "What is the difference between the Production Report and the Tech Installs by Provider Report if they both go by install date?" Here is what you need to be aware of...

the production report looks at these invoice types:

New Activation
Reconnect
Restart
Upgrade

 The tech installs report only looks at New Activation invoices.

Tech Production by Appt

Tech Production by Appt report shows the technicians name and their installs (with different statuses such as Open, Rescheduled, Installed, or Cancelled). This report accounts for every appointment. If an invoice has 3 appointments [2 rescheduled and 1 completed] all 3 will be included on this report.

Tech Production by Invoice

Tech Production by Invoice report has the same setup as the Tech Production by Appt except this report populates for the final appointment per invoice. If you have 2 rescheduled appointments and 1 completed for an invoice, only the completed one gets factored into the report.

Tech Scorecard

Tech Scorecard report is used to add points for your technicians based upon NC Same-day Completion, All Same-day Completion, and TC-30. *This report is received directly from our retailers and we have no way of editting how the report will calculate ie. the total percentages will go off of the total 'assigned' jobs as opposed to the total 'completed' jobs.

Top Area

The Top Area report shows each area as well as their correlating sales and install figures. The area and rep/tech drop downs are irrelevant.

Top Reps

The Top Reps report shows who the top reps are for the company by sale and install figures. The number of reps displayed on this report comes from the Top Rep Report field in Admin>Preferences page. The area and rep/tech drop downs are irrelevant.

Top Techs

The Top Techs report shows who the top techs are for the company by sale and install figures. The number of techs displayed on this report comes from the Top Tech field in the Admin > Preferences page. The area and rep/tech drop downs are irrelevant.