FAQ | Atlas Reports: Engagement Activity

What is being launched?  

On May 16th, 2023, Convex released a new engagement activity report detailing user activity around contacts and properties.  This report is useful for users who want to track their engagement, but is most useful for managers who need data and insights about their teams.  

 

How does this feature support the Commercial Services Platform for Revenue Acceleration?

This feature provides insight into rep performance, so teams can improve how they engage with prospects. Users and managers can determine if they are reaching out to enough prospects, the communication channels they are using, and what is effective to move prospects to qualification. 

 

Where can I find this new report?

This new report can be found in the left panel under “Reports”. Atlas users can find reports for Prospecting, Engagement, and Opportunity. We have made some changes to Atlas navigation to accommodate this feature (as well as future additional features). The new Reports page contains Prospecting, Engagement, and Opportunity reports.  

 

New Navigation showing the New Reports page

 

What changed with the Dashboard page?

The Dashboard now contains My Work, Leaderboard, Updates, and My History.  The Prospecting and Opportunity reports have been moved to the new “Reports” page.

 

Who can view this report?

By default, this report is available for all users and managers when they log in.  However, there are options to completely disable this report or make it only available to managers (defined by a manager role in Atlas).  You can get assistance from your support representative to change the viewing options.

 

What happens if my team is not using the new email or phone features?

If the email tool or Atlas dialer are not in use, the report still shows but there will be no recorded data for the phone call or email columns.

 

What information is in this report?

The goal of this report is to show the user's activity during prospecting and engagement with leads or customers.  This includes activity around properties (views and assignments) and contacts (assignment and engagement).  

 

The report can be viewed over different time periods.

 

The report has a corresponding visualization that can be customized to view only certain activity data.  By default, all data is visible.

 

What options do I have with this report?

Users can filter the report to show only users they wish to view, or they can search and display specific users.

Dropdown menu to filter users and customize your report.

 

Users can choose predetermined date ranges for the data or they can customize a date range.

Dropdown menu to select the time period you want to review.

 

Users can select what data to display on the chart by clicking on the chart legend.

Dropdown menu showing the type of data you want displayed.

 

Users can export the data from the displayed chart using the Export button

Export Report button

 

What exactly gets exported and how?

The export option will immediately create a .CSV file and download it to the user’s browser.  It captures all the data that is displayed in the table.  If filters or searches have been applied to the table, that will reflect in the data export.  Date range selections will reflect in the data export.  And the combination of date ranges, filters, and searches will all reflect in the data export.  

 

Note - the export will NOT reflect options on the visual chart that have been selected.  

 

Can you give more information about each column in this report and what data it represents?

  • Column 1:  Rep Name (full name + avatar).  This column can be filtered, searched, or sorted
  • Column 2:  Total Activity (sum of all activity columns).  This column can be sorted.
  • Column 3:  Total Touches (sum of emails and phone activity). This column can be sorted.
  • Column 4:  Phone Calls (number of phone calls connected by the user in the time frame selected).  This column can be sorted.
  • Column 5:  Emails Sent (number of emails sent by user in the time frame). This column can be sorted.
  • Column 6:  Contacts Shared (number of contact cards shared via SMS by the user in the time frame).  This column can be sorted.
  • Column 7:  Properties Viewed (number of properties viewed by the user in the time frame). This column can be sorted.
  • Column 8:  Properties Assigned (number of properties assigned to the user in the time frame). This column can be sorted.
  • Column 9:  Contacts Assigned  (number of contacts assigned to properties in the time frame). This column can be sorted.

 

Note - the last row in the table is the totals for each column

 

There are a number of options to select a time period.  How does that work?

The engage report presents a number of pre-selected time periods.  Choosing a time period will adjust the data to be specific to that time range as well as the corresponding chart.  The default view is “Last Month”

 

In addition, the user has the option to select a custom time period, which is defined by a starting and ending date that the user selects.

 

Time period selection tool

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