Escalation Summary report
The Escalation Summary report displays the number of escalated RFPs per user. This allows you to identify opportunities for coaching, patterns relative to the volume of RFPs users receive, and possibilities for improving how leads are distributed amongst the team. It might also indicate that you need to adjust the escalation timings or copy different resources who are readily available in the office to assist.
Your access
privileges
determine if you have access to the report and the type of information you
can view.
|
Subscription Admin |
May view the report only if you also have Director or Supervisor access. |
|
Location Admin |
May view the report only if you also have Director or Supervisor access. |
|
Director |
May view all escalations for the locations where you have Director access. |
|
Supervisor |
May view all escalations for the locations where you have Supervisor access. |
|
Sales Manager |
Cannot view report. |
To run the report
-
Click the Reports tab.
-
Select Escalation Summary Report from the list.
-
Enter the date range when the leads were escalated.
-
Click the Search
button by the Locations
field, or leave blank to see all.
-
In the Sort By field, select how you want to sort the information in the report. If you leave this blank, the default sort order is by User Name.
-
Select whether you want to view the report in HTML or Microsoft Excel format.
-
Click Create Report.
Report details
|
User Name |
The name of the MeetingBroker user listed as the RFP Owner when the RFP was escalated. |
|
Location |
Receiving location for the RFP. |
|
Total Received |
Number of RFPs this user received for this location during the specified date range. |
|
Total Not Responded To |
Number of RFPs that were escalated. |
|
% Not Responded To |
Percentage of RFPs this user received during the specified time period that escalated. |