Introduction

Lofty offers several default reports as well as the option to create your own customized reporting. Use this article as a guide to navigating the Reporting Page.

Note: Some of the content in this article is being Beta tested. Your Reporting page may or may not reflect this experience. 

Summary

• Default Reports
• Navigating the Agent Accountability Reports

Default Reports

Your Lofty account will have the following reports set up, by default. Please note, the visibility into each of these reports will be dependent on your permission profile. If you are not seeing your needed reports, please contact your account admin. Learn more about the metrics included on each of these reports here: Reporting Page Metrics

Agent Accountability

The Agent Accountability section includes reports that allow you to evaluate the activity of the agents, teams, and offices on your Lofty account. The reports available in this section are:

1. Agent Activity Overview
2. Leads Not Acted On
3. Follow-up Speed & Effort
4. Lead Response Performance
5. Call Accountability
6. Email Accountability
7. Text Accountability
8. Team Guided Setup
9. Agent Scorecard

Business

The Business section includes reports that allow you to evaluate how the agents, teams, and offices are performing financially according to your business goals. The reports available in this section are:

1. Summary
2. Performance by Agent
3. Revenue Share

Marketing

The Marketing section includes reports that allow you to evaluate the marketing efforts and website performance of your agents, teams, and offices. The reports available in this section are:

1. Source 
2. Site Traffic
3. Activities

Navigating the Agent Accountability Reports

Reporting Filters

The filters are the same for all reports. However, you will only be able to see the data of agents, teams, and offices that are visible to you.

Time Filters

1. Custom
2. Today/yesterday/last 7 days to 12 months
3. XTD: Week/Month/Quarter/Year to Date
4. Default Filter is 'Month to Date'

Office Filter

1. Office tab: All Offices and Teams in the account
2. Agent tab: All of the agents in the account. Me is you!

Leads Filter

1. Lead Type
2. Segment
3. Lead Privacy
4. Source
5. Tag

More Filters

1. Account Type: Active/Deactivated users
2. Activity Reporting: select a specific time period in hours

Report Actions

These actions allow you to customize your reports.

(1) Refresh the report: This will refresh the data so it is up to date

(2) Save the current view: Save your applied filters to this report

(3) Save as a new (custom) report: Create a new report

(4) Manage columns

• Check the boxes next to the metrics to add them to the table
• Star the metrics to add them to the KPI cards

(5) Edit: Update the report name (only available for custom reports)

(6) Download as:

• csv (table only)
• pdf (chart only)
• excel (table only)

(7) Change Time zone: The default is the browser time zone

(8) Delete: Delete a custom report. You cannot delete the standard reports

Report Components

The reports are organized into three (3) sections:

1. KPI Cards
2. Business Growth Trend Line Chart
3. Table

KPI Cards

The KPI cards allow you to select specific data that you want to see at the top of the report.

Star the metrics you want to have as a KPI card. Click on the card to drag it to another location. A maximum of 10 KPI cards can be added to each report.

Business Growth Trend Line Chart

The line chart allows you to look at specific data over selected time periods, as well as compare data.

Compare time periods:

The time scope will match the selection at the top of the report. The time period cannot be edited here. Breakdown the chart further by daily, weekly, monthly, or yearly data.

View Values:

All available metrics can be selected, but only one can be showed in the line chart.

Compare:

Toggle the Compare feature to compare one time period against another or one agent/office/team against another. 

Time period comparison

• Compare the performance of selected timeframe with the previous period
  • That is, if you are looking at data from the last 30 days, it will compare against the data from the 30 days before that.
• Data of previous time will be showed in dotted line

Agent/Office performance comparison

• Compare the selected Offices/Teams/Agents by the selected data sum, average, maximum, minimum, or count
• Parties will be showed in different colors (blue & green)

Table

The table allows you to scroll through all of the available metrics in both an Agent and Office view.

Check the boxes next to the metrics in the Manage Columns setting to add them to the table. Click the tabs to switch between Office and Agent views.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by a chat with us through your CRM.