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FAQs - Reporting Dashboard on Lasso Home Page

FAQs - Reporting Dashboard on Lasso Home Page

In this article:

About Reporting Dashboard

The Reporting Dashboard on the Lasso Home Page continues to evolve and we're looking for your feedback! Features of the dashboard include cross-project reporting and interactive charts that are designed to answer questions about your business, including:

  • How many leads are coming into each project?
  • How many appointments are being set and how many are being completed?
  • How are sales reps performing?
  • Are activities being completed?
  • What are the conversion rates from lead to purchaser, and how long is it taking to convert?

Features that answer these types of questions will be released gradually so check back each week to see what’s new! The types of charts and information displayed in the dashboard will depend on the unique setup for your company as well as the roles and permissions that have been assigned to you. If you have any questions, or have feedback on the reports, please use the Feedback button or contact your Lasso Client Director.

Need-to-Knows

When you are viewing the current dashboard, please keep in mind that new features are continuing to be added and we want your feedback! Use the Feedback button or contact your Lasso Client Director.

In the meantime, there are few things to note:

  • The data that is represented in the dashboard when you initially log in shows data for the current month. Select from timeframes of This MonthThis Year, or Last Month
  • Traffic tab counts are based on new registrants in each  project. If a registrant is entered into one project and then is associated to another project (e.g. OSC and community projects), they will be counted twice on the Traffic tab. 
  • The information that you see depends on your sales role(s) and permissions:
    • If you have a Sales Manager role on all your assigned projects, you will see data for all assigned projects and associated users.
    • If you have a Sales Rep role on any  of your assigned projects, you will see only your own data for all assigned projects.

Access Reporting Dashboard

To access the Reporting Dashboard, click Dashboard BETA to the left of My Roles.

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This takes you to the Reporting Dashboard where you will see various report panels in which you can configure your reports.

Add Report to Dashboard

1 - Click Configure This Report in one of the panels to add a report. 

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2 - Select a Report Type and then click the dropdown arrow to the left of the Report Criteria line. The Report Type you select determines the type of information that is available for display in the report.

Trends over time:

  • Registrants Registered Within Date Range - A chart displaying the number of new registrants based on registration date for the selected timeframe. The vertical axis represents the registrant count and the horizontal axis represents each day of the month or each month of the year, depending on the timeframe selection.
  • Appointments Scheduled Within Date Range - A chart displaying the number of appointments based on the appointment date for the selected timeframe. The vertical axis represents the number of appointments and the horizontal axis represents each day of the month or each month of the year, depending on the timeframe selection.
  • Appointments Completed Within Date Range - A chart displaying the number of appointments with completed status based on the appointment completed date for the selected timeframe. The vertical axis represents the number of appointments and the horizontal axis represents each day of the month or each month of the year, depending on the timeframe selection.
  • Sold Inventory Within Date Range - A chart displaying the number of sales based on Acceptance Date for the selected timeframe. The vertical axis represents the number of sales and the horizontal axis represents each day of the month or each month of the year, depending on the timeframe selection.

Bar Breakdown:

  • Activities Completed By Sales Reps Within Date Range - A chart displaying the number and type of completed activities for each selected Project and Sales Rep. Each bar represents the number and type of completed activities for a specific sales rep based on the activity completed date.
  • History Completed By Sales Within Date Range - A chart displaying the number and type of history items entered for each selected Project and Sales Rep. Each bar represents the number and type of history items for a specific sales rep based on the history date.

Simple Metric:

  • Registrants Registered Within Date Range - The total number of new registrants based on registration date for the selected timeframe.
  • Appointments Scheduled Within Date Range - The total number of appointments based on the appointment date for the selected timeframe.
  • Appointments Completed Within Date Range - The total number of appointments with completed status based on the appointment completed date for the selected timeframe.
  • Sold Inventory Within Date Range - The total number of sales based on Acceptance Date for the selected timeframe.

3 - Click SELECT CHART. 

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Your selected report will be displayed. The registrants that make up the count in the chart or metric are listed below it. Click a registrant name to go to the registrant profile in the Sales Center. 

Note: The numbers and lists that you see are dependent on your sales roles and associated permissions.

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Sort the list by clicking on a column heading. Clicking once will sort in descending order and clicking again will sort in ascending order.

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Click on each available report box to populate with a report as needed.

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Change Report Type

1 - In the report, click the settings button and then Change Report.

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2 - Select a Report Type and then click the dropdown arrow to the left of the Report Criteria line. The Report Type you select determines the type of information that is available for display in the report.

3 - Click SELECT CHART.

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Change Report Title

1 - In the report, click on the Settings button and select Change Title.

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2 - Enter the new name for the report on the Title line and click OK.

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The new name for the report will be saved.

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Change Report Timeframe

The default timeframe is the current month. To change the report timeframe, click THIS MONTH.

Options are This Year, Last Month, and This Month.

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Filter Report

You can filter each report by various criteria, such as Sales Rep, Project, Rating, Source, Secondary Source, or Follow-Up Process. The criteria may vary depending on selected report.

1 - Click on the line below + Click to Add Filter and select a filter type from the list of options.

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2 - Check the box(es) beside the desired criteria. The chart numbers will change according to your selection(s).

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To add another filter, click below + Click to Add Filter again, select another Filter type, and check the desired criteria.

Your selected filter(s) will be saved for the next time you click back into the report. To remove a filter, click on the X to the right of it.

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View Report Data by Group

You can change the visual representation of the Traffic, Appointments, Appointments Held, and Sales to show numbers within a selected Group. Groups include Sales Reps, Projects, Rating, Source, Secondary Source, or Follow-Up Process.

1 - Above the graph on the right, click Group and select the desired group from the list.

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2 - The display will change to a stacked line graph representing the numbers within each group. Hover over a spot in the graph to see the numbers.

Note: If you have filtered the data using the filter function to the left of the graph, the data you see in the selected group will be based on the filter(s).db6.jpg

Remove Marketing/Mass Mail Project Data

If you have a Marketing project (i.e. a project specifically used for mass mail, that automatically populates with all registrants that are added to your other projects) and do not want the data from this project included in the Reporting Dashboard numbers, you can use the filter function to exclude it.

1 – In the report, click on the line below + Click to Add Filter and select Associated Project from the list of options.

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2– Uncheck the box beside the marketing/mass mail project.

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The marketing/mass mail project will no longer be included in the report data. Do this for each report where you want to exclude the marketing/mass mail project data.