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FAQs - Reporting Dashboard on Lasso Home Page

FAQs - Reporting Dashboard on Lasso Home Page

In this article:

About Reporting Dashboard

We're excited to announce the new Reporting Dashboard on the Lasso Home Page and we're looking for your feedback! This dashboard is just the beginning of a series of enhancements we are making to the reporting that is available in Lasso. The new dashboard features 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?
  • How are marketing campaigns performing?
  • 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 contact your Client Director.

Need-to-Knows

When you are viewing the current dashboard, please keep in mind that new features will be added over the next few months and we want your feedback! Use the Feedback button available under the Help tab on the Lasso Home Page or Sales Center Home Page, 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 all new traffic for a selected date range - This MonthThis Year, or Last Month. The date range is selected in Settings and will be saved when logging out. 
  • Marketing project data (i.e. a project specifically used for mass mail, that automatically populates with all registrants that are added to your other projects) is not  included in the Reporting Dashboard numbers.
  • 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.

How To Use Reporting Dashboard

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

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The initial line chart represents the number of new registrants across all projects you are assigned to for the selected date range. Click on the Settings icon to drill down into the data and the Chart icon to change the view to a list of registrant names.

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Drill Down:

The tabs at the top of the chart represent the following:

  • Traffic - Number of registrants whose Registration Date is within the specified date range (registrants assigned to more than one project are counted for each project they are assigned to)
  • Appointments - Number of appointments within the specified date range
  • Appointments Held - Number of appointments within the specified date range and a status of Completed
  • Sales - Number of purchased units with an Acceptance Date that is within the specified date range

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Filter the data by specific Sales Reps and/or Projects. Select a date range of This Year, Last Month, or This Month based on Registration Date.

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Clicking on the Sales Reps or Projects Segments tabs will give you a stacked area chart with unique colors representing each selected sales rep or project. Hover over the chart to see the numbers for a specific day or month, depending on the selected date range.

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View Chart and/or Registrant Names:

The Chart icon allows you to change the view from a chart to a registrant list or both. 

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