Scout activity
leads added per day by each person · its own period at the top; the Regions and People filters apply · scouts = the team from CRM Settings → Team region, on the board even with nothing added (under a Regions filter, the team of those regions) · avg = ÷ calendar days · plan bar = CRM Settings → Scout plan (locations per working day) × the working days Mon–Fri in the period, scouts only, not while a Regions filter is on · click a card to filter the whole page by that person, click again to clear0
Week by day
leads added per day, Monday to Sunday · Days active = days with at least one lead, of the week's days so far (Top day is coloured once the week is over) · Top day = the busiest day's share of the week · the Regions and People filters apply
Field activity
Loading…
the period and the Regions and People filters are at the top of the page
every week of the period, newest first
…
Found per month
last 12 months · selected period highlightedSigned & opened per month
SignedOpenedPipeline
left: where the open leads are right now · right: how far the leads found in the period have gotIn work now · by stage
≤ 30 days in stage31–90> 90 days
Funnel
Upcoming for signing
leads in the five confirmation stages right now, the same set as the monthly report · sorted by key money · key money = price + takeover| Lead | Region | Format | Stage | Key money | Days in stage | Owner |
|---|
Leases
leads whose lease agreement has an end date · Bangkok calendar dates · the owner and their manager are reminded at the rows set in CRM Settings → Lease remindersNext 12 months
leads expiring per month · red inside the nearest reminder, amber inside the windowNearest expiries
next 6 · click a lead to open the cardBy region
leads with a future dateRegions
period columns for the selected period · “now” columns are the current pipeline · click a column to sort · click a region to filter the whole page, click again to clear| Region | Found | Signed | Opened | Lost | In work now | Ready to sell+ now | Stale > 90 d | Scouts |
|---|
Region × stage · in work now
darker = more leadsPeople
| Owner | Team region | Found | / day | Reached Ready+ | Signed | Lost | Lost % of found | In work now | Stale > 90 d | Last lead |
|---|
Scouts are the people flagged as scouts in CRM settings; everyone else who owns leads is listed below them.