Introduction:
This app allows selected users to monitor, review, measure, and analyze various Bildhive platform activities in one cohesive application. Users can make better short- and long-term decisions by analyzing what's working and what's not.
For instructions on using the Reports and Analytics App for High Rise projects, please refer to the Reports and Analytics for High Rise Projects Manual.
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Get Started
1. Launch the Reports and Analytics App (RA)
Go to the project’s Workplace,
Under Administration & Team Management, find Reports and Analytics (RA)
Click on it
Email Report
Info: As soon as you enter the app, you land on the Email Report Screen where you can view a List of all the Sent Broadcasts.
!! What does the Email Report Consist of?
!! Why track the Emails
2. Open the Email Report
To Open the Email Report Screen from any other screen, go to the Left Navigation Bar and select Email Report
3. View the Report Overview of a Broadcast
To View the Details of a Broadcast Report, first Find the Broadcast in the List
Then go to the End of the Row and click View Report
This redirects you to the Overview Tab
4. View the Opens and Clicks Report of a Broadcast
To view the Opens and Clicks, go to the Email Report screen
Find the Broadcast in the List
Then go to the End of the Row and click View Report
This redirects you to the Overview Tab of the Broadcast
Scroll to the Top of the screen and click the Opens and Clicks Tab
You will see an Opens and clicks chart by date
As well, you will see a list of the most active recipients
!! What is the Opens and Clicks Report?
!! Why track the Opens and Clicks?
5. View the Bounces, Unsubscribes, and Complaints Report of a Broadcast
To view the Bounces, Unsubscribes and Complaints Report, go to the Email Report screen
In the Broadcast List, Find the One you are interested in
Then go to the End of the Row and click View Report
This redirects you to the Overview Tab of the Broadcast
Scroll to the Top of the screen and click the Other Activities tab
From the Submenu on the Left, select Bounced, Unsubscribes or Complained
!! What is the Other Activities Report?
!! Why track the Bounced, Unsubscribes and Complaints?
6. Download a CSV of a Broadcast Report
On the Left Navigation Bar, click Email Report
In the Broadcast List, Find the One you are interested in
Then go to the End of the Row and click View Report
At the Top Right of the Broadcast Screen, click Download: CSV
Lead Report
7. Open the Lead Report
To Open the Lead Report Screen from any other screen, go to the Left Navigation Bar and select Lead Report
8. Select Period to Report
At the Top Right of the screen, click the Dropdown Menu and select a Period to Report
This opens the Lead Report Charts for that Period
You can Adjust the Period at any time
Leads Over Time Chart
!! What does the ‘Leads Over Time’ Chart Show?
It shows the Month-over-month Growth Rate of Sales Qualified Leads.
!! Why Track this Information?
It helps you Predict Future Revenue, including possible fluctuations.
9. View the Lead Details
To view the Details, find the Leads Over Time Chart and at the Top Right, click View Details
Leads Source Chart
!! What does the ‘Leads Source’ Chart Show?
It shows the Source that drove the Marketing Lead to Register.
!! Why Track this Information?
It helps Determine where to Put Advertising Efforts.
10. View the Lead Details
To view the Details, find the Leads Source Chart and at the Top Right, click View Details
Marketing Lead to Sales Opportunity Chart
!! What does the ‘Marketing Lead to Sales Opportunity’ Chart Show?
It shows the Number or Percentage of marketing leads (ML) who convert to Sales/Opportunity leads (SOL) total (day, month, quarter, year, lifetime).
!! Why Track this Information?
It helps you Predict Revenue Growth and Indicates the Quality of Marketing and Lead-screening Efforts.
11. View the Lead Details
To view the Details, find the Marketing Lead to Sales Opportunity Chart and at the Top Right, click View Details
Lead Velocity Chart
!! What does the ‘Lead Velocity’ Chart Show?
It shows the Month-over-month Growth rate of sales qualified leads.
!! Why Track this Information?
It helps you Predict Future Revenue Growth, including possible Fluctuations.
12. View the Lead Details
To view the Details, find the Lead Velocity Chart and at the Top Right, click View Details
13. Print a PDF of the Charts or Download a CSV of the Lead Report
To Print the Charts, go to the Top Righ of the Lead Report Screen and click Print Charts
To Download a CSV file, go to the Top Right of the Lead Report Screen and click Download CSV
Or go to the Top Right of the Detail Page of any chart and click Download CSV
Pipeline Report
14. Open the Pipeline Report
To Open the Pipeline Report Screen from any other screen, go to the Left Navigation Bar and select Pipeline Report
15. Select Period to Report
At the Top Right of the screen, click the Dropdown Menu and select a Period to Report
This opens the Pipeline Report Charts for that Period
You can Adjust the Period at any time
Sales Qualified Opportunities Chart
!! What does the ‘Sales Qualified Opportunities’ Chart Show?
Need Info.
!! Why Track this Information?
Need Info.
View the Pipeline Details
To view the Details, find the Sales Qualified Opportunities Chart and at the Top Right, click View Details
Sales Qualified Opportunity Source Chart
!! What does the ‘Sales Qualified Opportunity Source’ Chart Show?
Need Info.
!! Why Track this Information?
Need Info.
View the Pipeline Details
To view the Details, find the Sales Qualified Opportunity Source Chart and at the Top Right, click View Details
Pipeline by Stage Chart
!! What does the ‘Pipeline by Stage’ Chart Show?
Need Info.
!! Why Track this Information?
Need Info.
View the Pipeline Details
To view the Details, find the Pipeline by Stage Chart and at the Top Right, click View Details
Pipeline by Owner Chart
!! What does the ‘Pipeline by Owner Chart Show?
Need Info.
!! Why Track this Information?
Need Info.
View the Pipeline Details
To view the Details, find the Pipeline by Owner Chart and at the Top Right, click View Details
Pipeline by Created Date Chart
!! What does the ‘Pipeline by Created Date’ Chart Show?
Need Info.
!! Why Track this Information?
Need Info.
View the Pipeline Details
To view the Details, find the Pipeline by Created Date Chart and at the Top Right, click View Details
Lost Opportunities by Reason Chart
!! What does the ‘Lost Opportunities by Reason’ Chart Show?
It shows the Total Loss of Sales Value divided by Reason.
!! Why Track this Information?
To further Analyze your Win-Loss Review by Comparing Reasons for lost deals – which sums automatically – Or just enter your Total Lost Deals.
View the Pipeline Details
To view the Details, find the Pipeline by Lost Opportunities by Reason Chart and at the Top Right, click View Details
Average Sales Cycle Length Chart
!! What does the ‘Average Sales Cycle Length’ Chart Show?
It shows the Average length of time from initial contact to closing a deal (by representative).
!! Why Track this Information?
This is useful when Setting Long-Term Budgets and setting Deadlines for Sales Goals.
View the Pipeline Details
To view the Details, find the Average Sales Cycle Length Chart and at the Top Right, click View Details
Sales Rep Activity Chart
!! What does the ‘Sales Rep Activity’ Chart Show?
The Total Tasks each Rep has Completed in a given Time Period, such as phone calls, emails, appointments, and contracts (by rep).
!! Why Track this Information?
This helps Monitor Rep and Sales Team Productivity.
View the Pipeline Details
To view the Details, find the Rep Activity Chart and at the Top Right, click View Details
Opportunity to Win Conversion Rate
!! What does the ‘Opportunity to Win Conversion Rate’ Chart Show?
Need Info.
!! Why Track this Information?
This helps Monitor Rep and Sales Team Productivity.
View the Pipeline Details
To view the Details, find the Opportunity to Win Conversion Rate and at the Top Right, click View Details
Print a PDF of the Charts or Download a CSV of the Pipeline Report
To Print the Charts, go to the Top Righ of the Pipeline Report Screen and click Print Charts
To Download a CSV file, go to the Top Right of the Pipeline Report Screen and click Download CSV
Or go to the Top Right of the Detail Page of any chart and Click Download CSV
Inventory Report - Overview
Open the Inventory Report
To Open the Inventory Report Screen from any other screen, go to the Left Navigation Bar and select Inventory Report
Select Period to Report
At the Top Right of the screen, click the Dropdown Menu and select a Period to Report
This opens the Inventory Report Charts for that Period
You can Adjust the Period at any time
Lot Inventory by Status Chart
!! What does the ‘Lot Inventory by Status’ Chart Show?
It shows the number of Available Lots, Lots on Hold, Not Released, Sold, Sold Conditional, or Standing Inventory Lots.
!! Why Track this Information?
Need Info
View the Inventory Details
To view the Details, find the Lot Inventory by Status Chart and at the Top Right, click View Details
Lot Inventory by Product Type Chart
!! What does the ‘Lot Inventory by Product Type’ Chart Show?
It shows the number of Available Lots, Lots on Hold, Not Released, Sold, Sold Conditional, or Standing Inventory Lots divided (by Product Type).
!! Why Track this Information?
Need Info
View the Inventory Details
To view the Details, find the Lot Inventory by Product Type Chart and at the Top Right, click View Details
Standing Inventory Value by Model/Elevation Chart
!! What does the ‘Standing Inventory Value by Model/Elevation’ Chart Show?
It calculates the Value of Model/Elevation Inventory still Available for sale based on the models/elevations that fit on the lots
!! Why Track this Information?
Need Info
View the Inventory Details
To view the Details, find the Standing Inventory Value by Model/Elevation Chart and at the Top Right, click View Details
Print a PDF of the Charts or Download a CSV of the Inventory Report
To Print the Charts, go to the Top Righ of the Inventory Report Screen and click Print Charts
To Download a CSV file, go to the Top Right of the Inventory Report Screen and click Download CSV
Or go to the Top Right of the Detail Page of any chart and Click Download CSV
Inventory Report - Pricing History
Open the Pricing History Tab of the Inventory Report
To Open the Pricing History tab of the Inventory Report Screen, go to the Left Navigation Bar and select Inventory Report
At the Top Left of the Inventory Screen, Next to the Overview Tab, select the Pricing History Tab
Select Period to Report
At the Top Right of the screen, click the Dropdown Menu and select a Period to Report
This opens the Pipeline Report Charts for that Period
You can Adjust the Period at any time
View the Pricing History by Lot or Model/Elevation
By default, the Lot Pricing History is Open
To view the Pricing History by Model/ Elevation, scroll to the Top Left of the Pricing History screen, click the By Lot Dropdown and Select By Model/Elevation
Download a CSV of the Pricing History Report
Go to the Top Right of the Pricing History Screen and click Download CSV
Sales Report
Open the Sales Report
To Open the Sales Report, go to the Left Navigation Bar and select Sales Report
Select Period to Report
At the Top Right of the screen, click the Dropdown Menu and select a Period to Report
This opens the Sales Report Charts for that Period
You can Adjust the Period at any time
Choose Whether to Compare the Report with a Previous Report
At the Top Right of the screen, next to the Period to Report dropdown, find the Compare To dropdown
Click on it and select an Option to Compare to
Total Closed Deals Chart
!! What does the ‘Total Closed Deals’ Chart Show?
It Shows the Total Number of Deals Closed by date
!! Why Track this Information?
Need Info
View the Sales Details
To view the Details, find the Total Closed Deals Chart and at the Top Right, click View Details
Total Closed Deals by Model Chart
!! What does the ‘Total Closed Deals by Model’ Chart Show?
It Shows the Total Number of Deals Closed per Model
!! Why Track this Information?
Need Info
View the Sales Details
To view the Details, find the Total Closed Deals by Model Chart and at the Top Right, click View Details
Total Closed Deals by Product Types Chart
!! What does the ‘Total Closed Deals by Product Types’ Chart Show?
It Shows the Total Number of Deals Closed divided by Product Types
!! Why Track this Information?
Need Info
View the Sales Details
To view the Details, find the Total Closed Deals by Product Types Chart and at the Top Right, click View Details
Total Closed Deals by Reps Chart
!! What does the ‘Total Closed Deals by Reps’ Chart Show?
It Shows the Total Number of Deals Closed divided by Reps
!! Why Track this Information?
Need Info
View the Sales Details
To view the Details, find the Total Closed Deals by Reps Chart and at the Top Right, click View Details
Total Sales Revenue Chart
!! What does the ‘Total Sales Revenue’ Chart Show?
It Shows the Total Income Generated from ALL Sales Activities across ALL Products
!! Why Track this Information?
To see How Much Money You're Making
View the Sales Details
To view the Details, find the Total Sales Revenue Chart and at the Top Right, click View Details
Total Sales Revenue by Models Chart
!! What does the ‘Total Sales Revenue by Models’ Chart Show?
It Identifies the Popularity and Profitability of the Home Model in a given Time Frame.
!! Why Track this Information?
View the Sales Details
To view the Details, find the Total Sales Revenue by Model Chart and at the Top Right, click View Details
Total Sales Revenue by Product Types Chart
!! What does the ‘Total Sales Revenue by Product Types’ Chart Show?
It refers to the Amount of Income Generated from Sales from a Particular Group of Homes (i.e. Towns, Semi's, 40' singles, 50' Singles etc.).
!! Why Track this Information?
View the Sales Details
To view the Details, find the Total Sales Revenue by Product Types Chart and at the Top Right, click View Details
Total Sales Revenue by Reps Chart
!! What does the ‘Total Sales Revenue by Reps’ Chart Show?
Need Info
!! Why Track this Information?
View the Sales Details
To view the Details, find the Total Sales Revenue by Reps Chart and at the Top Right, click View Details
Total Premium Sales Revenue Chart
!! What does the ‘Total Premium Sales Revenue’ Chart Show?
Need Info
!! Why Track this Information?
View the Sales Details
To view the Details, find the Total Premium Sales Revenue Chart and at the Top Right, click View Details
Total Premium Sales Revenue by Types Chart
!! What does the ‘Total Premium Sales Revenue by Types’ Chart Show?
Need Info
!! Why Track this Information?
View the Sales Details
To view the Details, find the Total Premium Sales Revenue by Types Chart and at the Top Right, click View Details
Total Average Deal Value Chart
!! What does the ‘Total Average Deal Value’ Chart Show?
It shows the Average Amount a Customer Spends on a Transaction when a sales rep closes a deal.
!! Why Track this Information?
This information can help you Determine the Volume of Deals you Need to Meet your Revenue Goals.
View the Sales Details
To view the Details, find the Total Average Deal Value Chart and at the Top Right, click View Details
Total Average Deal Value by Models Chart
!! What does the ‘Total Average Deal Value by Models’ Chart Show?
Need Info
!! Why Track this Information?
Need Info
View the Sales Details
To view the Details, find the Total Average Deal Value Chart and at the Top Right, click View Details
Total Average Deal Value by Product Types Chart
!! What does the ‘Total Average Deal Value by Product Types’ Chart Show?
Need Info
!! Why Track this Information?
Info
View the Sales Details
To view the Details, find the Total Average Deal Value by Product Types Chart and at the Top Right, click View Details
Total Average Deal Value by Reps Chart
!! What does the ‘Total Average Deal Value by Reps’ Chart Show?
Need Info
!! Why Track this Information?
Info
View the Sales Details
To view the Details, find the Total Average Deal Value by Reps Chart and at the Top Right, click View Details
Average Price per Square Foot Chart
!! What does the Average per Square Foot’ Chart Show?
It Compares the average Price per Square Foot of the project.
!! Why Track this Information?
This metric provides a more Granular View of Price Fluctuations. It is helpful in Estimating a Property’s Value.
View the Sales Details
To view the Details, find the Average Price per Square Foot Chart and at the Top Right, click View Details
Average Price per Square Foot by Model Types Chart
!! What does the Average per Square Foot’ Chart Show?
It Compares the average Price per Square Foot of different Model Types in the project.
!! Why Track this Information?
This metric provides a more Granular View of Price Fluctuations. It is helpful in Estimating a Property’s Value.
View the Sales Details
To view the Details, find the Average Price per Square Foot by Model Types Chart and at the Top Right, click View Details
Print a PDF of the Charts or Download a CSV of the Sales Report
To Print the Charts, go to the Top Righ of the Sales Report Screen and click Print Charts
To Download a CSV file, go to the Top Right of the Sales Report Screen and click Download CSV
Or go to the Top Right of the Detail Page of any chart and click Download CSV
Website Report
Open the Website Report
To Open the Website Report, go to the Left Navigation Bar and select Website Report
The Website Report Screen opens
Select a Domain to view its Report
From the Domain List, find the Domain you wish to view a Report for
Go to the End of the row and, click View Report
Print a PDF or Download a CSV of the Website Report
To Print the Report, go to the Top Righ of the Website Report Screen and click Print
To Download a CSV file, go to the Top Right of the Website Report Screen and click Download CSV
Or go to the Top Right of the Detail Page of any chart and click Download CSV
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