add columns to have a better report on recruiting stats
This feature has been implemented. Please reach out to support@getbrokerkit.com with any questions about it.
BKPD-I-770 - Enhance pipeline reportReport Structure Enhancements
Added YTD Unit Production summaries in the header section
New legend section displaying production label names with three-letter abbreviations for improved readability
Column Updates
Added columns:
Office State
Contact Status
Last Activity Date
Date of First Appointment Set
Date of First Appointment Logged
Date of Last Appointment Logged
Production Label
Company
YTD Unit Production
Resume (Y/N)
Personality Assessment (Y/N)
Date Joined
Right Sidebar Analytics
New appointment analytics section including:
Total appointments with KPA
Total appointments set vs. logged (held)
Rating-based appointment categorization (10 through 5 or less)
02/13/24 - 2.89.49
BKPD-I-770 - Enhance pipeline report
Report Structure Enhancements
Added YTD Unit Production summaries in the header section
New legend section displaying production label names with three-letter abbreviations for improved readability
Column Updates
Added columns:
Office State
Contact Status
Last Activity Date
Date of First Appointment Set
Date of First Appointment Logged
Date of Last Appointment Logged
Production Label
Company
YTD Unit Production
Resume (Y/N)
Personality Assessment (Y/N)
Date Joined
Right Sidebar Analytics
New appointment analytics section including:
Total appointments with KPA
Total appointments set vs. logged (held)
Rating-based appointment categorization (10 through 5 or less)