Sales and Marketing
2m ago Share
Pipeline funnel
Leads created in period, by furthest stage reached
Inquiry148
Tour scheduled89
Toured61
Deposit31
Moved in23
Conversion trend
Lead to move-in rate, by lead cohort month
Recent months are partial; cohorts still converting.
Lead aging
Active leads by days since last activity
Speed to Lead
4.2hrs
Median · −1.1 hr vs prior
Target: under 4 hrs
Leads needing follow-up
Active leads with no logged activity in 7+ days
| Harold M. | Cedar Ridge | Toured | D. Nunez | 22 |
| Patricia L. | Lakeview | Tour scheduled | R. Ames | 17 |
| Doris & Ray K. | Cedar Ridge | In progress | D. Nunez | 13 |
| Frank T. | Willow Park | Toured | S. Ojo | 11 |
| Eleanor V. | Brookside | New | Unassigned | 9 |
| Marcus D. | Lakeview | Waitlist | R. Ames | 8 |
| Gloria S. | Willow Park | Tour scheduled | S. Ojo | 8 |
| Walter & June H. | Cedar Ridge | In progress | D. Nunez | 7 |
| Rosa P. | Brookside | Toured | Unassigned | 7 |
| Nathan B. | Lakeview | New | R. Ames | 6 |
| Ada C. | Willow Park | In progress | S. Ojo | 5 |
Showing 11 of 31 · click a row to open the lead
Leads by source
Volume in period
Referral agency
52
Website form
34
Professional
21
Family / friend
18
Walk-in
12
Not recorded
11
Source performance
Conversion and yield by source, period to date
| Referral agency | 52 | 31 | 11 | 21.2% | 39 |
| Website form | 34 | 14 | 4 | 11.8% | 58 |
| Professional | 21 | 13 | 5 | 23.8% | 41 |
| Family / friend | 18 | 9 | 2 | 11.1% | 52 |
| Walk-in | 12 | 8 | 1 | 8.3% | 61 |
| Not recorded | 11 | 4 | 0 | — | — |
Activity by user
Logged touches in period
Lead volume trend
Leads created by month, by region
Tours completed
Completed in the last 7 days
34
Completed · last 7 days
8642
3
5
4
8
7
3
4
Oct 28Oct 29Oct 30Oct 31Nov 1Nov 2Nov 3
Tours completed
Completed in the last 7 days (5)
| Date | Prospect | Community | User | Source | Status | Next step |
|---|---|---|---|---|---|---|
| Aug 27 | Gloria P. | Cedar Ridge | D. Nunez | Referral agency | Completed | Deposit sent |
| Aug 26 | Walter & Jean H. | Lakeview | R. Ames | Website form | Completed | Follow-up call |
| Aug 26 | Anita S. | Willow Park | S. Ojo | Professional | No-show | Reschedule |
| Aug 25 | Ruth B. | Cedar Ridge | D. Nunez | Family / friend | Completed | None logged |
| Aug 24 | Leonard F. | Brookside | M. Falk | Walk-in | Cancelled | None logged |
Tours scheduled
Scheduled in the next 7 days
29
Scheduled · next 7 days
8642
4
3
4
7
6
2
3
Nov 4Nov 5Nov 6Nov 7Nov 8Nov 9Nov 10
Tours scheduled
Scheduled in the next 7 days (5)
| Date | Prospect | Community | User | Source | Next step |
|---|---|---|---|---|---|
| Aug 29 | Marta C. | Lakeview | R. Ames | Referral agency | Confirm 2:00 pm |
| Aug 29 | Dennis W. | Stonebrook | T. Bell | Website form | Not confirmed |
| Sep 1 | Yolanda R. | Cedar Ridge | D. Nunez | Professional | Confirm 10:30 am |
| Sep 2 | Hank & Lily D. | Maple Court | M. Falk | Not recorded | Not confirmed |
| Sep 3 | Beverly A. | Willow Park | S. Ojo | Family / friend | Confirm 1:00 pm |
Why leads are lost
Archive reason, leads closed in period
| Reason | Leads | Share |
|---|---|---|
| Chose another community | 18 | 31% |
| Cost | 14 | 24% |
| Care needs out of scope | 9 | 16% |
| Stayed at home | 8 | 14% |
| No response | 6 | 10% |
| Not recorded | 3 | 5% |
Tour outcomes
Scheduled tours in period