This guide users through the process of accessing, filtering, and analyzing data within Shilo's reporting capabilities. Whether you're linking to your CRM, utilizing advanced filtering options, or aggregating data to find key insights, this document ensures you can efficiently explore and utilize Shilo's reporting tools to support decision-making and drive performance. Follow the outlined steps to master Shilo's robust reporting features.
Exploring Shilo's Reporting Capabilities 👇
1. Accessing the Home Screen
From the home screen, users can navigate to the agent's personal screen.
The home screen provides various filtering options based on your CRM.
2. Filtering Options
Follow-Up Boss Users: Filtering options include team and group.
Sierra Users: Filtering options include source, stage, type, rating, and time.
3. Linking to CRM
All data on the home screen is linked to your CRM.
The goal is to make all necessary information accessible with one click.
4. Example Filtering Process
To find agents making $100,000:
Use the 'Sources' filter and select 'Zillow'.
Set the 'Stage' filter to 'Appointment Set'.
Ensure the 'Type' filter includes all outbound types to focus on outbound leads.
Set the 'Time' filter to '2 minutes and up'.
5. Data Aggregation
Based on the filter options selected, Shilo will automatically aggregate the data.
Users can view the specific information and data they need.