Below is a breakdown of the metrics in the account summary email reports.
Active user:
An active user is one logged in at least once in the chosen timeframe either on the web or on a phone (both IOS and android).
We will show this in this format - 79/100 where 79 is the count of active users and 100 is the count of total users in the location that were created during the chosen timeframe.
A user could be both a location admin or a location agent
Contact:
Count of contacts in that location that are created within the chosen timeframe
Submission:
Product forms - Count of total submissions on all forms created in the CRM within the chosen timeframe
Surveys - Count of total submissions on all surveys created on the CRM within the chosen timeframe
FB forms
Call:
Inbound calls - Count of all the calls that contact made to the location admin/user within the chosen timeframe
Outbound calls - Count of all the calls the sub-account admin/user made to contact. This will not include automated calls.
Talk time - The summation of the total duration of calls that happened between the user and the contact
SMS:
Inbound SMS - Count all the SMS that contact sent to the location admin/user within the chosen timeframe.
Outbound SMS - Count all the SMS the sub-account admin/user sent to a contact. This will not include automated SMS.
Email:
Inbound emails - Count of all the emails that a contact sent to the location admin/user within the chosen timeframe
Outbound emails - Count all the SMS the sub-account admin/user sent to a contact. This will not include automated emails.
Facebook:
Inbound texts - Count of all the texts that a contact sent to the location admin/user within the chosen timeframe through Facebook
Outbound texts - Count all the texts the sub-account admin/user sent to a contact. This will not include automated texts.
GMB:
Inbound texts - Count of all the texts that a contact sent to the location admin/user within the chosen timeframe through GMB
Outbound texts - Count all the texts the sub-account admin/user sent to a contact. This will not include automated texts.
Instagram:
Inbound texts - Count of all the texts that a contact sent to the location admin/user within the chosen timeframe through IG
Outbound texts - Count all the texts the sub-account admin/user sent to a contact. This will not include automated texts.
Appointment:
Count all the appointments that were created within the chosen timeframe irrespective of what status the appointment is in.
We need the counts of created appointments only
Review:
Count of reviews received for that location
Sentiment:
Positive - Count all positive sentiments
Negative - Count of all negative sentiments
Conversations:
Unread - Count of all unread conversations
Missed - If the initial inbound message isn't responded to within 5 minutes, the conversation will be marked as a Missed Conversation. This rule is only applicable to new conversations.