The information in this article is accessible only by Admin and TC users in Sisu.
The ISA by ISA Report is helpful for tracking your ISA's production at each stage of the transaction. Allowing you to ensure they are not only setting appointments but those appointments are leading to closed deals.
The first step to utilizing the ISA by ISA Report is getting data into it.
Topics in this article:
Assigning An ISA To Transaction
When an ISA is selected in the “Appt Set By (ISA)” form field the progress of that transaction will then be reflected in the ISA by ISA Report.
Not seeing the “Appt Set By (ISA)” fields on your form(s)? No worries, it's easy to add! Just navigate to Admin > Team Settings > Forms & Fields and follow these steps:
In-line with the form, click the
icon to the right of the form and select Manage Fields.
Utilize the search bar at the top of the Available Form Fields section on the right to quickly find the Appt Set by ISA field.
Click to drag and drop the field from the Available Forms Fields section on the left to the Active Form Fields on the right. You can also utilize the icons in the middle to move the field to your form. The field will be added to the bottom of your form.
Key Features
Scope Adjustment: Switch between viewing data for the entire team or for individual agents to gain detailed insights as needed -
Date Range Customization: Easily adjust the date range at the top of the report to focus on a specific timeframe -
Color Representation: You will notice along the top of the report a different color selected to represent each transaction status in the report -
Conversion Ratios: Hover to reveal conversion ratios calculated from status to status -
Clickable Data: You can easily view the individual transactions that make up the totals you see on the report by simply clicking! You'll then be routed to the Transaction Page where the transactions in line with the report data viewable -
