This article outlines your Leasing Reporting Dashboard's Portfolio Summary:
CLICK HERE for an overview of your Leasing Dashboard's additional tabs.
To access your leasing reporting dashboard, open your AI Portal and navigate to the Reports tab on the left sidebar. From the dropdown, select Leasing.
Overview
The Portfolio Summary tab displays a summary view of your LeasingAI data for the selected date range. Hover over data points on the page to open an information tooltip that explains each metric.
To set up your data, adjust the start and end dates on the right sidebar.
You can filter your reporting by Community or Community Group in their respective dropdowns. By default, all communities in your organization are selected.
You can also use the Show Communities dropdown to filter your reporting by Active or Inactive communities. Inactive communities are buildings or properties that are no longer active on EliseAI.
Traffic
The Traffic section displays your total leads traffic. This includes:
- The number of leads handled by your AI Assistant
- The percentage of leads by channel (Email, SMS, etc.)
- The number of cross-sell and waitlist leads
The Leads panel tracks the total number of prospects entering the funnel for the first time across all buildings and channels. This includes After Hours leads handled outside of your normal business hours. View the following articles for information on setting your business hours:
The displayed number of total leads excludes any messages from spam, vendors, or current residents. This ensures that your leasing report accurately reflects prospect interest in your organization and communities.
Hover over the total number of leads to view the following:
- The percentage of leads that your AI Assistant handled after hours
- The number of Interests—this number includes:
- Potential leads that have shown interest in leasing without providing valid contact information
- Leads on your unit waitlist. We group these leads as interests until they are taken off the waitlist or experience a conversion event (tour, application, and so on.) This ensures accuracy in your lead and conversion metrics.
The percentage in the upper right corner of the Leads panel displays the percentage difference in leads handled during your selected date range compared to the prior date range of equal length. For instance, if your date range is set to the month of October, this percentage compares your October data to your September data.
Cross-Sell and Waitlist Leads
The two panels on the right track your number of cross-sell leads and waitlist leads.
Cross-Sell Leads: If you have set up community groups with EliseAI, your AI Assistant can cross-sell across those community groups if a lead’s preference is not available at a given community.
Waitlist Leads: If you have enabled waitlists for your community, your AI Assistant can add prospects to a waitlist if the prospect's layout preference is not available. Your AI Assistant automatically reaches out to the prospect once their preference becomes available.
Click the number in each panel to view a detailed breakdown page. This includes lead conversion rates, contact information, and links to individual conversations.
Lead Conversion
The Lead Conversion section breaks down your total lead traffic across different channels, such as SMS, email, and Voice.
Use the Channel dropdown above the bar chart to filter the chart by specific channel.
The bar chart includes total leads as well as Engaged Leads, which are leads who have replied to an initial message sent by your AI.
Click each bar in the chart to view a detailed breakdown page. This includes lead conversion rates, contact information, and links to individual conversations.
Note: The numbers in each bar are measured by individual events, not tracking journeys across each prospect. For instance, a prospect may reach out to schedule a tour within the reporting period, but will not go on to apply and sign a lease until after the end of the date range.
Conversely, a prospect may tour before the date range and go on to apply within the range. In this case, their tour would not be counted for the purposes of this report.
If you notice discrepancy in reporting, it may be due to differences in how the reporting is tracked.
For each lead, we only count the first conversion event of its type. For example, if a prospect tours in both August and September, the report only counts the tour in August, as the August tour would signify the lead's movement through the conversion funnel.
The section's right side further breaks down lead data, which you can compare across each channel.
The Lead Attended Tour Rate includes both tours marked as Show events and tours that have not been marked.
The Lead Applied Rate aligns with the number of applications started. For more data on application rates, see the Application Details tab.
Note: Webchat usually performs with lower conversion rates than other channels, especially in application and lease signing rates. Prospects often use webchat to ask quick questions and schedule tours; they do not continue through the funnel via the webchat platform. In addition, most webchat leads do not provide contact information that allows your AI Assistant to follow up.
Engagement
The Engagement section shows your AI Assistant’s number of messages sent, amount of time saved, and average response time. This data includes all channels.
The Messages panel tracks the total number of messages sent by your AI Assistant, including follow-ups and after hours messages. The Follow-Ups panel tracks follow-up messages only.
The Hours Saved panel tracks the amount of time saved by your AI Assistant. This figure is calculated by multiplying the number of messages by 5 minutes—the estimated number of time it takes an onsite team member to respond to a message.
The AI Response Time - Last 30 Days panel tracks the median of AI response times across all of your communities in the last 30 days.
NOTE: Using webchat likely reduces response time, as your AI takes 2–5 seconds to respond on those channels. Your AI takes 2–3 minutes to respond on other channels like email and SMS.
Automation
The Automation section displays data on your onsite performance health.
The Early Takeover Rate panel tracks how often your onsite team takes over conversations from your AI Assistant before it can effectively interact with a lead. Ideally, the number should be under 5%.
The Message Automation Rate panel tracks the percentage of messages handled by your AI without assistance from an onsite team member.