Introduction
This is a guide to the reports available in the Data+ module, with an explanation of what you can do with each report -- and why you may want to use it!
We have divided this reference into sections, based on the types of reports available
Trends - Selling trends for your business and your team + detailed consultation exports
Sales Opportunities- Quickly identify follow-up opportunities from pending , expiring, viewed or previously lost quotes.
Product Performance - Insights into what equipment, accessories, installation items your company is selling
Product Catalog - Export equipment, accessories and installation items loaded into the system
Activity - Check rebate, financing, and general activity across the platform
Warranty+ - An optional module for tracking warranties for contractors participating in our Porch Labor Warranty Program
1 Trending Reports
1.1 Sales Performance Snapshot
What? | View key metrics across multiple time frames, and drill down to individual consultants |
Why? | Useful to understand your company benchmarks |
Tips | Useful for team or individual discussion on sales activity |
1.2 Trends Last 30 Days
What? | Show trends for last 30 days, including quotes, sold jobs, and total investment. Compare to prior 30 days and same period prior year |
Why? | To identify general trends in the business, and compare performance over periods of time |
Tips | Check the seasonality by visually comparing your last 30 vs prior year same time |
1.3 Sold Consultations
What? | View detailed quote information for all sold jobs |
Why? | Useful to get sold activity across periods of time, and for exporting to a CSV |
Tips | Use the Sold Date filter to get exactly the range of activity you need. |
* See the end of this document for a complete reference of the columns available in the Consultation Insights and Sold Consultations reports.
1.4 All Consultations (aka, Consultation Insights)
What? | Similar to Sold, except it includes all consultations (quotes) that were created, presented, or sold during the Activity Date range |
Why? | Detailed extract useful for analysis via CSV export in Excel. |
Tips | Use Search Anything feature to find customers quickly. Open a new tab in your browser, and copy-paste the consultation code to view the details. |
* See the end of this document for a complete reference of the columns available in the Consultation Insights and Sold Consultations reports.
2 Sales Opportunities
2.1 Pending Quotes
What? | View all open quotes, along with the highlights such as number of options in quote, max/min value of quote |
Why? | To get a quick pulse of the pending activity to follow up on |
Tips | Sort by Max Value column to see your largest opportunities |
2.2 Expiring Consultations
What? | View quotes that are expiring soon |
Why? | So that you can manage those quotes and perhaps revisit them before expiration |
Tips | Alter the Expiration Date range. It defaults to the upcoming 7 days. |
2.3 Recently Viewed Quotes
What? | What and how many times are your customers viewing your quotes |
Why? | So you know which quotes are "hot" and should be followed up |
Tips | Use the viewed count along with the Last viewed date to drill into the latest opportunities |
2.4 Lost Quotes
What? | View lost consultations by date lost |
Why? | Uncover opportunities for customers that may have deferred the purchase or repaired it temporarily. |
Tips | Change the date lost to go back 6 months or more to revisit those opportunities. Browse Lost Notes for insights into why customers aren't closing. |
3 Product Performance
3.1 Products Sold - By Proposal
What? | Find the usage of any product, whether it's installation items, equipment or accessories, in any quote. Includes "Context" to understand if the product was included as Equipment, Accessory, Add-On, etc |
Why? | Find specific products and activity in quotes |
Tips | Use "Search Anything" to search for a specific model or series of interest. For example, if you want to track down which customers were quoted or sold a specific thermostat. |
3.2 Products Sold Ranking
What? | Understand the popularity of equipment, install items, accessories sold |
Why? | Get a unique perspective on what products are being sold, how they're sold, and when. |
Tips | Sold context can help to isolate the types of products you want to understand. |
3.3 Matchups Sold
What? | Which bundle combinations are being sold, both live/connected matchups and custom. |
Why? | To gain a better understanding of the HVAC matchup activity in your system, and to plan ahead with your supplier. |
Tips | Use Consultant dropdown to understand patterns by user |
4 Product Catalog
4.1 Accessories Loaded
What? | Get a detailed report of the accessories (live or custom) that you currently have enabled in OnCall Air |
Why? | To more efficiently understand existing accessories |
Tips | Duplicate the browser tab so that you can make accessory edits side-by-side with this screen. |
4.2 Installation Items Loaded
What? | Similar to Accessory Loaded, lets you see which Install Items are set up |
Why? | To better organize and understand your Install Items, especially when you have a large number of items |
Tips | Verify costs and overrides quickly |
4.3 FlexJobs Loaded
What? | View and export all FlexJobs currently loaded in your system |
Why? | To better organize and understand FlexJobs, pricing, etc |
Tips | Search for products within FlexJobs with the Search Anything panel |
5. Activity Reports
5.1 Rebate Activity
What? | Ranking of rebates included in quotes and sales |
Why? | To understand utilization of rebates |
Tips | Use the "Sell Rate" to see how often a rebate in a quote is part of a sale. |
5.2 Financing Plan Activity
What? | Ranking of financing plans in quotes and sales |
Why? | To understand which financing plans are most popular, and how they perform (via the Sell Rate) |
Tips | Refine your financing strategy by understanding the sell rate popularity |
5.3 All Company Activity
What? | View consultation activity across your organization in one place |
Why? | To view activity more broadly across consultations and understand what's happening in the business |
Tips | Use filters to drill down to specific types of events |
5.4 SideNote Activity
What? | Display usage of Side Notes |
Why? | To view which consultations (quotes) have specific notes and what the general chatter is across the system |
Tips | Encourage team members to use SideNotes to track opportunities |
6 Warranty+ Tracking and Reports
The Warranty+ module is only unlocked for contractors registered to offer the Porch Extended Labor Warranty product.
6.1 Warranty Quote Activity
What? | Display which quotes are including warranties |
Why? | To better understand quoting activity, and how warranties are being presented |
Tips | Check the Included In to see how often the Warranty is included in the overall quote vs offered as an Add-On |
6.2 Sold Warranties
What? | Track sold warranties and easily click to Register |
Why? | Makes it easy to register the warranty once the installation is done. Simply click on the "Register Now" option. |
Tips | Keep an eye on pending registrations by visiting this daily. |
6.3 Registration Tracker
What? | Track warranty registrations |
Why? | To view your registered warranties for reference |
Tips | The contract code is updated periodically with the code to reference your customer's warranty contract |
7. Appendix
7.1 Consultation Export Reference
The fields available in the Sold Consultations and All Consultations exports include:
Report Refreshed Date
Company
Consultation Code
Consultation Name
Lead Type
Status
Assigned Consultant
Customer First Name
Customer Last Name
Created Date
First Presented Date
Last Presented Date
Accepted Date
Lost Date
Lost Reason
Customer Email
Customer Phone
Customer Street Address
Customer City
Customer State
Customer Zip
Customer Country
Created BY
Accessory-Only
Option Positions Presented
CountOptionsPresented
Proposal Position Accepted
RemotelyViewed
RemotelyViewedCount
LastDateViewedRemotely
PreviouslyUnaccepted
Accepted Option - Total Investment
Accepted Option - Net Investment
Accepted Option - Discounts
Accepted Option - Discounts Descriptions
Accepted Option - Deposit
Accepted Option - Balance Due
Accepted Option - Direct Rebates
Accepted Option - Direct Rebates Description
Accepted Option - Standard Rebates
Accepted Option - Standard Rebates Description
Accepted Option - Count ADD-Ons
Accepted Option - Add-Ons
Accepted Option - Equipment Costs
Accepted Option - Accessory Costs
Accepted Option - Install Item Costs
Accepted Option - Markup Commission
Accepted Option - Markup Financing
Accepted Option - Markup Rebates
Created TIME
Created HOUR
Created WEEK
Created MONTH
Created YEAR
Created DayName
LAST Presented TIME
LAST Presented HOUR
LAST Presented WEEK
LastName Presented MONTH
LAST Presented YEAR
LAST Presented DAY
Accepted TIME
Accepted HOUR
Accepted WEEK
Accepted MONTH
Accepted YEAR
Accepted DAY
FIRST Presented TIME
FIRST Presented HOUR
FIRST Presented WEEK
FirstName Presented MONTH
FIRST Presented YEAR
FIRST Presented DAY
Presented Counter
Accepted Counter
Equipment Bundle Profile
Total Investment Option 1
Total Investment Option 2
Total Investment Option 3
Total Investment Option 4