Use the Applicant/Prospect Activity tab on the Performance menu to see a snapshot of prospect and application activity for a property and date range. This tab applies only to properties in the Prospect Management tab of SKYLINE (Residential properties). Once you display the summary results, you can drill-down into further detail.
NOTE You must select a Property in the Prompt section to display data in the table.
There are two levels of information available from the summary table:
Result Components
Click on the result number to display a separate component table listing the records that make up the summary statistic. For example, click the result for the Total # Applicants row (assume the result is 6) and an Applicant Information List displays in a separate tab (or window) listing the six applicants that make up the result.
The linked entries in the list below display an additional table of information listing the components of the result. The detailed tables contain information such as Prospect or Applicant ID, Status, Initial Contact Date, Type of Unit Requested, and Agent. Each list has slightly different information based on the detail required to determine the result.
Prospect or Applicant Information
You can then drill-down further into the detailed Prospect or Applicant information. Click on a Prospect ID or Applicant ID to open the Prospect Information screen or Applicant Form to review full details such as contact information, status, agent, showing schedule, move-in date, security deposit, and so forth. Prospect Information also includes an Activity tab that displays data from the Prospect Information, Activity tab in SKYLINE.
This table lists the Portal information displayed on this screen and the information source in SKYLINE.
Portal Field |
SKYLINE Source |
Total # Prospects |
Prospects that are active |
Total # Applicants |
Applicants that are active |
Today's Showings |
Prospects with a showing schedule for today |
Tomorrow's Showings |
Prospects with a showing schedule for tomorrow |
On Waiting List |
Active Prospects with the waiting list field set to Yes |
Cancelled Prospects |
Prospects with status flag set to Cancelled with initial contact date between the date parameters specified in the Prompt section |
Denied Prospects |
Prospects with status flag set to Denied with initial contact date between the date parameters specified in the Prompt section |
New Prospects |
Active Prospects with an initial contact date between the date parameters specified in the Prompt section |
Cancelled Applicants |
Applicants with a status flag set to cancelled with initial contact date between the date parameters specified in the Prompt section |
New Applicants |
Active Applicants with an initial contact date between the date parameters specified in the Prompt section |
Approved Applicants |
Applicants with a status flag of Future Occupant with an initial contact date between the date parameters set in the Prompt section |
Click the Prompt button to display a variety of sorting, grouping, and filtering options.
NOTE To keep the Prompt section in view, click the push pin icon in the far right section of the screen. When the push pin control is not in place, the prompt section hides from view to give you a larger graphical display area. You may have to maximize the browser window to see and use the push pin control.
The table includes a toolbar with multiple options to export and print, plus additional controls to manipulate the table. For instance, you can click the + shortcut to add this view to your My Portal page. This toolbar is also available for every table supporting the main Applicant/Prospect Activity table.