Versions Compared

Version Old Version 9 New Version Current
Changes made by

Support

Michael DeCapua

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Staff/Case Group: This column displays either the Staff Member or the Case Group, dependent on the selection made in Filter 6 above. For either selection there will be an arrow to the left side of the row, which, when selected, will display a break down of data for the opposite choice per row (e.g. if Staff Member was selected, the dropdown will give a breakdown of cases by Case Group for that staff member, and vice versa).

  2. Inquiries: The number in this column indicates the number of leads that were entered as new cases into SmartAdvocate through any method, Case Wizard, API, etc.

  3. Wanted: The number in this column indicates the number of wanted cases. To indicate a case as wanted it must have had a specific status applied to it. To customize these statuses for your firm please contact our support team. Note: As of the 2023 release, these statuses will be customizable from System Parameters.
    See https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/96077781/System+Parameters#List-of-statuses-that-indicate-that-the-new-case-was-reviewed-and-accepted.--Transition-from-other-Pre-sign-status-to-one-of-these-will-add-the-case-to-Intake-Review-Dashboard. and https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/96077781/System+Parameters#List-of-Statuses-To-Be-Considered-For-Scheduled-for-Sign-Up for additional information.

  4. Sign Up: This column displays the percentage of wanted cases out of your total inquiries (# of wanted divided by # of inquiries).

  5. Signed Up: This column displays the number of cases of cases that have been open and marked as retained for more 90 days compared to the total number of retained cases (Cases Retained >90 days / Cases Retained).

  6. Conversion: The percentage of wanted cases that were marked as retained (# of retained divided by # of wanted).

  7. Overall Retained: The percentage of retained cases out of all inquiries (# of retained divided by # of inquiries).

  8. True Signups: The number of cases that were marked as retained during the timeframe set in Filter 1, regardless of if they were opened during that timeframe.

  9. Referred Out: The number of cases that were marked as accepted by a referred out firm compared to the total number of cases referred out.

  10. Chase Calls: The number of wanted cases that have been marked as wanted for longer than 2 weeks without a retained date being added to the case.

...