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i360 Safematch Onboardings

  • Updated

Recommended KPI 1 and KPI 2 for Clients:

For many clients, typically “Sales” is used for KPI-1 and “Appointments” is used for KPI-2. These are not the required data types but recommended for best results.

Required Columns for Upload:

  • Company Name
  • Address 1
  • Address 2
  • City
  • State
  • Zip
  • Sale Date (Created Date)
  • Appointment Date (Appointment Date/Time)

Additional Fields:

  • Transaction Amount (Sales Amount/Contract Total)
  • Full Name
  • First Name
  • Last Name
  • Home Phone
  • Work Phone
  • Cell Phone
  • Email
  • tag_1 (Product Description)

 

i360 Report Configuration:

  1. Create a Report: Log into i360. Then click the Reports tab and go to New Report. Select Opportunities (or Leads/Prospects with Appointments depending on your exact page layout) and click Create.
  2. Set Filters: Click the Filters dropdown at the top. Change the date filter to Created Date or Appointment Date and select our requested timeframe (e.g., Last 30 Days). Set the status filter to Any/All.
  3. Clean Columns: In the left-hand panel, use the column search to drag and drop Created Date, Appointment Date/Time, Sale Amount/Contract Total, Product Description, Sales Status, and Lead Source into your report preview. Click Save & Run.
  4. Export to CSV/Excel: Click the arrow dropdown next to the "Edit" button (top right). Select Export. Choose Details Only (do not choose formatted), select Excel (.xlsx) or CSV, and click Export.