What is the Marketplace Activity Report and why should I care?
The Marketplace Activity report is a resource you can use to track your team's engagement with customers and your customers' engagement with your quotes and responsiveness to your outreach. This data can inform your follow-up efforts by highlighting leads that are more engaged, more likely to close, and, therefore, worth extra attention.
Where can I download my Marketplace Activity Report?
Navigate to:
- ‘Insights’ tab
- ‘Reports’ subtab
- Select the date range
- Click ‘Request Mktplace Activity Report’
- The report will be emailed to the email address associated with your account
Marketplace Activity Report term glossary:
Date Acquired: Date that this lead arrived in your ‘Available’ tab
Return: An ‘X’ indicates that this lead was requested to be returned
Owner: The representative at your company who the lead is assigned to
Quoter: The representative who submitted the quote for this lead
Time to Start Quote: The amount of time elapsed between when the lead arrived in your ‘Available’ tab and when the quote was submitted
Date Interest Was Expressed: The time and date when ‘Start Quote’ was clicked on this lead
Date Quote Was Submitted: The time and date that the quote was submitted
Quote Position: The position in which your quote was received by the customer, relative to other installers
1 indicates that your quote was the first quote received by this customer
3 indicates that your quote was the third quote received by this customer
Time to send Message: The amount of time elapsed between when the lead arrived in your ‘Available’ tab and when a message was first sent to this lead. When submitting a Standard Quote with an attached Message Package, this column will be the same as ‘Time to Start Quote’
First Installer Message Timestamp: Date and time that the first message was sent to this lead
Last Installer Message Timestamp: Date and time that the most recent message was sent to this lead
Last Installer Activity Timestamp: Date and time of the last action taken was taken on this lead. An action is considered either a message or editing of a quote.
Last Customer Message Timestamp: Date and time of the most recent message received by this customer
Messages Sent: Number of messages sent (from the installer) to this lead
Messages Received: Number of messages you have received from this lead
Tag: The tag assigned to this property (if any has been selected)
Quick Quote: ‘Yes’ indicates that a Standard Quote was used to submit a quote for this lead, rather than a Custom Quote
Date Won: If deal was won, indicates the date that the customer selected your quote
Sent Message: Total number of messages this lead has sent to any and all installers who quoted the lead
Received Quote: How many total quotes this lead has received on EnergySage up until the present date
Viewed Quote: Total number of times this lead has viewed a quote from any and all installers who quoted the lead
Viewed Your Quote: Total number of times this lead has viewed the quote submitted by your company
Last Viewed Your Quote: The date of the most recent time this lead has viewed your company’s quote
Went Solar: If blank, indicates this lead has not indicated a buying decision
Yes - This shopper has selected to move forward with an installer on EnergySage
No - This shopper has indicated that they will not be moving forward with an installer on EnergySage
Email: This is a ‘Craigslist style’ email address that allows you to send a message to this lead in the messaging center using Gmail
Autoquote Status: In states where Autoquote is active, indicates whether or not this quote was submitted via autoquote