The Intake Report is a valuable tool for management to keep track of the number of intake calls and the number of cases retained during a specified period of time. Filter by time periods, intake status, intake worker, source type, source detail, investigator, case type, case status, and case status category.
Filter by intake worker or investigator to analyze and determine the success rate and performance of the workers. Filter by source type to determine the success rate of certain marketing campaigns.
Once you have some data in CASEpeer, try searching the following queries:
Conversion rate of a certain intake worker
Conversion rate of a certain source type or source detail
Conversion rates of how certain intake workers perform with certain source types