Ensure all Appointment Results count!
If using a third-party integration (such as One Click) to push Results into improveit 360, Admins will need to map a Value of False to the Disregard in Statistics checkbox when pushing any Result other than Follow-up. This will insure Sold and Demoed Appointments are not being Disregarded from reporting metrics.
The Disregard in Statistics mapping must be done on the One Click Contractor side. improveit 360 cannot make changes to One Click Contractor’s configuration or mapping.
Ask One Click Contractor for assistance.
A value of "False" or "NO" must be mapped to the Disregard in Statistics checkbox when pushing any Result other than Follow-up.
Another integration partner (Leap), has a fairly easy to use Setup interface. To add Fields to the Leap to improveit 360 mapping, it looks like this (screen shot of Leap Setup page):
Although we cannot provide you with screen shots of what the One Click Contractor Setup looks like, the mapping of a Value of “False” or “NO” to the Disregard in Statistics Field (API Name: i360__Disregard_In_Statistics__c) is what is needed from One Click Contractor to insure that all Appointments Resulted using the One Click Contractor app are Counted in improveit 360.
NOTE: If the One Click Contractor mapping is not Setup correctly, this will impact Issue %, Demo % and Close % in all Appointment Reports.
If the Integration is not setup correctly, you will see this issue:
See also: Understanding Disregard in Statistics