Incentive Reports

Incentive Reports

The incentive reports monitor when new leads are being assigned to attorneys for a consultation. The lead’s stage can be updated by users accordingly. If fees are charged by attorneys for a consultation, then such information can be monitored via the incentive reports.

This module of the application is to monitor and report incentives, on the basis of performance, sales, or any other specified criteria.

Filter and Search Options

Filter fields are provided through which user can define the criteria for creating the incentive report:

  • Start Date: User is able to modify/select the start date of the report.
  • End Date: Choose/change the end date of the report.
  • Stage: The field through which user is able to filter the report on the basis of a certain stage in a process (e.g., Booked, Consulted, etc.).
  • Case Worker: This option enables the user to display incentives corresponding to a particular case worker or employee selected from the dropdown.
  • Reset Filters: A button to remove any current filter options.
  • Search: A button to search the incentive report according to the chosen date range as well as filters.

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