Leasing Funnel

Palmetto Crossing · 1020 · 07/08/2026 – 09/05/2026
60-day window
New guest cards
392
prospects created in 60 days
Lease executions
22
approved applicants with a signed lease
Conversion
5.6%
22 executions / 392 guest cards
Missed followups
202
13.3% of 1,517 due
Follow-up is the clearest operational issue.202 missed followups, 139 of them on Katherine Cooper; unresponsive is the leading lost reason.Review workload

Leasing pipeline

last 60 days · matched prospect cohort
New guest cards392
Appointments153
Shows122
Applications54
Approvals22
Lease executions22
Move-ins13
0392 prospects
155Calls
217Web leads
20Walk-ins and email

Every stage is a count of distinct prospects with that dated event, so the funnel is monotone and every move-in in the window traces to a prospect and the lease it produced. 2,867 activity-register events in the window.

Why prospects did not rent

218 lost in the window
Prospect Unresponsive154
Insufficient Income18
Desired Floor Plan Unavailable10
Applicant Ungrouping8
Other reasons28

154 of 218 (70.6%) are unresponsive. 26 applications were denied.

Campaign lead volume

prospects per tracking number · top eight
Google Business Profile · 855323377170 / 3
Google Business Profile · 833391244366 / 0
Property Website · 877889552727 / 0
Property Website · 844394958326 / 1
Property Website · 833616403826 / 1
Zillow · 833927223925 / 0
Facebook · 833824224022 / 0
Zillow · 877472372321 / 0

Bars are prospects created in the window; the small figure is rentals from that campaign. Campaigns are tracking numbers (or a reply address) per source.

Lead sources

leads and rentals
SourceLeadsRentalsLead → lease
Google Business Profile13632.2%
Property Website7922.5%
Zillow4600.0%
Apartments.com4012.5%
Facebook2200.0%
RentCafe ILS1815.6%
Walk-In1516.7%
Resident Referral1400.0%
Instagram900.0%
Reply Email500.0%
Signage500.0%
Craigslist300.0%

Leads by weekday

prospects created
0100SunTueThuSat

Traffic skews Tuesday to Thursday and is near zero on Sundays, as the source reports show.

Lead quality

143 invalid leads · 26.7% of raw inbound
Hang-up70
Duplicate48
Vendor Call13
Spam8
Wrong Number4

Dismissed leads by reason. Raw inbound = prospects created + invalid leads.

Agent workload

prospects assigned in the window · followups due to date
AgentProspectsAppointmentsShowsRentalsFollowupsCompletedMissed
Katherine Cooper16357443610471139
Debra Edwards682922423421717
Sandra Price672623028627115
Luis Wilson562519022220418
ILS system1587178726
Not Assigned system1232046433
Property Website system1155041374

System agents (Property Website, ILS, Not Assigned) hold leads nobody has picked up. Highlighted row is the agent carrying the most missed followups.

Conversion by unit type

leads to rentals
Unit typeLeadsShowsRentalsLead → lease
2 Bed / 2 Bath1785431.7%
1 Bed / 1 Bath1645331.8%
3 Bed / 2 Bath501524.0%

Pipeline definitions

Guest cards are prospects by created date. Appointments, shows, applications and executions are distinct prospects with that dated event in the window. Approvals, lease executions and move-ins are prospect status: every approved applicant in this data has a signed lease, so executions equal approvals, and an approval can predate the window while its move-in falls inside it. Missed followups are due before the as-of date and not completed.

Conversion here is executions over guest cards in the same window, a reporting ratio, not a longitudinal lead-to-lease probability.

Prospect ledger

most recent 30
ProspectCreatedSourceAgentInterestLast eventStatusLost reason
Jennifer Jimenez
p0000893
09/05/2026Walk-InKatherine Cooper2 Bed / 2 BathSMS · 09/05Active
William Kelly
p0000866
09/05/2026Google Business ProfileKatherine Cooper1 Bed / 1 BathEmail · 09/05Active
Ana Mendoza
p0000754
09/05/2026Google Business ProfileSandra Price2 Bed / 2 BathSMS · 09/05Active
Joseph Robinson
p0000656
09/05/2026Google Business ProfileDebra Edwards2 Bed / 2 BathCall · 09/05Active
Elena Foster
p0000608
09/05/2026Google Business ProfileKatherine Cooper1 Bed / 1 BathEmail · 09/05Active
Camila Kim
p0000587
09/05/2026Property WebsiteNot Assigned2 Bed / 2 BathCall · 09/05Active
Steven Ramos
p0000852
09/04/2026Google Business ProfileSandra Price1 Bed / 1 BathCall · 09/04Active
Ingrid Baker
p0000831
09/04/2026FacebookKatherine Cooper1 Bed / 1 BathSMS · 09/05Active
Amy Brooks
p0000735
09/04/2026Google Business ProfileLuis Wilson1 Bed / 1 BathCall · 09/04Active
John Aguilar
p0000676
09/04/2026FacebookKatherine Cooper3 Bed / 2 BathAppointment · 09/05Active
Cynthia Kim
p0000668
09/04/2026Apartments.comDebra Edwards1 Bed / 1 BathWeb · 09/04Active
Carolyn Parker
p0000662
09/04/2026ZillowLuis Wilson1 Bed / 1 BathWeb · 09/04Active
Ingrid Parker
p0000536
09/04/2026Google Business ProfileKatherine Cooper1 Bed / 1 BathSMS · 09/05Active
Alejandro Delgado
p0000954
09/03/2026Google Business ProfileKatherine Cooper2 Bed / 2 BathSMS · 09/05Active
Cynthia Stewart
p0000948
09/03/2026Property WebsiteNot Assigned1 Bed / 1 BathEmail · 09/03Active
Laura Richardson
p0000859
09/03/2026Property WebsiteKatherine Cooper2 Bed / 2 BathAppointment · 09/05Active
Wei Green
p0000858
09/03/2026Google Business ProfileLuis Wilson1 Bed / 1 BathEmail · 09/03Active
Deborah Nelson
p0000751
09/03/2026Property WebsiteKatherine Cooper2 Bed / 2 BathSMS · 09/03Active
Mateo Edwards
p0000678
09/03/2026Property WebsiteKatherine Cooper1 Bed / 1 BathWeb · 09/03Active
Sebastian Taylor
p0000540
09/03/2026Apartments.comKatherine Cooper2 Bed / 2 BathSMS · 09/05Active
Sandra Collins
p0000517
09/03/2026RentCafe ILSLuis Wilson2 Bed / 2 BathEmail · 09/03Active
Carlos Smith
p0000512
09/03/2026FacebookSandra Price1 Bed / 1 BathEmail · 09/03Active
Carol Clark
p0000485
09/03/2026Google Business ProfileDebra Edwards3 Bed / 2 BathCall · 09/04Active
Richard Fernandez
p0000421
09/03/2026Google Business ProfileDebra Edwards1 Bed / 1 BathCall · 09/03Active
Gabriel Ramos
p0000963
09/02/2026SignageLuis Wilson1 Bed / 1 BathEmail · 09/02Active
Cynthia Guzman
p0000961
09/02/2026SignageLuis Wilson2 Bed / 2 BathEmail · 09/02Active
Patricia Martinez
p0000816
09/02/2026Apartments.comKatherine Cooper3 Bed / 2 BathSMS · 09/02Active
Stephanie Baker
p0000772
09/02/2026Property WebsiteDebra Edwards1 Bed / 1 BathEmail · 09/02Active
Tariq Rivera
p0000763
09/02/2026Resident ReferralSandra Price2 Bed / 2 BathCall · 09/02Active
Helen Sanders
p0000671
09/02/2026ZillowSandra Price3 Bed / 2 BathSMS · 09/02Active
Definitions & report reconciliation

Unlike aggregate Yardi exports, every row here carries a prospect id, so the pipeline is a matched cohort: guest cards ≥ appointments ≥ shows ≥ applications ≥ approvals ≥ move-ins holds for every property, and the verify script asserts it. Rentals by Source, Property Performance and Team Performance by Agent are all views over the same prospect and event rows, so their counts agree.

Invalid leads are dismissed inbound contacts (duplicate, hang-up, vendor) and are not prospects. Campaign counts are prospects per tracking number; a prospect belongs to exactly one campaign.