Lottie insights: enquiries

What is the Lottie insights enquiries tab?

The Lottie Insights Enquiries tab provides a view of enquiry activity generated from your Lottie marketplace listings. This reporting tool helps you track how care seekers are engaging with your properties and monitor trends over time.

Location: Reports → Lottie insights → Enquiries

What data does it show?

The Enquiries tab tracks four key metrics:

• Enquiry activities: Count of shortlist, information request, direct calls and concierge calls

• Phone calls: Inbound phone calls from care seekers

• Information requests: Care seekers who have requested more information

• Shortlist referrals: Care seekers who have added your property to their shortlist

Key features

Summary metrics with trends

At the top of the page, you'll see four metric cards displaying your totals for each interaction type. Click on any metric card to view its trend over time in the chart below. The chart shows daily activity, helping you identify patterns and trends.

Flexible filtering

Date range selection

• Choose from preset timeframes (Last 7 days, Last 30 days, etc.)

• Or select a custom date range

• Note: Data is available from 1 April 2025 onwards

Location filtering

• View data for all your locations combined

• Or filter by specific locations

• Select one or multiple locations from the dropdown

Detailed enquiry activities table

Below the summary chart, you'll find a detailed table showing individual enquiry activities, including:

• View button: Links to the full enquiry details

• Contact method: How the care seeker reached out, displayed as a badge

• Contact name: The care seeker's name

• Created at: When the enquiry occurred

• Location: Which property they enquired about

• Care duration: The duration of care requested

• Care type: Care home or home care services

Click the "View" button on any row to see the full enquiry details.

Export your data

Click the Export button to download your filtered enquiry data as a CSV file. The file will be named with the format lottie-enquiries-YYYY-MM-DD-YYYY-MM-DD.csv based on your selected date range.

Customisable visualisations

Use the Chart settings menu (gear icon) to customise how your data is displayed:

Chart types:

• Area spline chart: Smooth interpolated line with filled area

• Area chart: Line chart with filled area

• Bar chart: Column display

Display options:

• Show data labels: Toggle to display exact numbers on each data point

How to use the Lottie insights: enquiries tab

1. Access the report

Navigate to Reports → Lottie insights → Enquiries from the main menu.

2. Select your timeframe

Use the date selector to choose the period you want to analyse. You can select preset options or choose a custom date range. The earliest date you can select is 1 April 2025.

3. Filter by location (optional)

If you manage multiple properties:

• Select "All locations" to see combined performance

• Choose specific locations to view individual property performance

• You can select multiple locations at once

4. Analyse the summary metrics

Review the four metric cards at the top to understand your enquiry volume. Click on any metric card to view its trend in the chart below.

5. Review the trend chart

The chart shows daily activity over your selected timeframe. Use the chart settings to switch between different visualisation types and toggle data labels on or off.

6. Examine individual enquiries

Scroll down to the activities table to see specific enquiries. The table is sorted by created date (newest first) by default. Click "View" to see full enquiry details.

7. Export for further analysis

Click Export to download the table data as a CSV file for use in spreadsheet applications or other analysis tools.

Understanding your data

What counts as an enquiry activity?

Based on the data tracked, enquiry activities include shortlists, information requests, direct calls, and concierge calls from care seekers who found your listing on Lottie.

Date availability

The Lottie Insights Enquiries data is available from 1 April 2025 onwards.

Permissions

You need the "LottieInsights" permission to access this report. The data shown respects your location access permissions.

Tips for getting value

1. Regular monitoring

Check your enquiry metrics regularly to identify trends and respond to changes in enquiry volume.

2. Compare time periods

Use the date selector to compare different time periods and understand how your enquiry volume changes over time.

3. Location analysis

If you manage multiple properties, use the location filter to compare performance across different sites.

4. Export for record keeping

Regular CSV exports allow you to maintain historical records and create custom reports outside the system.