Sales Conversion Summary Report

Overview

The Sales Conversion – Summary Report gives you a quick summary about how a particular sales owner converted sales opportunities from one status to another.
Example: How many opportunities did Harry King convert from Prospect to Won status in the past 3 months?

Navigation

To view the Conversion Summary Report from the organization or center level:

  1. Ensure that you are at the organization or center level, as required.
  2. On the main menu, click the Reports tab.
  3. On the Reports Dashboard, click Opportunities > Conversion (from the filter).
  4. From the list of reports, click Conversion Report – Summary.
    The report opens in a new tab.
  5. Select the center for which you wish you view the report.
    Example: Los Angeles
    [This step does not apply if you are already at the center level.]
  6. Make your selections in the filter criteria and click Refresh.
    To export the report, click the Excel or .CSV icons.

Filter Criteria

Criteria Options Description
Select a Report Conversion Report – Summary Select this option if you wish to view a list of Opportunities and details such as the name of the Opportunity, Follow-up Date, Guest Name, Mobile Number. This report is useful for you to focus on the Follow-up Dates and quickly get in touch with Guests using their phone numbers.
Select an Owner Names of Sales Owners Select the name of a Sales Owner for whom you want to run the report to see the Conversion rate.

Example: What was the Conversion % of Aaron King for Opportunities that went from Active to Won Status in the past 1 month?

Select From Status Lead
Prospect
Active
On Hold
Won
Lost
Select the From Status for which you want to generate the report.

Example: Lead Status

Select To Status Lead
Prospect
Active
On Hold
Won
Lost
Select the To Status for which you want to generate the report.

Example: Won Status

Time Period 1 month

2 months

3 months

6 months

Custom

From the drop-down list, select either 1, 2, 3, or 6 months or Custom.

Note: For custom dates, you can view data for a maximum date range of 6 months at a time.

Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.

Column Descriptions

Note: You can click all the column titles to sort them in ascending or descending order.

Column Descriptions
Center Displays the name of the Center.
Owner Displays the name of the Owner.
From Status Displays the From Status. Example: Lead status
To Status Displays the To Status. Example: Won status
# From Status Displays the number of the From Status. Example: If the From Status is Lead, then this column displays the number of Leads the Sales Owner is responsible for.
# To Status Displays the number of the To Status. Example: If the To Status is Won, then this column displays the number of Wins the Sales Owner is responsible for.
% Conversion Provides the percentage of Conversion for a particular Sales Owner. You can use this information to compare the performance of different Sales Owners and give them directions, as needed.
Paid Invoices Lists the number of paid invoices.