Sales Conversion Summary Report
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?
To view the Conversion Summary Report from the organization or center level:
- Ensure that you are at the organization or center level, as required.
- On the main menu, click the Reports tab.
- On the Reports Dashboard, click Opportunities > Conversion (from the filter).
- From the list of reports, click Conversion Report – Summary.
The report opens in a new tab.
- 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.]
- Make your selections in the filter criteria and click Refresh.
To export the report, click the Excel or .CSV icons.
|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
|Select the From Status for which you want to generate the report.
Example: Lead Status
|Select To Status||Lead
|Select the To Status for which you want to generate the report.
Example: Won Status
|Time Period||1 month
|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.
Note: You can click all the column titles to sort them in ascending or descending order.
|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.|