The options for this report are:
| Option Title | Description |
|---|---|
| Date Range | From and To dates |
Detail Pages
Report Explanation
| Sales Rep Name | By Number | By Value | Wins | Followup | Losses | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Won | Followup | Lost | Conversion | Won $ | Followup $ | Lost $ | Converted | Average Sale | Undersell | Average Sale | Undersell | Average Loss | Undersell | |||||
Won Quotes () = Lead that is set to Won with no order attached to it | Quotes at Follow Up () = Leads at Followup Status | Lost Quotes () = Lead set to Lost with no order attached | $ Value of Won Quotes | $ values of Followups | $ Value of Lost | Average Win $ Value | Average Undersell of Wins | Average Followup $ Value | Average Undersell of Followups | Average Loss $ Value | Average Undersell of Losses | |||||||
| Total | Total | Total | Total | Total | Total | Total | Total | Total | Total | Total | Total | Total | Total |