Sales Conversion by Sales Representative
The options for this report are:
| Option Title | Description |
|---|---|
| Date Range | From and To dates |
| Sales Reps | Select Reps to be included in report |
Detail Pages
Report Explanation
| Sales Rep Name | By Number | By Value | Wins | Followup | Losses | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Won (based on Accepted Date) | Followup (based on Quotes Date) | Lost (based on Last Edit Date) | Conversion | Won $ | Followup $ | Lost $ | Converted | Average Sale | Undersell | Average Sale | Undersell | Average Loss | Undersell | |||||
Won Quotes
| Quotes at Follow Up By Quote Number and not including Reference Letter IE Quote 1234.A and 1234.B will show as 1 | Lost Quotes By Quote Number and not including Reference Letter IE Quote 1234.A and 1234.B will show as 1 | $ Value of Won Quotes | $ A values of Followups with an average for Quotes that have more than 1 Reference Letter | $ Value of Lost with an average for Quotes that have more than 1 Reference Letter | 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 |
Average Example
| Quote Number | Quote amount Ex GST | Average | |
|---|---|---|---|
| 17216.A | 310.08 | 466.2 | |
| 17216.B | 621.60 | ||
| 17217.A | 310.80 | 310.80 | |
| TOTAL REPORTED | 777.00 |