/
Sales Conversion by Sales Representative

Sales Conversion by Sales Representative

Owned by Rachael Smith (Unlicensed)
Last updated: May 31, 2016 by Alana Arnold (Unlicensed)

The options for this report are:

Option TitleDescription
Date RangeFrom and To dates
Sales RepsSelect 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 
 TotalTotal Total Total  Total Total Total Total  Total Total  Total Total  Total Total 

 

Average Example

Quote NumberQuote amount Ex GSTAverage 
17216.A310.08466.2 
17216.B621.60 
17217.A310.80310.80 
TOTAL REPORTED 777.00 

Related content