Report: Conversion Details

Overview

The Sales Conversion Details Report gives in-depth details about the conversion of Opportunities to actual Sales by a given Sales Owner.

Example: You can see the Sales Conversion Details Report for a Sales Owner for the past 3 months for a given Center which went from Prospect status to the Won status. The report shows details such as the name and the type of the Opportunity, the Quote Price and the Offered Price and also the Invoice number of the actual Sale that took place.

Navigation

To view the Sales Conversion - Details Report from the Organization level:

  1. From the main menu, click the Sales tab.
    The Sales Dashboard opens.
  2. Expand Reports from the left panel.
  3. Click  Conversion.
  4. From the Select a Report drop down list box,select Conversion Report - Details.
  5. Select the Center for which you wish you view the report.
    Example: Los Angeles
  6. Select a Sales Owner of whom you wish to view the report.
  7. Select the From Status for which you wish to generate the report.
    Example: Your From Status could be Active. Which means, you wish to generate a report for a given Sales Owner whose Conversion of Opportunities went from Active to Lost.
  8. Select the To Status for which you wish to generate the report.
    Example: Your To Status could be Lost. Which means, you wish to generate a report for a given Sales Owner whose Conversion of Opportunities went from Active to Lost.
  9. Select a time period for which you want to view the report.
    Example: 1 month
    If you select Custom, you need to further specify the From and To date for the report; you can view these reports for up to 6 months in the future from the present month.
  10. Click Refresh.
    The Conversion - Details Report appears.
    Note: To export the report, on the top right side of the report, click the Excel or .CSV icons.

To view the Sales Conversion - Details Report from the Center level:

  1. From the main menu, click the Sales tab.
    The Sales Dashboard opens.
  2. Expand Reports from the left panel.
  3. Click  Conversion.
  4. From the Select a Report drop down list box, select Conversion Report - Details.
  5. Select a Sales Owner of whom you wish to view the report.
  6. Select the From Status for which you wish to generate the report.
    Example: Your From Status could be Active. Which means, you wish to generate a report for a given Sales Owner whose Conversion of Opportunities went from Active to Lost.
  7. Select the To Status for which you wish to generate the report.
    Example: Your To Status could be Lost. Which means, you wish to generate a report for a given Sales Owner whose Conversion of Opportunities went from Active to Lost.
  8. Select a time period for which you want to view the report.
    Example: 1 month
    If you select Custom, you need to further specify the From and To date for the report; you can view these reports for up to 6 months in the future from the present month.
  9. Click Refresh.
    The Conversion - Details Report appears.
    Note: You can export details to an Excel or a CSV file.  

Filter Criteria

Criteria

Options

Description

Select a Report

Conversion Report - Details

Select this option if you wish to view the 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

Opportunity Title

Displays the name of the Opportunity.

Example: Blemishes treatment

Guest Name

Displays the name of the Guest.

Opportunity Type

Displays the Opportunity Type such as a Membership, Package, or any other specific Opportunity Type.

Quote Price

Displays the Quote Price of the Service or the Product.

Offered Price

Displays the Offered Price of the Service or the Product. Example: You may offer a discount of say 10% - in which case the Offered Price is lower than the Quote Price.

Creation Date

Displays the Date on which the Opportunity was created.

Invoice No

Displays the Invoice number of the actual sale.

Example: If the Opportunity went from any status to a Won status then this means there was an actual sale. The invoice number appear here as a hyperlink - you can then click it to view the actual invoice.  

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