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Sales Ratio Report

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Overview

The Sales Ratio Report enables Department Heads to establish the efficiency of their Sales and Marketing procedures. It gives you vital information pertaining to each Employee/Rep in respect to:-

  • Follow-ups being done on time, therefore increasing the chance of a sale
  • Are there enough Leads being worked on during any given period
  • Are we converting enough Leads to Customers

What beneficial information does this Report contain?

The following information is available by date range selection in the Sales Ratios Report:-

  • Employee Name - Employee/Rep
  • Leads - New leads given for the date range
  • Overdue - Follow-ups Over Due for the "To" Date
  • Follow Ups - Number of Records followed up on for the "To" Date
  • Approved - Number of Leads with an "Approved" line in the Action / Follow Up Detail section
  • Not Approved - Number of Leads with a "Not Approved" line in the Action / Follow Up Detail section
  • Sales - Leads that have been converted into a Sales Order or Invoice
  • Leads Approved Ratio - as a %
  • Leads Sales Ratio - as a %
  • Approved Sales Ratio - as a %