Simon Clive: Created page with "Ratios Where can you access the Sales Ratios Report? The Sales Ratio Report is located via the 'Sales Ratios Report' button located on the Marketing tab, also on the CRM tab. I..."

2011-06-28T04:50:47Z

Created page with "Ratios Where can you access the Sales Ratios Report? The Sales Ratio Report is located via the 'Sales Ratios Report' button located on the Marketing tab, also on the CRM tab. I..."

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Ratios

Where can you access the Sales Ratios Report?

The Sales Ratio Report is located via the 'Sales Ratios Report' button located on the Marketing tab, also on the
CRM tab. It is also found in the Report Selector under the Marketing radio button.

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 %

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

Knowing this information is a vital tool to help pinpoint where changes may need to be made,
OR confirm that you have got it right!

30 Ratios - Revision history

Simon Clive: Created page with "Ratios Where can you access the Sales Ratios Report? The Sales Ratio Report is located via the 'Sales Ratios Report' button located on the Marketing tab, also on the CRM tab. I..."