Difference between revisions of "Sales Ratios Report"
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== Overview == | == 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:- | + | '''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 | *Follow-ups being done on time, therefore increasing the chance of a sale | ||
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The following information is available by date range selection in the Sales Ratios Report:- | The following information is available by date range selection in the Sales Ratios Report:- | ||
| − | *Employee Name - Employee/Rep | + | *'''Employee Name''' - Employee/Rep |
| − | *Leads - New leads given for the date range | + | *'''Leads''' - New leads given for the date range |
| − | *Overdue - Follow-ups Over Due for the "To" Date | + | *'''Overdue''' - Follow-ups Over Due for the "To" Date |
| − | *Follow Ups - Number of Records followed up on 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 | + | *'''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 | + | *'''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 | + | *'''Sales''' - Leads that have been converted into a Sales Order or Invoice |
| − | *Leads Approved Ratio - as a % | + | *'''Leads Approved Ratio''' - as a % |
| − | *Leads Sales Ratio - as a % | + | *'''Leads Sales Ratio''' - as a % |
| − | *Approved Sales Ratio - as a % | + | *'''Approved Sales Ratio''' - as a % |
Latest revision as of 14:15, 23 June 2011
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 %
