Difference between revisions of "Sales Ratios Report"
From TrueERP wiki
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[[Sales Pipeline]] | [[Sales Pipeline]] | ||
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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:- | ||
| + | |||
| + | *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 % | ||
Revision as of 17:57, 28 February 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 %
