Sales Ratios ReportEnglishالعربيةfrançaisTagalogहिन्दी

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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 %