User Tools

Site Tools


Conversion by sales person

Conversion by Sales Person presentation

This report is based on the scope 'Quote'.

The report presents the conversion of the requests to the booked trips per each Sales person.

It is divided into 2 sections:

  • Table - located in the tops section and listing each Sales person, number of quotes assigned, number of quotes completed (booked with status 'DONE') and the conversion rate
  • Chart - block presentation of assigned quotes and quotes completed

The report can still be edited and the number of the columns amended upon clicking on 'EDIT DATA' button located in the top-left corner.

The change in the column layout will not be reflected in the PDF and the overview of the report. It will only reflect if it is also amended in HTML in the 'EDIT TEMPLATE' section.

It is possible to change the date range and export this report to the PDF file.

This report includes only the trips that have the status set to 'DONE'.
leon/report-conversion-by-sales-person.txt · Last modified: 2020/06/05 13:12 by rafal