Differences

This shows you the differences between two versions of the page.

--- leon:report-conversion-by-sales-person [2020/06/05 12:35]
rafal created
+++ leon:report-conversion-by-sales-person [2020/06/05 13:12] (current)
rafal
@@ Line 1: / Line 1: @@
-====== Conversion by Sales Person ======
+====== Conversion by sales person ======
 [{{ :leon:report-wizard:leon-reports:conversion-by-sales-person-1.png?300|Conversion by Sales Person presentation}}]
@@ Line 9: / Line 9: @@
 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
+  * **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.
-<box>**This report includes only booked trips (the trip number assigned) and with the status 'DONE'.**</box>
+<box>**This report includes only the trips that have the status set to 'DONE'.**</box>

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