The Estimate Conversion Report provides insights into the performance of sales estimates and opportunities. Key details include the following
Total Opportunities.
Converted/Sold
Missed Opportunities
Conversion Ratio
The report breaks down individual estimates with details like work orders, conversion dates, lead sources, and customer information, providing a comprehensive view of sales activities.
Benefits of Using This Report:
Sales Performance Insights: Tracks the success rate of estimates, helping to measure the effectiveness of sales strategies.
Identifies Missed Opportunities: Highlights missed conversions, enabling teams to analyze and improve future opportunities.
Customer and Lead Management: Consolidates customer information, making it easier to follow up on leads and maintain relationships.
Improved Decision-Making: Provides data-driven insights to optimize sales pipelines and improve conversion rates.
Progress Monitoring: Shows real-time performance of work orders and estimates, allowing businesses to keep track of key metrics.
Here is a reference video:
Steps to check the Sales report
Click on Reports from left menu
Select All reports
Click on Estimate Conversion Report tab
Click on Excel Export or PDF Export to share it in two different formats
