Sales Conversion Report

Pull this report when you are looking for conversion ratios for new and worked prospects over a specific period of time.

Sales Conversion: This report shows the following information:

• Number of new inquiries
• Inquiry to the post-assessment conversion rate for new inquiries
• Inquiry to the start of care conversion rate for new inquiries
• Post-assessment to start of care conversation rate for new inquiries
• Number of open prospects
• Number of new prospects worked
• Number of Post-Assessment Stage Advances
• Number of Start of Care Stage Advances
• Totals

By default, this report pulls the current month’s data over the entire date range. Use the filters at the top to pull a different date range or to see the data week over week, month over month, quarter over quarter, or year over year. You can also click the By filter to group by agency, agency group, account executive, or even service line!

There are additional options specific to the report in "More Filters."

Under the "More Filters" tab you'll also be able to filter by:

• Scores

• Service Line

• Exclude or Only Show Prospects that are Open, Closed, Started Care, Rejected, Uncontacted, or Deleted

• Lead Source

• Traits

• Trigger Events

• Gender

• ...and so much more!

*NOTE: Reports are now fully customizable and can be edited, formatted, and saved as additional reports within the Standard Reports tab. See the Customized Reports ARTICLE and VIDEO for in-depth instruction. The selected community/communities and date ranges will remain unchanged or "sticky" when you leave and return to the page for all Standard Reports.

This report now includes a "Heatmap" dropdown option, which allows you to highlight specific columns that automatically color-code them from either best-to-worst or worst-to-best; green being the best and red being the worst. Below is an example of the Sales Conversion report filtered through the Heatmap by "Worked Prospects."