Sales Performance Ratio Report

The Sales Performance Ratio Report provides metric and conversion ratios broken down by salesperson.

Sales Performance Ratio Report Images

Report Columns DisplayedDescription
Performance RatioAlso known as the “Rodney Ratio” — Demo Rate (Lead Issued to Demo) + Closing Ratio (demo to close) = Performance Ratio. EXAMPLE: 70% (demo rate) = 40% (closing rate) = 110 Performance Ratio.
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SalespersonThe salesperson for which the corresponding numbers are for
AppointmentsTallies the number of appointments with an appointment date and time
PresentationsTallies the number of appointments with an appointment result that means presentation.
Takes the number of presentations divided by the number of appointments and displays it as a percent
Gross SalesTallies the number of appointments that have an appointment result that means sold.
Takes the number of Gross Sales divided by the number of presentations and displays it as a percent.
Displays the total dollar amount of the Gross Sales (Gross Sales are all jobs regardless of the job’s contract status).
CancellationsTallies the number of jobs that have a contract status of Cancelled.
Takes the number of jobs that have a contract status of Cancelled divided by the number of Gross Sales and displays it as a percent.
Displays the total dollar amount of the jobs that have a contract status of Cancelled.
Finance RejectsTallies the number of jobs that have a contract status of Finance Rejected.
Takes the number of jobs that have a contract status of Finance Rejected divided by the number of Gross Sales and displays it as a percent.
Displays the total dollar amount of the jobs that have a contract status of Finance Rejected.
PendingTallies the number of jobs that have a contract status of Pending.
Takes the number of jobs that have a contract status of Pending divided by the number of Gross Sales and displays it as a percent.
Displays the total dollar amount of the jobs that have a contract status of Pending.
Net SalesTallies the number of jobs that have a contract status of Approved.
Takes the number of jobs that have a contract status of Approved divided by the number of Appointments and displays it as a percent.
ys the total dollar amount of the jobs that have a contract status of Approved.
Filtering Options (ie-Date Range)
All Records
Payment Date Range
Grouping Options
None
Payment Type
Payment Method
Job Status

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