The Inquiry Conversion report shows how many Inquiries were converted into successful work orders or sales.
You can create the report on the Reports > Inquiries > Inquiry Conversion page.
There are two parameters by which the report is generated:
Period. This parameter allows you to select the time frame for which the report will be generated: today, yesterday, this week, this month, last week, last month and custom.
Location. Here you can select one / several / all locations if there is more than one.
Choose needed parameters and click on the Apply button.
The report is grouped by Inquiry type. You can expand every type and see all the Inquiries created during the selected period with status, manager, client, and result data.
The Inquiries column displays the number of Inquiries created for the selected period and the total conversion as a percentage.
The Conversion column displays the total number of successfully closed Inquiries, as well as the number of successfully created work orders and sales.
You can customize the display of columns in this report. To do this, click on the table button and tick the required columns.
Also, you can print the report or export it to your PC as an Excel file. Click on Actions and select the desired action.