Sales by Sales Rep Report

Introduction

The Sales by Sales Rep Report allows users to report on billables, leads, & proposals broken down by Sales Rep. The report also includes the close rates of both billables & jobs. 

Table of Contents

I. Column Names & Descriptions

I. Column Names & Descriptions

Below is a breakdown of each available column within this report.

• Proposed + Accepted Billables = the sum of the total visit price on all unarchived visits

• Accepted Billables = the total price for jobs that are not in the rejected, lead, or proposal stage 

• Billables Closed % = the Accepted Billables divided by Proposed + Accepted Billables

• Assigned Leads = all jobs that were created as leads 

• Open Leads = all jobs that are currently in the lead stage 

• Created Proposals/Jobs = the count of all jobs that are no longer open leads 

• Accepted Proposals = all jobs that are not in the rejected, lead, or proposal stage

• Jobs Closed % = the Accepted Proposals divided by the total number of jobs in any stage 

*Note: This report also includes filters for Date Range (based on job creation date) & Operation.