TECH TIP # 2: Conversion Ratio v. Total Numbers
Conversion Ratio: Used when looking to see if a lead, appointment, etc.
CONVERTED to the next step in the sales process; meaning, did the lead turn into an appointment? A Presentation? A Sale? Regardless of how many times the salesperson went to the house. This reporting style is handy for lead source reports and marketing numbers.
Total Numbers: Used when looking to see how MANY TIMES something happened during a time frame. How many appointments did this salesperson have? How many presentations did they actually do? This reporting style is handy for salesperson reports when multiple appointments matter.
*See the Report Columns Cheat Sheet for more information.