Sales Totals

Statistics for Sales representatives

This page will contain the summary of leads and booked jobs for all Sales representatives in the cluster.

Example of sales totals

By default the system shall show last month's data, sorted by Sales representative names A-Z.

All columns can be used to sort the listed results.

Title/Label	Description
Salesperson	Show Sales representative's full name.
Total books	Number of jobs assigned to the Sales representative, excluding jobs that have "Mod24" source and no Lead source.
Total leads	Number of leads assigned to this Sales representative.
Phone books	Number of jobs assigned to this Sales representative with all sources (or lead sources) except Yelp Chat, Mod24 and Website.
Phone leads	Number of leads assigned to this Sales representative with all sources except Yelp Chat, Mod24 and Website.
Website books	Number of jobs assigned to this Sales representative with Website source.
Website leads	Number of leads assigned to this Sales representative with Website source.
Yelp chat books	Number of jobs assigned to this Sales representative with Yelp chat source.
Yelp chat leads	Number of leads assigned to this Sales representative with Yelp chat source.
No availability	Number of leads assigned to this Sales representative in "No availability" status.
Website no availability	Number of leads assigned to this Sales representative in "No availability" status + Website source.
Mod24 books	Number of leads assigned to this Sales representative with Mod24 source + any Lead source.
Total conversion	total jobs / (total leads - no availability from all sources)
Phone conversion	phone jobs / (phone leads - (no availability from all sources - no availability website))
Website conversion	website jobs / (website leads - no availability website)

At the top of the page we will show total and average statistics for all listed results.