Staff Conversion report
Posted by Cameron Telfer, Last modified by Duncan Clarke on 26 October 2018 11:32 AM

The Staff Conversion report (on the Reports, Auditing menu in Storman) shows which staff members have been taking sales enquiries and converting them to reservations or agreements.

For versions prior to 10.0.87-12 the start date of the report is the Financial Year Start date entered under System Setup. If this date is blank or old, the YTD column will not give an accurate picture.

For versions from 10.0.87-12 you can select a specific start date for the report instead.

The report can be printed in Analysis or Operations modes:

     1) In Operations mode you will see how many sales enquiries were taken by a particular user and how many of those were declined or converted to a reservation or agreement. It shows:

  • the number of Sales Enquiries taken (for today, week-to-date, month-to-date and year-to-date),
  • the number of Sales Enquiries that were closed & set to declined (for today, week-to-date, month-to-date and year-to-date),
  • the number of Sales Enquiries currently pending / open (for today, week-to-date, month-to-date and year-to-date),
  • and the number of Sales Enquiries successfully converted - to either a Reservation or an Agreement (again, for today, week-to-date, month-to-date and year-to-date).

      2) In Analysis mode you will see who has taken a sales enquiry and how many of those were converted by the user who took the original enquiry, as well as how many were converted by other users. It shows:

  • the number of Sales Enquiries taken (for today, week-to-date, month-to-date and year-to-date),
  • the number of Sales Enquiries that were closed & set to declined (for today, week-to-date, month-to-date and year-to-date),
  • the number of their own Sales Enquiries that they were able to successfully convert - to either a Reservation or an Agreement (again, for today, week-to-date, month-to-date and year-to-date).
  • the number of someone else's (ie: another user login's) Sales Enquiries that they were able to successfully convert - to either a Reservation or an Agreement (again, for today, week-to-date, month-to-date and year-to-date).

You can also use this report to report by User Login, User Group or by Facility (the latter only for Storman Multisite or Central versions).

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