Pull this report when you are looking for conversion ratios for new or stage advances for worked prospects over a specific period of time.
Sales Conversion: By Default, this report shows the following information:
- Number of new inquiries
- Inquiry to the post-tour conversion rate for new inquiries
- Inquiry to the move-in conversion rate for new inquiries
- Post-tour to move-in conversation rate for new inquiries
- Number of open prospects
- Number of worked prospects
- Number of Post-Tour Stage Advances
- Number of Move-In Stage Advances
- Totals
This report pulls the current month’s data over the entire date range. Use the filters at the top to pull a different date range or to see the data week over week, month over month, quarter over quarter, or year over year. You can also click the By filter to group by community, community group, sales counselor, or even care type!
There are additional options specific to the report in "More Filters."
Under the "More Filters" tab you'll also be able to filter by:
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Scores
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Care Types
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Exclude or Only Show Prospects that are Open, Closed, Moved In, Rejected, Uncontacted, or Deleted
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Lead Source
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Traits
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Trigger Events
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Gender
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...and so much more!
*NOTE: Reports are now fully customizable and can be edited, formatted, and saved as additional reports within the Standard Reports tab. See the Customized Reports ARTICLE and VIDEO for in-depth instruction. The selected community/communities and date ranges will remain unchanged or "sticky" when you leave and return to the page for all Standard Reports.
*Note: Some reports now include a "Heatmap" dropdown option, which allows you to highlight specific columns that automatically color-code them from either best-to-worst or worst-to-best; green being the best and red being the worst.