How many phone calls does it take to get a qualified lead?
How many leads does it take to make a sale?
And what about the ratio of appointments to sales?
If you are already tracking calls, leads, appointments and sales, you can easily find out how well the entire team is doing, as well as each individual.
Let me show you how it’s done.
Our fictitious business, Champion Printing, tracks the following stats:
Now let’s work out the ratio between Quotes and Sales using the Calculated Graph feature.
We can also apply this method to each individual to see how well they are performing in comparison to the current team conversion rate of 63%!
It’s obvious that Sam is the weak link in the sales process. Perhaps he needs more training, or there are other factors affecting his performance. Regardless, we know we need to investigate and see how we can help Sam improve.
Want to know more? Check out the Calculated Graph feature and reach out to support if you need help.
And remember envisage includes Statistics, Org Chart and OKRs and you can try it for free on a no-risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage.
Comment and ask questions below or ask questions privately.