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      Sales Agent Performance by Month Report

      Learn about your filtering and column options within the Sales Agent Performance by Month Report

      Navigate to your Venue > Reports & Budgets > Reports 

      The Sales Agent Performance by Month Report will show a snapshot of:

      1. The number of new opportunities that each sales person has created each month.

      2. The number of won, lost and regretted opportunities that had their stage changed during the month.

      3. The conversion rate of Won Opportunities in the month.
        This conversion rate is calculated by: Number of Won Opportunities / (Total Lost + Total Regretted Opportunities),

      4. Total revenue generated.

      Average revenue per booking.

      You are able to apply the following filters and show/hide each column to find the data set required. 

      Filters 


      Current or previous year

      Sales Agent Name

      Columns

      Month Year

      Agent

      New Opportunities

      Lost Opportunities

      Regretted Opportunities
      Confirmed Opportunities Total Confirmed Booking Value Average Booking Value Conversion Rate

       

      Exporting/ Printing your Report

      Once you have adjusted your Set Columns the report can be printed or exported by clicking the Export or Print Page button located on the top right hand side at the table.