File>Reports>Sales Performance Tab or Reports Button
Using the check boxes, more than one report can be generated at a time, to get this report, check the indicated box.
This report gives details on prospects and customers created during the selected time period by the salesperson. Leads are not counted in this report.
Prospects & Customers
The number of Customer/Prospect records created within the selected date range.
In the example above, Kimberly Lee had 2 customers or prospects entered to him during the time
period.
The listing of Customer/Prospect records created within the selected date range can be found
by going to RFMS>Order Entry>File Customers>Find Button. Use the Date entered fields and
check to include CM Prospects.
Quotes & Estimates
The number of the Customer/Prospect records (Not the number of quotes or estimates) that generated at least one Quote or Estimate for any time period to any salesperson.
In the example above, both of Kimberly's customers or prospects entered during the time the period had quotes or estimates entered for them.
Quotes & Estimates %
Customers (not orders; a customer may have had more than one order) To Quotes & Estimates / Customers.
In the example above for Kimberly's clients, 2 of 2 = 100%.
Average Quote & Estimate
Average Total of the Quotes & Estimates to this Salesperson’s customers (Salesperson does not have to be the same as the salesperson on the customer record). (Total Sales $(all quotes/estimates to the filtered customers & prospects regardless of date)/Total number of quotes + estimates (not customers)).
In the example above, Kimberly's customers had 2 quotes totaling $16,836 for an average of $ 8418.
Carlyn's single quote was for $22,500 so that is the average.
Orders
Number of the Customer/Prospect records that generated an Order.
In the example above, both of Kimberly's customers or prospects entered during the time
period had orders entered for them.
Orders %
Customers/Prospects to Customers/Prospects with orders.
In the example above for Kimberly's clients, 2 of 2 = 100%. Carlyn's 0 of 1 - 0%
Average Total of the Orders to this Salesperson’s customers
(Salesperson does not have to be the same as the salesperson on the customer record). (Total Sales $(all
orders to the filtered customers & prospects regardless of date)/Total number of quotes + estimates (not customers))
In the example above, Kimberly's customers had 2 orders totaling $16,836 for an average of $ 8418.
Lost Sales
(Customers/Prospects – Customers/Prospects with orders) * Sales person’s average Sale. If a Salesperson has no orders then the overall Average will be used as the Average Sale.
In the example above since Carlyn had no sales for her customer; the average of all
salesperson’s sales is used to calculate her lost sale.
The final line of the report gives the calculations for all salespersons totaled.
A group of Related Quotes or Sub Estimates will only count as 1 unless multiple orders have been created for the group. For example, if there are 4 related quotes and 1 has been exported to an order then the Quote & Estimate Count will be 1 and the Order Count will be 1. If there are 4 related quotes and 2 have been exported to orders then the Quote & Estimate Count will be 2 and the Order Count will be 2.
This report will only be reliable for data produced with RFMS Core Version 10.6.0 and
higher.
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