Program Description
This program can be found on the Sales Management Reports menu (SM-4-7). The report uses the activity and results codes that are entered on sales activity contacts to provide information for management. The report has two functions:
The first is to provide a ratio of the number of demos performed within a specified time period that resulted in the sale being closed. The activity codes for demos and the results codes for closures are entered. Sales activities are searched for contacts that have the demo activity and closure results codes. The report calculates a ratio between the total number of demos performed and those that resulted in closure. The ratio percent is calculated for each sales rep and all sales reps combined.
In order to provide the ratio between demos done and those that resulted in a close of sale, the activity codes for demos and the results codes for close of sale must be entered into the Activity and Results code fields when entering a sales activity in which this situation occurred.
The second function of the report is to provide the total number of sales activity contacts for each activity code that is entered on the sales activities within a specified time frame. It also provides the total number of sales activity contacts for each results code that is entered on the sales activities within a specified time frame. The number of contacts is for each sales rep.
Results
The following results are the calculated ratios for demos and sales closings:
The following results are for the summary of all sales codes:
