Add Appointment Delivered % to the Standard Appointment Report
complete
S
Steve Cohen
I cannot seem to find currently that there is a report that tracks
"Sales Generated Appts" closing ratio. It would be nice if this could be a added item under the "activity report" screen. I do want to be clear, this is not just for any appt a sales rep makes but only "Sales" appointments, not delivery, not general, just sales appts. This will help improve our understand of their closing ratio on their unsold appts. Right now it appears there is no clear way in any report to have quick access to this.
J
Jacob Coleman
complete
J
Jacob Coleman
Hi Steve, thanks for the feedback! We now have a Show/delivered % metric in the Standard Appointment Report!
Shawn Goebel
closed
Shawn Goebel
Hello and thank you all for your feedback! Due to the age of this request and lack of traction gained via upvotes, we have decided not to move forward with this request at this time. If anything changes regarding this request we will update this post and you will be informed automatically.
Shawn Goebel
gathering votes
Shawn Goebel
Steve Cohen Thank you for the feature request! We do have a Standard Appointment report that shows the total Sales Appointments Created, Scheduled, Confirmed and Shown. The issue with showing a Closing Ratio is that we don't have a true metric for an Appointment Delivered. We can tell you if an Appointment on a deal showed and if the deal eventually became delivered however it's not an accurate metric. I am going to move this one into Gathering Feedback to see what other users think about it though. Thank you again for the feature request and have a great day!
Shawn Goebel
Merged in a post:
Appointment Report-Missing Sold
A
Ashley Cavazos
In addition to seeing appointments set, show, etc. There should be appointments sold in the report as well.
Shawn Goebel
under review