This report calculates and lists the closing ratio for orders that originated as a lead.
Parameters
|
Parameter |
Description |
|
Branch ID |
Select “*(all branches)” to include all branches or select branches from the drop-down list. |
|
Group by |
Select “Salesperson then Lead Type” or “Lead Type then Salesperson” for the report grouping option. |
|
Lead Created Date From |
Enter the lead date to begin selecting records on. |
|
Lead Created Date To |
Enter the lead date to end selecting records. |
|
Drill Down All |
Select True to expand all display groupings when the report generates or choose False to collapse all display groupings. |
Report Details
Report Grouping
The report groups by Branch and then by the values specified within the Group by parameter.
Header Information
The following information appears within the group headers:
•Sum of Closing Ratio for the Branch and Salesperson or Lead Type
•Total Leads for the Branch and Salesperson or Lead Type
•Total Booked for the Branch and Salesperson or Lead Type
Detail Information
The report lists the following detailed items:
•Order Number
•Shipper
•Move Type
•Commodity
•Created Date
•Book Date
•Estimated Load Date
•Hauled Weight (or Estimated Weight if Hauled Weight is not set)
•Estimated Line Haul Amount
Report Totals
No report totaling is in effect.