- Sales Rep Quotes & Conversion Table
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Displays a table with the following measures for each sales representative:
- Total Quotes Issued: Counts all quotations created.
- % Total Sales Quotes Issued: Calculates each sales representative’s share of total quotes that have not yet been booked, expressed as a percentage of overall sales quotes.
- Converted Quotes Sales: Counts quotations that were issued, booked by a sales rep, and finalized as bookings using the quote date for time-based tracking.
- % Converted Quotes Sales: Shows each representative’s share of total converted quotations.
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This table evaluates sales activity and conversion performance by representative. It shows how many quotes each representative issued, what portion of unbooked sales quotes they contributed, and how effectively those quotes converted into bookings.
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| 2. Sales Representative Booking Performance Table
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Displays a table with the following measures for each sales representative:
- Total Booking Sales: Counts all bookings made by a sales representative using the booking date for time-based tracking.
- % Total Booking Sales: Calculates each representative’s share of overall bookings.
- Total Quotes Converted: Counts quotations that were issued, booked by a sales rep, and finalized as bookings using the booking date for time-based tracking.
- % Total Quotes Converted: Shows each representative’s share of total converted quotations.
- Direct Booking Sales: Counts bookings made directly (without passing through a quotation) using the booking date for time-based tracking.
- % Direct Booking Sales: Calculates each representative’s share of total direct bookings.
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This table evaluates booking performance by representative. It shows how many total bookings each representative created, how many came from converted quotations, and how many were direct bookings. The percentage measures highlight individual contributions to overall sales, while the calculations ensure accurate time-based tracking and a clear view of performance across different bookings.
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