Salesperson Summary
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Parameters
- Start / End date - This filters the data between the two dates. They default to show the contract year to date.
- Sales grouping - This filters by the selected sales groupings. All groupings are selected by default.
Layout
The report lists each salesperson and their number of open, ended, won and lost opportunities in the timeframe. It also shows the total value of won opportunities and the salesperson's conversion rate (i.e. the number of opportunities they have won compared to the number of opportunities they have closed).
Won and lost opportunities are determined by the weighting percentage of the opportunity, with won items having a close date and weighting of 100% and lost items having a close date and a weighting of 0%.
Clicking on a salesperson's name will drill down to the Wins and Losses by Salesperson report.