This report calculates and lists the closing ratio for orders that originated as a lead.

 

Parameters

 

Parameter	Description
Branch ID	Enter *(all branches) to include all branches, or select branches from the drop-down list.
Group by	Select either 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 on.
Drill Down All	Select True to expand all record groups, or False to collapse all groups.

 

Report Details

 

Report Grouping

 

The report is grouped 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,

•      Weight,

•      Estimated Line Haul Amount.

 

Report Totals

 

No report totaling is in effect.