The Project Close Ratio by Salesperson is a management tool located in the Today menu. This report contains information related projects by salesperson including but not limited to:
Projects Created this year / last year
Projects completed this year / last year
Average GP by salesperson
Booking amount this year
Booking amount over all
The tool is intended to monitor which salespeople are excelling at converting their leads to orders. This information can be used to reward those who have a good ratio, or provide training to those who have a lower ratio.
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