How to use the Sales Conversion Feature

Modified on Wed, 19 Jan, 2022 at 12:22 PM

By the end of this article, you will be able to;

Run a function conversion report.
Create the sales conversion status.

The Sales conversion report allows you to track enquiry conversions.

To run a Conversion Report

Navigate to Reports > sales > Function conversion and run for the day(s) plus one day that you are looking for. For this example, we are looking at 19th January 2022.

Function Name: displays the name of the function
Meeting Type: displays the name of the meeting
Coordinator: displays the name of the coordinator
Account: displays the name of the function
Account Manager: displays the name of the account manager
Arrival: displays the arrival date
Departure: display the departure date
Att: display the attendees
Status: displays the current status
Rnts: displays the number of room nights, if applicable
Value: displays the financial value
Pack: displays the package information of the function if using a function rate plan
ID: displays the function ID
Created: displays the date when the function was created
Converted: displays the date when the function was converted.
D: shows how many days the function took to convert.

NOTE: the Value is taken from the financials in a function and these must be set to check in for purposes of this report

Subtotal under

Rnts column: displays the number of room nights in the function.
Value column: displays the value of the enquiry in each section.
ID column: displays the number of enquires in each section
Converted column: displays the days function conversion in percentage for that section.

Conversion factor %

Rnts column: displays the percentage conversion of room nights for the day
Value column: displays the value percentage conversion
ID column: displays the percentage conversion of function for that day

To configure your Conversion Report

Navigate to Configuration > Functions and the status tab. If you wish certain status to be included in your conversion

report tick the from box and to box under Conversion Inclusion.

From box: if ticked any function that has this status will be included
To box: if ticked any function that has moved to this status will be included.

The example below takes into account the status we wish to include in our conversion reports above.

For example, we have the from box ticked for the option status and the to box ticked on the Provisional status.

This will show us an Option to Provisional conversion in the above report.

Having the from Provisional box also ticked has displayed a Provisional to Definite status conversion as we also have the to box ticked on the definite status.

Next, navigate to the lost tab where you should have created the lost and cancelled reasons. If you wish to include any lost reasons tick the Incl.in Conversion Report box.