The Prospect Conversion by Date report lists the prospective leads that have been converted to members between a specified date range, sorted by Sales Rep or Groups. Further investigation into the steps taken to convert this prospect into a member can provide insight into the effectiveness of your sales program. The report may be filtered on a selected date range and by a sales representative or group. The report may be exported to PDF, Excel, Word, CSV, or MHTML.
- Click on Reports in the navigation panel.
- Click on Sales in the Report Finder.
- Select Prospect Conversion by Date.