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Staff Conversion reports (#RPTSTFCNV01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20120221 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9 (and higher)   Video

About the Staff Conversion reports

The Staff Conversion reports (on the Reports, Auditing menu in StorMan) can be printed in either Analysis or Operations modes.

 

In Analysis mode, the report displays the selected field (either user login, group or facility; the latter only works in StorMan MultiSite or MultiView versions) alongside the following information:

  • the number of Sales Enquiries taken (for today, week-to-date, month-to-date and year-to-date),
  • the number of Sales Enquiries that were closed & set to declined (for today, week-to-date, month-to-date and year-to-date),
  • the number of their own Sales Enquiries that they were able to successfully convert - to either a Reservation or an Agreement (again, for today, week-to-date, month-to-date and year-to-date).
  • the number of someone else's (ie: another user login's) Sales Enquiries that they were able to successfully convert - to either a Reservation or an Agreement (again, for today, week-to-date, month-to-date and year-to-date).

 

In Operations mode, the report displays the selected field (either user login, group or facility; the latter only works in StorMan MultiSite or MultiView versions) alongside the following information:

  • the number of Sales Enquiries taken (for today, week-to-date, month-to-date and year-to-date),
  • the number of Sales Enquiries that were closed & set to declined (for today, week-to-date, month-to-date and year-to-date),
  • the number of Sales Enquiries currently pending / open (for today, week-to-date, month-to-date and year-to-date),
  • and the number of Sales Enquiries successfully converted - to either a Reservation or an Agreement (again, for today, week-to-date, month-to-date and year-to-date).

Video:

On Wednesday November 24th, 2010 we held a free StorMan PowerSession webcast on the topic of the Staff Conversion reports. You can download / view the webcast recording below...

Note: At the time of this video recording, these reports were called the "Sales Enquiry Reports". The name has since been changed to the "Staff Conversion Reports", as it is a more accurate name. Please keep this in mind when watching the above movie, as the presenter is still using the old report names.

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sales enquiry reports, enquiry report, sales conversions

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