Conversion reports (v1)
Center managers can use this report to view the conversion of opportunities to actual sales by sales owners.
Column | Conversion details | Conversion summary ImportantThis is a legacy report. Businesses that have signed up with Zenoti after April 2022 do not have access to this report. |
Center | Center name | Center name |
Owner | Sales owner | Sales owner |
From Status | From status of the opportunity | From status of the opportunity |
To Status | To status of the opportunity | To status of the opportunity |
# From Status | - | Number of opportunities in the From status |
# To Status | - | Number of opportunities in the To status |
% Conversion | - | Percentage of conversions made from an opportunity to a sale for the sales owner |
Paid Invoices | - | Number of paid invoices |
Opportunity Title | Opportunity name | - |
Guest Name | Guest name on the opportunity | - |
Opportunity Type | Opportunity type | - |
Quote Price | List price of the service or product | - |
Offered Price | Actual price of the service or product after discount | - |
Creation Date | Date on which the opportunity was created | - |
Invoice No | Sale invoice number | - |