How to use the Enquiry Conversions (C&B) Report

The Enquiries Conversion shows Enquiries that have been converted or closed and is broken down into three sections.

• Enquiries by Start Date will analyse Enquiries that had a start date within the date range that you specify.
• Enquiries by Creation/ Transition date will show new enquiries logged, converted or closed that were due to start in the date range entered. 

For example, if you Enter Start date 01/01/2023 - 31/12/2023 - The report will only show enquiries that were entered, converted or lost that were due to occur during that date range. It will not include any totals that were entered, closed or converted outside of this date range.

• Summary will break down the total number of enquiries received per year.

Viewing the number of enquiries, how many have been lost & converted & the percentage conversion values. This is broken down by Event Type, Market Segment, Media Source Code & Coordinator

Filters available: Start Date, End Date, Conversion By (All/ Event Type/ Coordinator/ Market Segment/ Media Source), Revenue, Event Type, Market Segment, Media Source, Event Status, Coordinator, Include Lost Business

Can Filters be saved: No
Are there hyperlinks: No

Information

Dependent on filters selected- Month, Number of Enquiries, Number Lost, Potential, Potential Revenue, Lost Revenue, Number Converted, Percentage Converted, Converted Revenue, Percentage Revenue Converted, Event Type, Coordinator, Media Source, Market Segment, 

Can be compared with:

Enquiries (C&B)

Cannot be compared with:

Enquiry Conversions (PMS)

Actual/Forecast: Both Actual & Forecast

Tax Calculation: Gross

Export Options: Can only export to Excel