Agent Conversions Reporting

The Conversions segment of Agent Reporting offers a detailed view of your pipelines, providing insights into potential opportunities and their stages of progress. 

Head to the Reporting section of your account, then click the Agent Report tab. The Conversions panel will be prominently displayed, allowing you to view key metrics.

Filters

To view data for particular users, analyze performance across various periods, and/or compare metrics for multiple users, utilize the filters on the upper panel.

For detailed guidance on how to use these filters, please refer to the overview of the Agent Reporting tab.

Selecting a Pipeline

Through the dropdown menu, you can access a comprehensive list of all the pipelines you have created within your system. Selecting a specific pipeline from this list will provide detailed statistics and insights into the performance of that particular pipeline by stages.

Stages

Each stage outlines the total count of opportunities progressing to this level of your selected pipeline. For example, if Stage 1 is labeled "Confirmed", you can view the count of opportunities currently categorized under this stage as well as the percentage change in the selected period.

By leveraging this information, you can make data-driven decisions, optimize resource allocation, and improve overall sales performance. Utilize these insights to identify trends, track progress, and focus on achieving your sales objectives with greater precision.