This report will show how effective your reps are, in terms of converting account visits to product placements.
- Choose the time frame for which you’d like to view the report.
- Choose the team(s) you’d like included
- Choose the user(s) you’d like included
- Click the “Submit” button
- In the table that populates below, you’ll find the following information:
- Team – the team each user belongs to
- Rep Name – the names of each user included in the report
- Total Visits – the total number of visits logged in Lilypad
- Unique Visits – the total number of unique accounts touched during that time period
- Commitments Added – the total number of placements added during those visits for the selected time frame
- Unique Visit to Commitment – the ratio of placements added in comparison to unique visits (i.e. individual accounts) visited during the selected time frame
- Commitments Fulfilled – the total number of placements that have matched to an invoice and have been confirmed as landing in the account
- Commitment to Fulfillment – the ratio of placements that have fulfilled in comparison to the total number of placements entered