This gives access to the following Business analysis tools:
Number of leads: Prompts you to select a date range or month and totals up the number of leads you have logged in the database.
This will include jobs of all statuses (enquiry, current, complete, dead) where the enquiry came during the reporting period. This data can be categorised by month, by year, by product code, or by source of job.
Conversion rate: Prompts you to select a date range or month and calculates the conversion rate of leads during that period.
This involves calculating the number of jobs which are current or complete, as a percentage of the overall number of enquiries received during that period.
This data can be categorised by month, by year, by product code, or by source of job.
Number of transactions: Prompts you to select a date range or year and calculates the number of transactions from each client during that period.
The report lists all clients who have purchased during that period, and shows the total number of times each has purchased.
This data can be categorised by month, by year, by product code, or by source of job.
Average value sale: Prompts you to select a date range or month and calculates the average value sale during that period.
The report totals all sales for the period, and calculates the average value across them all.
This data can be categorised by month, by year, by product code, or by source of job.
Margin per job: Prompts you to select a date range or month and calculates the margin on all jobs during that period.
It also shows the average value across each category, and all jobs.
This data can be categorised by month, by year, by product code, or by source of job.
Revenue per product code: Prompts you to enter a date range, and reports the revenue for each Product Code for that time period.
|