Canvassing Report Outlined
Understanding the information contained within the Saleboat Canvassing Report
Monique Le Roux
Last Update hace un mes
These figures are a summary of the lead activity within the selected period.
Leads Generated + Contacted + Qualified
Leads can only belong to one user at a given time.
They can be moved between users, if necessary, but only one user at a time can engage with the lead.
User Stats
1. How many leads were created by a user2. How many leads were contacted by a user3. How many leads were converted by a user4. How many decision makers were reached
(using the 'decision maker reached' checkbox)
5. The average applicability of the leads(using the 'applicability' scale)
Applicability refers to how relevant your services are to the lead
6. Total opportunity for all leads (using the opportunity value field)
Total opportunity for leads does not form part of a user's pipeline until the lead has been converted to a prospect and the value of the deal is specified using line items - your organisation's products/services. An opportunity value without a deal and its line items will not be part of the pipeline.
Generated (New)
These are new leads that a user has added (or been assigned) during the time of the report.Here you can see:
- Name of the lead
- When it was created
- The opportunity value of the lead (not compulsory)
- The current status of the lead (not compulsory)
- Applicability (not compulsory)
- When the lead was last contacted by the user
- The source of the lead
- If the lead was marked as "Do Not Contact"
These are the leads that a user has made contact with time of the report.
Here you can see:1. Name of the lead2. When it was created as a lead3. The opportunity value (not compulsory)4. The current status of the lead (not compulsory)5. Applicability (not compulsory)6. When the lead was last contacted by the user7. The source of the lead before converting8. If the lead was marked as "Do Not Contact"
Qualified (Converted)
These are the leads that a user has converted to prospects during the time of the report.
Here you can see:
- Name of the prospect
- When it was created as a lead
- The opportunity value (not compulsory)
- When the prospect was converted
- Applicability (not compulsory)
- When the lead was last contacted by the user
- The source of the lead before converting
Canvassing
This is a list of all the activities that took place with the leads during the time of the report.
Here you can see:
- The type of interaction with the lead (cold call or cold meeting)
- The name of the lead
- The notes taken during the interaction
- How long the interaction was
