Client Search
This search field enables users to locate clients within the branch by name, address, or phone number, improving accessibility to client data.
Client Conversions
At the top of this report, there are date range filters to narrow down your search results.
The first part of the report shows the number of clients secured by each staff member within a specified date range, providing a visual representation of individual and team performance in client acquisition.
The next graph illustrates the percentage of clients won, helping your staff evaluate their conversion success.
Next, we display clients won within the specified date range. This report includes the following filter options:
- Client (with a clickable link to the client overview)
- Project (with a clickable link to the project overview)
- Enquiry Date
- Signed Contract Date
- 10% Sub Opportunity
- Sales Person
If needed, this report can also be exported to CSV.
The final report we have is on won clients categorised by the ten percent source. This report classifies won clients based on their lead source, aiding in the assessment of marketing strategy effectiveness.
