Sales presenter

Presentation results

See close rates, membership attach rate, which option wins and time per step.

Go to Reports → Sales pipeline and scroll to In-home presentations to see how your presentations perform in the date range you choose.

The In-home presentations block on the Sales pipeline report
FigureMeaning
PresentedQuotes presented in the range (each quote counted once per presenter)
WonPresentations that ended in an approval, including quotes approved online later
Close rateWon out of presented
Membership attach rateWins with the membership added
Option chosenWhich option won on good / better / best quotes
Average time per stepHow long customers spend on each step
By presenterThe same figures for each person who presented

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