I want to create an Excel Sheet so I can monitor the performance of my team. My team are handling customer enquiries and generating sales and I want to see how successfully the convert these enquiries. There maybe a few ways to do this but I was thinking an excel sheet (If you have a different way please let me know in your proposal)
Sheet 1. Name of enquiry staff memeber name Enquiry date Enquiry source Service they want Appt attended - yes/no Booked with dentist yes/no Treatment started yes/no Comments
Sheet2. Monthly conversion stats Number of enquiries Number of enquiries attended Number of patients seen that see the dentist Number that see dentist and start treatment. Treatment value
On sheet 2 it should also have lifetime conversion. The conversion should be of whole team and also be able to segment by staff member. So i can tell which staff member is performing better.
It might also be useful to be able to segment the data by service also. This is less important, but it might show that we are better at converting.One type of treatment over another
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