Lead Conversions (by Rep & by Branch)

For sales managers · ~3 min read

Two views of the same conversion data — leads that became orders, with the order value. Grouped by sales representative or by branch.

Both take Date From and Date To.

Figure 1 — Lead Conversions by Rep: the leads received in the window, the method each came in by, and the order it became. A blank Order # is a lead that hasn’t converted.

Columns

Column	Meaning
Lead #	The lead
Date	When it converted
Method	How it converted
Order #	The resulting order
Order Amt	What the order was worth

How to read them

Two different conversations

• By Rep is a coaching report. Compare each rep’s conversion count and average order value — a rep converting fewer leads at much higher value may be your best performer, not your worst.
• By Branch is a resourcing report. A branch with low conversions may need more people, better lead quality, or a look at who’s on the phones.

• Count vs value. Read them together, always. High volume at low value and low volume at high value are different businesses.
• Method shows which route converts. If one method dominates, it’s worth pushing.
• Pair with Leads Analysis to get a rate: conversions over total leads for the same window and grouping.

Common questions

Question	Answer
A rep is missing	No conversions in that window — which is itself the finding.
Order Amt is blank	The order has no value recorded yet.
It doesn’t match my sales report	These count converted leads; sales reports count orders. An order with no lead behind it never appears here.

See also

• Sales conversions — quote-stage win/loss
• Leads Sources