Rep Efficiency (Advanced Reports)

This report will show how effective your reps are, in terms of converting account visits to product placements.

Written By Chris Louis (Super Administrator)

Updated at May 13th, 2020


This report will show how effective your reps are, in terms of converting account visits to product placements.

  • Choose the time frame for which you’d like to view the report.
  • Choose the team(s) you’d like included
  • Choose the user(s) you’d like included
  • Click the “Submit” button
  • In the table that populates below, you’ll find the following information:
    • Team – the team each user belongs to
    • Rep Name – the names of each user included in the report
    • Total Visits – the total number of visits logged in Lilypad
    • Unique Visits – the total number of unique accounts touched during that time period
    • Commitments Added – the total number of placements added during those visits for the selected time frame
    • Unique Visit to Commitment – the ratio of placements added in comparison to unique visits (i.e. individual accounts) visited during the selected time frame
    • Commitments Fulfilled – the total number of placements that have matched to an invoice and have been confirmed as landing in the account
    • Commitment to Fulfillment – the ratio of placements that have fulfilled in comparison to the total number of placements entered

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