Skip to main content
All CollectionsReportsReports FAQ
How Can I Run a Conversion Report?
How Can I Run a Conversion Report?

How can I report on Confirmed Bookings vs. Leads- Is there a report that will show the conversion rates of each salesperson in Event Temple- Can I report on the conversion percentage

Updated over a week ago

Conversion is calculated by the number of inquiries, divided by the number of definite Bookings (eg 100 inquiries & 25 definite Bookings, you have 25% conversion).


Event Temple doesn't have a specific conversion report however using The Booking List Report, this can be easily calculated.

Step One - Number of Inquiries

Looking at the Booking List report

  1. Select your Inquiry Date

  2. Select your Group By Option (eg User)

  3. Click Export As

  4. Select HTML

  5. Click Include Summary

  6. Click Export

  7. Click "Click here to download the file"

Your report will be exported with the total number of Bookings for each Grouping.

Step Two - Number of Definite Bookings

This can be done by calculating the definite Bookings in the above list, or by adding a further filter:

  1. Keep the previous filters as they were

  2. Add Booking Status is a Definite filter

  3. Take note of the total number of Definite Bookings

Step Three - Calculate your Conversion

You now have your Number of Inquiries & your definite bookings. Simply divide your definite Bookings by your inquiries & you have your conversion!

Did this answer your question?