Business Acquisition & Conversion
From enquiry to engagement.
Overview
New enquiries, leads converted, proposals won and lost, quotations accepted and engagements started, month by month.
When to use business acquisition & conversion
- You judge how well enquiries convert.
Step by step
In the CPD Training module open Reports in the green navigation bar, then choose Business Acquisition & Conversion under Marketing Reports.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “New enquiries, leads converted, proposals won and lost, quotations accepted and engagements started - month by month. Amounts in USD.”
- Columns: MONTH, NEW ENQUIRIES (LEADS), LEADS CONVERTED, LEAD CONVERSION %, PROPOSALS GENERATED, PROPOSALS ACCEPTED, PROPOSALS DECLINED, WIN RATE %, QUOTATIONS ACCEPTED, ENGAGEMENTS STARTED.
- Actions on the screen: Standard, Spreadsheet, CSV, All clients.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.reports.read
- hospitality.report.read