User Close Ratio

Reports-> Associate / User -> User Close Ratio

This report is utilized to analyze sales performance by Sales Associate.

It will list the number of customers registered where the User was entered on the customer profile form.

The report will then list the total number of those customers who purchased anything in the shop.

Customers who became Brides of wedding events where they or any member within their group purchase anything will be counted as a sale. Those Bride customers who did not purchase, but members did, will have a RED asterisks * next to their name within the report listing.

The report totals the customers registered by the User, the number that purchased anything or customers who became brides with themselves or any members purchasing something. The the ratio percentage between how many were registered and how many purchased within the date range entered for the report.

Filters

User/Sales Associate ... Limit to a user/sales associate or selected (multiple) users/sales associates. blank will list all.

Sale start/end Date range ... The beginning ending customer registration dates. This the date the customer was added to the system. The User must be on the customer profile form to be counted.

Run Report button ... Display report.