I want to create an Excel Sheet so I can monitor the performance of my team. My team are handling customer enquiries and generating sales and I want to see how successfully the convert these enquiries. There maybe a few ways to do this but I was thinking an excel sheet (If you have a different way please let me know in your proposal)
Sheet 1. Name of enquiry staff memeber name Enquiry date Enquiry source Service they want Appt attended - yes/no Booked with dentist yes/no Treatment started yes/no Comments
Sheet2. Monthly conversion stats Number of enquiries Number of enquiries attended Number of patients seen that see the dentist Number that see dentist and start treatment. Treatment value
On sheet 2 it should also have lifetime conversion. The conversion should be of whole team and also be able to segment by staff member. So i can tell which staff member is performing better.
It might also be useful to be able to segment the data by service also. This is less important, but it might show that we are better at converting.One type of treatment over another
Corporate Business Plan Slides Design Category: Branding, Corporate Identity, Graphic Design, Icon Design, Logo Design, Powerpoint, Typography, Visual Design Budget: $30 - $250 USD
01 Dec 2025 11:04 GMT
Social Media App Executive Team Needed Category: Android, Android App Development, Application Performance Monitoring, CTO, Internet Marketing, IOS Development, IPhone, Mobile App Development, Software Development, Technology Consulting Budget: £20 - £250 GBP
01 Dec 2025 11:03 GMT
Panduan Cara Kerja Lengkap Category: Content Development, Copywriting, Data Entry, Data Processing, Excel, Technical Writing, Word Processing Budget: $2 - $8 USD
Pembuatan Furniture Interior Custom Category: 3D Design, 3D Modelling, AutoCAD, CAD / CAM, Data Entry, Furniture Design, Interior Design Budget: $250 - $750 USD
01 Dec 2025 11:02 GMT
French Employment History Verification Category: Canadian French Translator, Compliance, Data Management, French Translator, Human Resources, Recruitment, Research Writing, Translation Budget: $10 - $30 USD
01 Dec 2025 11:02 GMT
Urgent Music PR Outreach -- 70292 Category: Blog Writing, Brand Management, Content Writing, Digital Marketing, Email Marketing, Influencer Marketing, Music, Public Relations, SEO, Social Media Marketing Budget: $10 - $30 USD
AI Music App Training Session Category: AI Audio To Audio, AI Chatbot Development, AI Content Creation, AI Design, Audio Production, Audio Services, Music, Sound Design Budget: $250 - $750 AUD
Elevate Google & TripAdvisor Ratings Category: Analytics, Business Analysis, Business Plans, Business Writing, Customer Service, Google Ads, Internet Marketing, Social Media Management Budget: $30 - $250 USD
