Objective:
To effectively navigate and utilize the reporting area of Gatekeeper to analyze data related to leads, quotes, orders, conversions, rejections, and traffic patterns.
Key Steps:
Accessing Reporting Section:
Go to the menu.
Navigate to Gatekeeper.
Click on Reports.
Scoreboard Area:
Set the location (e.g., Naples).
Expand the date range for data analysis.
Filter by individual salesperson or view all data.
Filter by leads, quotes, or orders.
Review rejections and reasons provided.
Filter down to transferred ups.
Scorecard Section:
Analyze data including number of ups, conversions, conversion rate, ups value, feedbacks, skips, transfers, and rejections.
Data will adjust based on applied filters.
Conversions Tab:
Set date range and filter by conversion type (leads, quotes, orders).
Filter by referral source and specific source.
Review sales conversions and access related quotes/orders/leads.
Rejections Tab:
Understand reasons for rejections by salespeople.
Filter by all types or specific rejections.
Monitor rejection trends and address significant issues.
Traffic Tab:
Set filters to view traffic patterns based on entry points.
Analyze data by weekends, specific days, hours, or day of the week.
Review door swings data for insights on customer flow.
Cautionary Notes:
Ensure proper filters are set to view accurate and relevant data.
Regularly monitor rejection trends to address potential issues.
Verify data accuracy before drawing conclusions.
Tips for Efficiency:
Utilize filters effectively to focus on specific data points.
Click on quantities to directly access related quotes/orders/leads for detailed review.
Regularly review data to identify trends and make informed decisions for sales team optimization.