How to find your Practitioner Conversion Report
Click on the Reporting icon in your left toolbar In the dropdown list of reports you’ll see on the left, click into the Practitioner Conversion Report to explore.
Just hover over the little information icon when there is one, and you’ll get a description of the tools.
Practitioner Conversion Report
This report shows conversion performance for all practitioners, listing them along with their assigned leads.
You can select milestones to see how practitioners' leads progress through your stages, allowing for comparison of practitioner performance across different stages.
You can click further into your report by clicking on the Practitioner’s name.
What are Milestones?
Milestones are a flexible way to track all the meaningful moments that happen in your pipeline, they are the key checkpoints in your sales journey that help you measure lead progression.
They’re tied to your Boxly Stages, so as leads move through your pipeline, Boxly automatically tracks when they pass each milestone.
If you want to add the values of the milestones as columns to your view, simply click on the top “Milestones” button and select the milestone you want to display.
For example, it will say something like:
Last refreshed: 7 minutes ago
Available filters include: Lead source, Box, Channel, and Label.
Filtering your Practitioner Conversion Report
Click on “Add Filter” Select the filter you want applied, like Sources
The Filter’s options will appear next to “Add Filter”, select the specific filter within the category you chose. you can chose as many as you want.
Click “Apply Filter” button on the right and yout filter will apply to your report, when you’re done simply click on the red “Clear Filter” button that appears once you’re in a filtered view.
Filter by date
Click on “Date: Last 3 months”, the default time is Year to Date Select the date you want applied as follows:
1. Date range -
Options include: Today, Yesterday, Last 7 Days, Last 30 Days, Last 90 Days, Month To Date, Week To Date, Quarter To Date, Year To Date, Last Week, Last Month, Last 3 Months, Last 6 Months, and All Time
2. Starting - Chose a date
3. Ending - Chose a date
Click the “Apply” button
Export your Practitioner Conversion Report
Click on the top Export button to export your Practitioner Conversion Report.
If any filters are active, your exported report will only reflect the data you’ve chosen.
Your Practitioner Conversion Report will be filtered by the filters you’ve chosen.
You can export into .csv & .xlsx formats
