How to View Close Rates – RFMS Beta Apps & API

Close Rates can be found under the Reports screen, , in CRM. This screen has different options depending on whether you have a role as an estimator/salesperson or as an administrator/manager. For more information on roles please see the article User Roles and Permissions.

The basic information contained within the Close Rates reports is:

A. Salesperson Names

B. Timeline

C. Close Rate Percentage

D. Number of Opportunities Won during selected timeline

E. Number of New Opportunities during selected timeline

Note: The close rate ratio for each salesperson includes lost opportunities

Administrator/Manager View

This view allows for seeing multiple or all salesperson for a single store or multiple stores.

Estimator/Salesperson View

This views allows for a single salesperson to view the statistics on their own data

How to Filter Close Rates Information

Filter by timeline.
Use the arrows to go forward/backward along the selected timeline.
Filter by Salesperson (Administrator/Manager Only). More than one can be selected at a time.
Filter by Store. Select the settings icon along the bottom left of the screen. Check which stores you wish to include in the view and tap Update.