Franchise Conversions Report

This report shows first-time Service revenue, won Estimate Revenue, the number of new Leads created, and the number of Leads converted to Clients for each Franchise location. First-time Services are Services the Client has completed for the first time on their account.

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  • First Time Services - The sum of first time scheduled Services within the specified date range.
  • First Time Services Revenue - The sum of the total amount for any first time scheduled Services within the specified date range.
  • # Won Estimates - The number of Won Estimates within the specified date range.
  • Won Estimates Revenue - The sum of Won Estimate totals within the specified date range.
  • # Leads Created - The number of Leads created within the specified date range.
  • Conversions - The number of Leads converted to Clients within the specified date range.

Important Note: Franchise reports are not updated in real time. The reports are updated every morning at 2:00 a.m.

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