CAC Report

CAC Calculator

Filters/Reports

New Ezlynx Reports https://www.loom.com/share/43566c7cf3934151b546df5cccd57ff2

We are looking to find out the closing ratio and customer acquisition costs for our marketing efforts

This can be sorted by producer, opportunity source and also length.

Report Date Filters

Date Activated (includes a lot of salescenter x dates)- when it comes into the sales pipeline. For example, a client we did not win last year comes up based on their x date.
Effective Date- does not work
Date Closed- does not work
Date Created- when the lead is created in the system
Date Modified- when the lead was last modified
X Date- is based on the date selected for the policy to be sold. If it is not selected then it will not show up

Data Filters

Time Parameters for closing

Rolling 12 Months Sales by Opportunity Source Report Date Activated Rolling 12 Months Opportunity Source Calculation

Last Quarter Sales by Opportunity Source Date Activated Quarterly Sales Report Analysis

Opportunity Source by Dept (we are not doing this at the moment)

PL= Lola Brittni

Rolling 12 Months Sales by Opportunity Source Report Date Activated

Last Quarter Sales by Opportunity Source Date Activated

CL= Scarlett Carlo

Rolling 12 Months Sales by Opportunity Source Report Date Activated

Last Quarter Sales by Opportunity Source Date Activated

Trucking= Jake, mike

Rolling 12 Months Sales by Opportunity Source Report Date Activated

Last Quarter Sales by Opportunity Source Date Activated

Date Created

Date Activated

Effective date

Date Closed

Date Created

Dated Modified

For now just check Sales Center Manually

Sales Reports- Pipeline Open rolling 12 months Try last modified date

Brittni Lola Pipeline

We have weekly personal already done by date activated

How many leads in a given week ?

How many total leads?

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