How to see conversion rate from reports

With Local Booking Manager, you can create various financial reports and track your yacht performance, cash flow, agency, and direct bookings, statistics per countries and many others.

One of the more useful reports you can generate thru the System is a financial performance report which also shows the conversion rate per each boat/client by giving you the information on how many requests you had per each confirmed booking.

One such report that shows the conversion rate is the Agency financial performance report.

To create it go to Reports  > Agency financial performance


Next, in Report Wizard

1. Set the Report type to be the Conversion rate 
2. In this example, Period type is set to year
3. Chosen year is 2020
4. Client type is set to Agencies
5. Sorted by Number of reservations 
6. Once the parameters are set click on Create report
   
   
   
   The result is the report which in the first 3 columns in each row shows:
   1. total number of requests made by the agent which includes opened options, expired options, canceled options
   2. number of confirmed reservations
   3. Conversion rate percentage ratio