I want to create an Excel Sheet so I can monitor the performance of my team. My team are handling customer enquiries and generating sales and I want to see how successfully the convert these enquiries. There maybe a few ways to do this but I was thinking an excel sheet (If you have a different way please let me know in your proposal)
Sheet 1. Name of enquiry staff memeber name Enquiry date Enquiry source Service they want Appt attended - yes/no Booked with dentist yes/no Treatment started yes/no Comments
Sheet2. Monthly conversion stats Number of enquiries Number of enquiries attended Number of patients seen that see the dentist Number that see dentist and start treatment. Treatment value
On sheet 2 it should also have lifetime conversion. The conversion should be of whole team and also be able to segment by staff member. So i can tell which staff member is performing better.
It might also be useful to be able to segment the data by service also. This is less important, but it might show that we are better at converting.One type of treatment over another
Guaranteed ClickBank Affiliate Sales Category: Affiliate Marketing, Conversion Rate Optimization, Email Marketing, Facebook Ads, Facebook Marketing, Google Ads, Google Adwords, Internet Marketing, Marketing, SEO Budget: ₹600 - ₹1500 INR
07-Mar-2026 23:04 GMT
Facebook-Instagram Ads Campaign Management Category: Ad Planning & Buying, Digital Marketing, Facebook Ads, Facebook Marketing, Google Adwords, Instagram Ads, Internet Marketing, Social Media Marketing Budget: $250 - $750 USD
07-Mar-2026 23:03 GMT
Access Control System Development Category: API Development, Cloud Computing, Database Management, Mobile App Development, Network Security, Security Systems, Software Development, Web Development Budget: $50000 - $100000 USD
07-Mar-2026 23:01 GMT
Affiliate Marketers Needed Commission Category: Content Creation, Digital Marketing, Facebook Marketing, Instagram, Internet Marketing, Shopify, Social Media Management, Social Media Marketing, TikTok, Twitter Budget: $30 - $250 USD
07-Mar-2026 23:00 GMT
Refine Logo & Deliver Hi-Res Logo Category: Adobe Illustrator, Branding, Graphic Design, Illustration, Logo Design, Photoshop, Print Design, Vector Design Budget: $30 - $250 USD
07-Mar-2026 23:00 GMT
Website & Android Utility Development Category: Android, Android App Development, API Development, Backend Development, HTML, Mobile App Development, PHP, Web Development Budget: $250 - $750 USD
share html to email Category: CSS, Email Marketing, Frontend Development, HTML, JavaScript, PHP, Web Application, Web Design, Web Development, Web Services Budget: $30 - $250 USD
Phonely.ai Halo PSA Integration Category: API Development, Automation, Data Integration, Data Processing, Documentation, REST API, Workflow Consulting Budget: $250 - $750 USD
07-Mar-2026 22:45 GMT
Мобільний додаток для таксі Category: Mobile App Development, Payment Gateway Integration Budget: €3000 - €5000 EUR
07-Mar-2026 22:44 GMT
SharePoint Development for Youth Non-Profit Category: HTML, Office 365, PHP, Power Automate, Project Management, Sharepoint, Technical Documentation, Web Design Budget: $8 - $15 USD
07-Mar-2026 22:43 GMT
Summer Camp and Lifestyle Shirt Category: Adobe Illustrator, Photoshop, Branding, Graphic Design, Logo Design, Print Design, T Shirts, Typography, Vector Design Budget: $30 - $250 USD
07-Mar-2026 22:41 GMT
Spesialis Pemasaran Digital Perusahaan Category: Content Creation, Data Entry, Digital Marketing, Finance, Financial Accounting, Google Analytics, Graphic Design, Social Media Management, Social Media Marketing, Web Design Budget: $10 - $30 USD
