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
Hiring Native Chinese Speakers — 30-Minute English Conversation Category: English Translation, Language Tutoring, Personal Development, Research, Simplified Chinese Translator, Traditional Chinese (Hong Kong), Traditional Chinese (Taiwan), Translation, Video Conferencing, Zoom Budget: $10 - $30 USD
05-Nov-2025 11:04 GMT
Modern E-Commerce Website Development Category: Graphic Design, HTML, Inventory Management, PHP, Web Design, Web Development, Website Optimization Budget: ₹1500 - ₹12500 INR
3D Mobile Card Game Development Category: 2D Game Art, 3D Animation, Backend Development, Frontend Development, Game Design, Game Development, Game Testing, Mobile App Development, Unity, Unreal Engine Budget: £250 - £750 GBP
05-Nov-2025 11:03 GMT
English-Telugu Business Translation Needed Category: Content Writing, English (US) Translator, English Spelling, English Translation, Proofreading, Technical Writing, Telugu Translator, Translation Budget: ₹750 - ₹1250 INR
05-Nov-2025 11:03 GMT
Vendedor Telecomunicaciones Call Center Category: Call Center, Customer Retention, Customer Service, Lead Generation, Sales, Sales Account Management, Sales Management, Sales Promotion, Telecom, Telecom Sales Budget: €700 - €701 EUR
05-Nov-2025 11:02 GMT
Investor Relations Specialist Needed Category: Business Analysis, Business Development, Fundraising, Market Research, Research Writing, Sales Budget: ₹600 - ₹1500 INR
Writing project Category: Article Writing, Blog Writing, Content Development, Content Writing, Creative Writing, Essay Writing, Non Fiction Writing, Research Writing, Social Impact, Writing Tutoring Budget: ₹600 - ₹1500 INR
05-Nov-2025 11:01 GMT
Dewi138 Editor Konten Media Sosial Category: Content Creation, Content Writing, Copy Editing, Copywriting, Creative Writing, Digital Marketing, Editing, Proofreading, Social Media Management, Social Media Marketing Budget: $15 - $25 USD
05-Nov-2025 11:01 GMT
Building Hoist Calculation Audit & Recommendations Category: Civil Engineering, Construction Engineering, Finite Element Analysis, Mathematics, Report Writing, Risk Assessment, Structural Engineering, Technical Writing Budget: €250 - €750 EUR
05-Nov-2025 11:01 GMT
n8n workflow for Payment Reminder Automation Category: API Integration, Automation, Data Processing, Google Sheets, HTML, JavaScript, N8n, SMTP, Software Architecture Budget: ₹1500 - ₹12500 INR
