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
Outbound SDR Specialist for Fable Fox Category: Appointment Setting, B2B Marketing, CRM, Lead Generation, Leads, Sales, Social Media Marketing, Telemarketing Budget: $250 - $750 CAD
Latam Web Developer Collaboration Category: CSS, Frontend Development, Git, HTML, JavaScript, Slack, Web Development, Web Design Budget: $8 - $15 USD
22-Apr-2026 15:59 GMT
Video Tutorial Melamar Kerja Sederhana Category: After Effects, CapCut, Graphic Design, Illustration, Procreate, Video Editing, Video Production, Video Services Budget: $5000 - $10000 USD
22-Apr-2026 15:59 GMT
Modern Logo & Brand Collateral Category: Adobe Illustrator, Graphic Design, Illustration, Logo Design, Vector Design Budget: $30 - $250 USD
22-Apr-2026 15:59 GMT
Boost Subscriber Engagement & SEO Category: Analytics, Content Audit, Content Creation, Content Strategy, Internet Marketing, Keyword Research, Link Building, Marketing, SEO, Social Media Marketing Budget: ₹600 - ₹1500 INR
22-Apr-2026 15:59 GMT
Secondary School Assessment Module Completion Category: Academic Writing, Data Analysis, Data Collection, Data Visualization, Educational Research, Qualitative Research, Report Writing, Statistical Analysis Budget: $30 - $250 USD
