This report provided the list of accounts that were reassigned from an SDR user to a local market AE since the selected date This report also shows the number of the reassigned accounts and billing amount received since the reassignment. Please keep in mind that
- The report only includes the accounts that have any tag containing “SDR” and any tag containing “inbound”.
- The accounts that are assigned to any placeholder sellers with “Inactive” or “Bad Pay” in their name are excluded from this report.
To create the Inbound Conversion Rate report, please follow the below instructions:
- Please navigate to Reports on the menu bar.
- Click the Forecast & Deals tab.
- Click the Inbound Conversion Rate Report link.
On the Options screen, you can set the Time Controls of Display all accounts assigned to Defined Salespeople since. It can be set to any date between Jan 1, 2024 and current date. The repor will not provide any information prior to Jan 1, 2024.
Clicking the Filters tab will allow you to select or not select the Markets
Once the report is run, the screen will display the report based on the Options and Filters selected. A view like the one below will appear.
1. # Converted – the number of those reassigned accounts that have received booked dollars since the reassignment.
2. # Transferred – the number of accounts reassigned from an SDR user to a local market AE in the selected time frame.
3. Conversion Rate – this is caculated by (# Converted / # Transferred) * 100.
4. Booked $ - the total amount booked by Market that Matrix has received since the account was reassinged to local market.
5. Booked $ - the total amount booked by Acccount that Matrix has received since the account was reassinged to local market.
6. Date Assigned to Market - the date that account was reassigned from an SDR user to a local market AE.
7. Date of First Market Response – the creation date of the first activity that was added into the account after the account was reassigned. The activities can be adding contact, deal, activity, etc.
Note:
When calculating the Booked $, we are grabbing only the billing amount that Matrix have received since the date that an account was reasigned regardless to the billing month/year. Please see the below example:
- July 1st, 2025 - an account received the billing amount of Nov 2025 for $500.
- July 14th, 2025 - an account was reassigned from an SDR user to a local market AE.
- July 15th, 2025 - an account received more billing amount of Nov 2025 for $200.
- July 17th, 2025 - an account received the billing amount of Dec 2025 for $100.
- July 16th, 2025 - the report was run by setting the Time Controls of Display all accounts assigned to Defined Salespeople since to July 2025. The report would show Booked $ for $300 on this account.