Advisor Activity

Advisors average conversion rate 16.7%

Highest conversion rate

• Advisor A — 25.0%
• Advisor B — 25.0%

Lowest conversion rate

• Advisor C — 0.0%

Sales Pipeline

Average conversion rate 16.7%

Conversion count

Sales Conversion Count

Converted      ████ 2
Not converted  ████████████████████ 10

Total customers: 12

Snapshot notes

• Advisor A: 1 converted out of 4 customers
• Advisor B: 1 converted out of 4 customers
• Advisor C: 0 converted out of 4 customers
• Overall: 2 converted customers and 10 non-converted customers