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Conversion Report

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 Conversion Report

 

đź“Ť  Where to find this report:  Admin → Reports → Custom Export → [white drop-down] → Conversion 

 

Overview

The Conversion report tracks how effectively your business converts quotes into reservations. It breaks performance down by order source, contact type, and time period — giving you a clear view of where leads are converting and where they're dropping off.

 

Filters

  • Date Range
  • Location
  • Path Source — Standard (TapGoods Pro), Storefront, or Reventals
  • Order Status
  • Order IDs
  • Contact Recurrence — First-time or Repeat customer
  • Contact Type — Company or Individual
  • Contact Category
  • Contact Name

 

Dashboard Summary Metrics

Five summary boxes appear at the top of the dashboard:

  • Total Quotes — all quotes created in the selected period
  • Total Reservations — all reservations in the selected period
  • Conversion Rate — calculated from quotes to reservations
  • Storefront Quote Percentage — share of leads that became quotes via Storefront
  • Storefront Reservation Percentage — share of Storefront quotes that became reservations

 

Dashboard Charts

 

Trend & Funnel

  • Conversion Rate Over Time — line chart showing rate changes across the period
  • Quotes-to-Reservation Funnel (Standard Orders) — bar chart for orders placed in TapGoods Pro
  • Quotes-to-Reservation Funnel (Storefront Orders) — bar chart for orders placed via Storefront
  • Quotes and Reservations by Period — stacked column chart

 

Comparison Views

  • Path Source Conversion Comparison — Storefront vs. Standard conversion rates side by side
  • Contact Type Conversion Comparison — First-time vs. Repeat customers, for both Standard and Storefront

 

Table View

Click Table View in the top-right corner for an order-level list. All columns and filters are sortable:

  • Order ID
  • Order Name
  • Customer
  • Company
  • Quote Date
  • Reservation Date
  • Event Start Date
  • Order Source
  • Order Status
  • Payment Status

 

đź’ˇ  Tip 

Use the Contact Recurrence filter to compare how first-time vs. repeat customers convert — this is especially useful for evaluating Storefront performance.