Contacts Report to Include Event Stats
Megha Torpunuri
Hi folks! We're starting to build this out and had a few questions around how you would like to calculate some of the stats:
- Total events: How do you think about lost/cancelled events (where a lead was interested but never booked) - should this go in total events? Past events?
- Type of contact: Would you like to see all events where the person is a primary contact or ALSO a secondary contact?
- Total spend: What should total spend include? Would potential future payments/installments be counted?
- Average spend: What would you like to compare against, e.g. # of total events?
Megha Torpunuri
Merged in a post:
Section for Last Contacted
H
Hilary Green
In the contact list tab in Reports, a section that indicates last contacted date on all current and prior contacts.