This report will give you a list of all consultations grouped by employee, and if they have been converted or not.

Additionally, you will have information such as: Employee, Date of Inquiry, Client, Consultation Type, Converted (S), Conversion Spend, and Location.

With this report you will have information about your clients that possess or not possess all of the mentioned above.


  • Employee - The employee who added the client onto the system.

  • Date of Inquiry - The date of inquiry of the client.

  • Client - The name of the client.

  • Consultation Type - The type of consultation.

  • Converted (S) - Shows you if the lead has converted into a client.

  • Conversion Spend - The time period it took to convert the lead into a client.

  • Location - The location where the consultation was performed.

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