As we reflect on the past twelve years of our ISI Insider publication, we remain grateful for the opportunity to connect with you on a monthly basis.  Our mission is to provide you with actionable content that you can immediately apply to enhance operations and support your business.    

This month, we are featuring a report from ISI Central Reporting that provides a quick snapshot and overview of store practices and procedures.  This report provides powerful insights into store operations, designed to enhance your staff’s utilization of the Service Review program and drive exceptional sales performance. 

Conversion Ratio by Employee Report:

The Conversion Ratio by Employee Report offers a comprehensive overview of your employees’ effectiveness in utilizing the Review program during customer visits. It highlights key metrics and calculates conversion ratios to help you identify areas for improvement. Here’s what you can expect from this report:

  • Total Number of Customer Visits: Discover how many customer visits each employee worked in the Upper Bay position.
  • Graph Screen and Review Form Interaction: Determine how often employees accessed the graph screen or requested the Review form to be printed.
  • Sales Opportunities: Identify the total number of graphs or forms showing “Due Now” services, indicating potential sales opportunities.
  • Total Sales Opportunity: Gain insight into the total sales opportunity if every “Due Now” service was sold.
  • “Due Now” Services: Track the number of “Due Now” services printed or displayed upon technician request.
  • Services Sold and Completed: Determine the number of “Due Now” services that were successfully sold and completed.
  • Conversion Ratio: Calculate the conversion ratio based on the number of services sold and completed.


By utilizing these insights, you can provide targeted training to improve presentation and sales skills.

Stay tuned for more detailed reporting features next month! 

Questions? Call your ISI salesperson at 800.922.3099 or visit us at