You can get expected revenue and stats for plans that are in conversions by running the crystal report:  Marketing - InConversions.  It will ask you to complete the parameters for the different types of plans.  Those parameters are below:


  • Indy:  46
  • PEO Adopter:  52
  • Assoc Adopter:  81
  • HE Adopter:  82
  • MEP:  80
  • PEP:  116
  • Merger:  119