Conversion report

How the leads of a period turned out: how many came in, were won, lost or are still open, the win rate, the value won and the value still open (plain and weighted by probability), by source and by owner; the funnel of leads that reached each stage; and how fast enquiries were answered. Part of the CRM: leads & pipeline add-on.

Steps

  1. Open CRM → Conversion report. Blank dates cover every lead; set From and To to keep the leads created in those days.
  2. The tiles show the leads, won, lost and open counts, the win rate (won ÷ all) and the close rate (won ÷ won + lost), the value won and the open and weighted values.
  3. The funnel counts the leads that reached each stage (a lead that went straight to Quoted still counts in New). First response shows how many enquiries were answered, the average minutes to the first call or message and the share answered within 24 hours.
  4. By source and By owner break the same numbers down: which channel and who brings the leads that close.

Tips

  • The report is computed on the server from the leads themselves, so it matches the pipeline tiles and the Leads list to the riyal.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the CRM: leads & pipeline module. Learn more

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