Question

How to build Lead to Opportunity conversion report

  • 5 December 2021
  • 2 replies
  • 27 views

I’d like to build an insight that allows me to see for the past period (week / month / quarter) how many leads were converted to opportunities, their value, and by lead owner.


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2 replies

Userlevel 5
Badge +5

Hey @CV_mikeg, that’s a great question! I’m just consulting our team on the best way to achieve this. Hang tight we’ll get back to you shortly :ok_hand:

Userlevel 3

Hi @CV_mikeg 

Here is a Loom video I created to walk you through how I would create this: 

 

And a screenshot of the final values I pulled in:

 

Let me know if you have any other questions!