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.
Best answer by Natalie from Copper
View original
This topic has been closed for comments
Userlevel 7
+7
Hey 
Userlevel 3
Hi
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!
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.