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Weekly reporting


I am currently trying to gain some insight into our processes. I’m curious if I can run a report showing how many leads were entered → to how many were converted to an opportunity. Is this possible to show on a week by week basis?

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Best answer by Michelle from Copper 10 May 2022, 21:42

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Userlevel 6
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@JoelC yes, this is possible! Here’s a video on how to do this week-by-week based on the date the Lead was converted. You make a similar chart (we call them “Insights”) that does the weekly breakdown by the date a Lead was created. Then you can display those Insights together in a Dashboard.

Let me know if that’s helpful!

Great Thank you!

Userlevel 6
Badge +5

@JoelC let me know if you have any other questions! In the meantime I’m going to mark my first reply as Best Answers so that others can find it more easily.

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