I am trying to create a report to see how many opportunities have been created from converted leads and how many of them have closed. I have been advised to use a Joint Report with a cross-block formula. I have started working on it, but I can't figure out how to do it.
My instincts tell me that I should create a formula that will add a "1" to the Opportunity object report formula field when the contact's name matches a converted lead's name. Then, I will use that "1", the number of converted leads I have and the number of won opportunities to make other formula fields (%) to determine my closing ratio and the % of converted leads linked to opportunities.
In our org, opportunities are not created at the moment a lead is converted. A lead is converted to a contact when we are ready to pass them to sales rep. Considering how we work, the Leads with Converted Lead Information report type doesn't work with what I wanna do.
5 Antworten
The Cross Join report only works if the objects are related and Leads are not directly related to Account, Contact or Opportunity. What I have done in the past is create a field on Lead and Account called "IsConverted" or something similar. You can make it a check box if you want, and default the value to checked on Lead and unchecked on Account. Map the fileds together via Lead Field Mapping and then remove them from the page layout. Now you will track when an Opportunity is created if the Account came from a converted Lead. Then you can report looking at that field.
