Converted Leads to Opportunities by Owner
The first report I want to create is to look at the leads per salesman, see their total number of leads, followed by the total number of converted leads followed by the conversion ratio and/or percentage.
Converted Leads to Opportunities by Source
The second report I want to create is to look at the leads by source, see the total number of leads per source, followed by the total number of converted leads, followed by the conversation ratio and/or percentage.
They're very similar report styles but I've been playing around for a while, including trying some custom formulas and can't seem to get the reports to work.
I'm using Salesforce Classic, although I can switch into Lightning if required.
2 réponses
Try a "Leads" report type. Set the format to "matrix" and group the rows by Lead Owner. Then group the columns by Lead Source.
Add the "Converted" checkbox as a datapoint in the table and select "Sum" for the aggregation option.
Hide the details.
So far, you should have this (but for multiple lead owners):
Now we just need to add the conversion ratio, which is the number of converted leads divided by the total number of leads for each intersection of data.
Customize the report and add a custom summary formula:Here's the formula:
IF(RowCount > 0,
CONVERTED:SUM
/
RowCount,
/*ELSE*/
NULL
)
Run this report, and you should see the conversion rate at each intersection of data.
The subtotal column on the far right will show you results for your first report request
The subtotal row at the bottom will show you results for your second report request
