Win/Loss Analysis Strategies

Question

Hi all, my very first community post!!

I have been asked to create one report that makes visible the whole Journey of a lead, right through to opportunity won but I am struggling to do this without created a converted leads report and then an opportunities report.

Any ideas?

Esron R · Accepted Answer

Mr  @Ben Bailey https://trailblazers.salesforce.com/profileView?u=0054S000001PgFDQA0 ,         You can use Join Reports in which you can merge Lead Converted and Opportunity Report as you need as blocks. In Joined reports you can merge different types of reports. Please refer to the below link to know more about joined reports. Create a Joined Report (salesforce.com)   If you think my answer is helpful. Mark my answer as best

Ben Bailey · Answer

Thanks both,   I know how to make joint reports but I am sure I tried this before and the activity that happened on the lead once converted gets transferred to the account so it is hard to at a high level for many, differentiate between lead activity and account activity.   Also it is a little unsightly because when a lead is disqualified, it pulls through the activity that happened after the disqualification.   Is there any way to put some intelligence in the report to have the stop point being either disqualified lead or closed won or lost opportunity for each individual life cycle?   hat I am getting is the following (example:)   lead created> 6 activities>Converted Lead> 6 activities>Opportunity Won Lead created>6 activities> Lead disqualified>6 activities on other qualified leads pulling through

Win/Loss Analysis Strategies

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