Skip to main content
Topics#Reports & DashboardsPergunta de Guru Singh
Guru Singh perguntou em #Reports & Dashboards
6 de mai. de 2019, 20:08

Conversion Rate report on 2 standard objects

Our Lead conversion is not straightforward, but have an intermediate step. We divided Account into 2 record types: Prospect and Client, such that Lead conversion happens like Lead > Prospect > Client. With that perspective, I am trying to report on ENTIRE conversion process, something like below mockup. How can it be created?

 

Conversion Rate report on 2 standard objects

 

 
4 respostas
  1. Guru Singh
    6 de mai. de 2019, 21:57
    Joined report is not an opiton yet, as we are in Lightining. Tried with custom report type:

     

    For Lead to Prospect conversion, I calculated the rate easily using standard "Converted" checkbox (Converted:SUM) but struggling with Prospect-to-Client conversion rate. Is there any standard field to leverage here for account's record type change? I do have Client creation date, but it cannot be summarised (counted) for reporting!

     

    Joined report is not an opiton yet, as we are in Lightining.
Escrever uma resposta...
0/9000