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Topics#Reports & DashboardsKarisa Satterly's Question
Karisa Satterly (DATATRAK) asked in #Reports & Dashboards
Sep 10, 2014, 7:52 PM

Funnel Conversion Percentage and Amount of Time Spent in each Stage

We would like to calculate the sales funnel conversion percentage & funnel velocities for the statuses in our org on how leads progress through our sales' funnel (Lead to MQL to SAL to SQL). If anyone knows how to go about this please help!

 

How many leads go from MQL to SAL and what is the percentage rate? How long does each lead spend in each stage?

 

Thanks a million!
4 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Sep 10, 2014, 8:34 PM
    How are you currently tracking the Lead Status Duration?  Are you using a custom Field on the Lead object?  Do you currently have a Report that you're using to track Lead Status Duration?  If you are, could you post a screenshot of that?
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