The Conversion Analysis report shows the current stage of every opportunity created during a specified date range.
This article will provide an overview of the Conversion Analysis report, as well as its available features.
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Understanding Conversion Analysis Reports
Click Analytics > Conversion Analysis in the left toolbar to access the Conversion Analysis report.
The Conversion Analysis report details the current stage of opportunities in a pipeline during a period of time. The Conversion Analysis report is based on the open date of an opportunity. This report is useful for showing the quality of the opportunities you have created and the conversion rates of your sales staff.
The Conversion Analysis report shows the following information:
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In addition, each stage of the pipeline provides data for the loss at stage rate and deal stage conversion from stage rate of opportunities that have reached that stage:
- Loss at stage shows the percentage of opportunities that were lost in this stage, as well as the raw number of opportunities that reached and were lost in the stage.
- Conversion from stage shows how many of the opportunities that have been in this stage were set as Closed-Won at any point.
Configuring Conversion Analysis Reports
The Conversion Analysis report can be configured with data filters to show different details. You can use any or all of these filters. To configure Conversion Analysis report filters, do the following:
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Note: Clicking on the opportunities in a pipeline stage will list their names. Clicking on the opportunity names will take you to their pages in Lead Gen & CRM.
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Note: To reset report filters, click
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Saving Conversion Analysis Reports
To save a configured Conversion Analysis report, do the following:
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Once saved, you can delete saved Conversion Analysis reports from the Conversion Analysis report screen. Be aware that clicking Options > Delete Report will immediately and irreversibly delete the saved report.
Locating Saved Reports
Once you navigate away from the report page, the saved report and its associated parameters will be reset to their default states. To locate and access previously saved reports, do the following:
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Scheduling Conversion Analysis Reports
Once a Conversion Analysis report has been configured, it can be scheduled to be sent via email. To schedule a Conversion Analysis report, do the following:
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Note: If you have already saved this report, Save and Schedule Report will instead be listed as Schedule Report.
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Note: By default, the Select a report to send drop-down menu will display the report you just saved.
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Exporting Conversion Analysis Reports
Once a Conversion Analysis report has been configured, it can be exported as a .PDF file. To export a Conversion Analysis report, do the following:
Different web browsers or .PDF viewing programs have different means of saving, downloading, or printing a .PDF file. Refer to their help documentation for more information. |