Knowledge Base

The lead conversion report shows the percentage of converted leads, so you can track how often your leads are moving into your deal pipelines.

Creating a lead conversion report

To create a report for your lead conversion data, click the plus “+” sign next to the search bar, then Report > Lead > Conversion.

Viewing your lead conversion report

This report shows the leads-to-deals conversion rate for various groups (e.g., lead source, creator, time periods, etc.)

Column chart

The columns in this report display the conversion percentage based on the view by field.

So in the picture below:

• The Y-axis shows percentages representing how many of your total leads are in that column.
• The X-axis divides the converted leads by their lead source (i.e. Import, Prospector, etc.)

By hovering your cursor over a column, you can see the actual number of leads in the column and the conversion rate compared to other sources.

In this case, the report shows four leads have been converted, and one of those leads was created via the Prospector tool.

Supported fields

This report type supports the following custom fields:

Scorecard

The scorecard report always shows the percentage of converted to deal leads with the defined filters and conversion metric.

The scorecard supports the following fields:

• Any numerical or monetary custom field
• Lead value (converted to default currency)
• Number of leads

Customizing your lead conversion report

When your report is generated, it will have a default filter. You can edit the default filter or add your own conditions using the ”+“ button.

The X-axis shows all lead sources by default, so you can view the conversion rate of your leads from each source.

You can also view by custom fields, date fields and other fields.

Once you have finished creating your deal conversion report, you can add it to your dashboard or share it with your team.