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Knowledge Base/Progress/Insights Reports/Insights reports: Lea...

Topics
Creating a lead conversion report
Viewing your lead conversion report
Customizing your lead conversion report

Insights reports: Lead Conversion

YS
Yssel Salas, June 13, 2022
Note: The number of Insights reports you can have depends on which plan you are on. You can learn more about usage limits in this article.

The Lead conversion report gives you an overview of what percentage of your leads are converting to deals.


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.

By default, the conversion report will display the leads created this year.


Viewing your lead conversion report

This report shows the rate of converting leads to deals for various groups (such as lead source, creator, time periods, etc).

Column chart

For this type of chart, the columns show the percentage of the Measure by (Conversion) field of the total.

For example, if you choose Conversion by Lead value and View by Lead source, each bar in the chart is showing the percentage of the value of Converted to deal leads of each lead source of the total value of leads of the same source.

This means if a user created 10 leads with the total value of $100k, and 1 of them with the total value of $15k is converted to deal, the bar will show 10% conversion for this lead source.

The chart supports the following custom fields:

Conversion (Y-axis)View by (X-axis)
  • Any numerical or monetary custom field
  • Lead value (converted to default currency)
  • Number of leads
  • Lead created on
  • Lead closed on (Archived or converted to deal)
  • Contact person
  • Creator
  • Currency
  • Label
  • Lead source
  • Organization
  • Owner
  • Team
  • Custom date
  • Custom multiple options
  • Custom organization
  • Custom person
  • Custom single option
  • Custom user

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.

The X-axis will show all of the 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.

Note: Only Professional and Enterprise plan users will be able to use deal/lead custom fields for filtering and building reports in the Visual Builder (Measure by, View by). All plan users will be able to use deal custom fields in tables.

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

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