Insights reports: Lead Conversion
The Lead conversion report gives you an overview of what percentage of your leads are converting to deals.
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.
This report shows the rate of converting leads to deals for various groups (such as lead source, creator, time periods, etc).
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)|
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
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.