🔍 What it is: #
Reports that track the progress and conversion rates of leads and opportunities in your CRM. It helps analyze how many leads were generated, how many were converted, and how long it takes to close a deal.
✅ How to Use: #
- Go to:
Reports > Leads & Opportunities - Filter by:
- Lead status (new, contacted, closed, etc.)
- Opportunity value
- Sales stage
- The report will show:
- Total number of leads
- Lead conversion rate
- Opportunities that are in the pipeline
- Average sales cycle length
- Export the data for sales forecasting.
💡 Pro Tip: #
Use this to track lead nurturing efforts. If you have a lot of leads but a low conversion rate, revisit your lead nurturing process and sales tactics.
