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Lead Opportunity Conversion Ratio. RRS feed

  • Question

  • Hello all,

    I want to make one report on Lead-Opportunity Conversion ratio.

    so can i  find that how many lead are converted to opportunity.

    what are the way??

    Please suggest me solution if any??


    Kartik Associative Software engineer, Synoverge Tech Pvt. Ltd. Ahmedabad

    Thursday, May 31, 2012 12:14 PM

Answers

All replies

  • Hello Kartik,

    Opportunity contains field OriginatingLeadId. In case Lead is converted to Opportunity OriginatingLeadId field contains identifier of lead from which this opportunity was converted.


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    Thursday, May 31, 2012 1:18 PM
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  • hi Andrii,

    Thanks for your reply.

    but how can i find the number of converted lead as i have to create report(chart) i need numeric value.


    Kartik Associative Software engineer, Synoverge Tech Pvt. Ltd. Ahmedabad

    Thursday, May 31, 2012 1:26 PM
  • A pie chart on the status reason should do the job assuming a conversion always creates an opportunity. If this assumption cannot be made what you can do is create a 1:N from Opportunity to Lead i.e. going the other way, create a workflow to populate this lookup when the opportunity is created and then use a filtered view for the graph which strips out those without a lookup link from the lead back to the opportunity.

    Leon Tribe

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    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe

    • Proposed as answer by Leon TribeMVP Thursday, May 31, 2012 2:07 PM
    Thursday, May 31, 2012 2:07 PM
  • I thought that things I wrote is enough to build SQL Query. If not - here is it:

    select count(*) From FilteredOpportunity Where OriginatingLeadId is not null


    Microsoft CRM Freelancer

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    Thursday, May 31, 2012 2:41 PM
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