Lead Opportunity Conversion Ratio.

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  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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  • Proposed as answer by Andrii ButenkoMVP, Moderator Thursday, May 31, 2012 1:19 PM

  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.

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

  Thursday, May 31, 2012 1:26 PM
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  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
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  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

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  • Proposed as answer by Andrii ButenkoMVP, Moderator Friday, June 1, 2012 8:48 AM
  • Marked as answer by kartik ghodasara Friday, June 1, 2012 8:52 AM

  Thursday, May 31, 2012 2:41 PM

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