Deal Conversion

Helps you to display the number of deals that have through each stage, such as the count of won deals, lost deals, and convert to the next stage. In addition, you can view the value or revenue from the won deal and you can see your data by 'Value' or 'Count' based on the filtered selected.

If you view the report by count, when you hovering the cursor to the bar chart on each stage will display the deal count from deal won, converted to next stage, and deal lost. But, if you view the report by value, You can only view the value or revenue of the deals won. Deal conversion can be downloaded to a (.xls) file and saved to your local drive for offline viewings such as analysis, sharing, or backup purposes.

To view the report, on the left side of the page there is the deal performance section. Then, select the 'deal conversion' button.

Deal Conversion

The Bar Chart above explains about :

1. The Y-axis represents stages on selected pipeline

2. The X-axis represents the number of deals or the total value depending on which metric is selected (count/value).

3. The number of concluded deals represents the number of deals that went through the stage.

4. The conversion to next stage represents the ratio of the number of the deal went to the next stage compared to the total of deals went through the stage.

5. The conversion to lost represents the ratio of the number of the deal went to the stage and ended up lost, compared to the number of closed deals.

6. The conversion to won represents the ratio of the number of the deal went to the stage and ended up won, compared to the number of closed deals.