Deal Conversion
Last updated
Last updated
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 filter selected.
If you view the report by count, when you hover 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.
To view the report, go to the Analytic menu and click the Sales menus, then click Deal Conversion which you can find in the deal performance section.
The Bar Chart above explains:
The Y-axis represents stages on the selected pipeline.
The X-axis represents the number of deals or the total value depending on which metric is selected (count/value).
The number of concluded deals represents the number of deals that went through the stage.
If the count metric is selected, the bar graph represents total deals won, converted to the next stage, or lost in each stage.
If the count metric is selected, the bar graph represents total value deals won, converted to the next stage, or lost in each stage.
The orange color indicates the deal has been converted to the next stage.
The red color indicates the deal has won.
The green indicates the deal has been lost.
In addition to bar charts, this report also contains detailed table information of all deal conversion that occurs on that pipeline. The following is an explanation of the table information:
| Name | Description |
|---|---|
Stage | A step in your sales process. |
Number of Concluded Deals | Represents the number of deals that went through the stage |
Conversion to Next Stage | Represents the percentage of total deals that went to the next stage compared to the total of deals that went through the stage. |
Conversion to Won | Represents the percentage of total deals that were won at that stage compared to the number of closed deals. |
Conversion to Lose | Represents the percentage of total deals that were lost at that stage compared to the number of closed deals. |
