Understanding the rate at which an Opportunity will convert from a given stage can help you better forecast for your future sales. This insight can be achieved with our custom reporting tools:
Custom Reporting Options
Option 1. We have a template for calculating the conversion rate from stage to stage, and you can copy the following Google Sheet to get the instructions.
Option 2. Click the link below to use our tool to export opportunity system changes:
You will have to select system and opportunities:
The final result will look something like this. You can roll up the stage changes and do your own reporting:
If you have any questions on how this works, please join one of our daily open office hours:
If you'd like this to be part of the in-app reporting tool, please make a feature request here.