Report on pipeline stage conversion rate

 

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.  Calculate the conversion rate from stage to stage by making a copy of the following Google Sheet template.  

Option 2.  Export activities that are opportunity system changes

Select system and Opportunities:

The final result will look something like this. You can roll up the stage changes and do your own reporting:

 

 

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