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Topic

    Madhav Reddy
    Lead - Opportunity Conversion Report
    Topic posted January 30, 2019 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Leads, Opportunity, Sales, Sales Executive, Sales Manager, Sales Representative, Tip 
    136 Views, 1 Comment
    Title:
    Lead - Opportunity Conversion Report
    Summary:
    Monitor how leads are being converted to the opportunities and whether Contributions of lead to opportunity are evenly allocated among the leads.
    Content:

    Business Use Case:

    Sales Manager :

    Sales Manager needs to view

    1. Monitor how leads are being converted to the opportunities.
    2. Contributions of lead to opportunity are evenly allocated among the leads.
    3. Channel contribution to closed deals.

     owned by him or by his subordinates for selected time period.

    Sales Representative :

    Sales Representative needs to view

    1. Monitor how leads are being converted to the opportunities.
    2. Contributions of lead to opportunity are evenly allocated among the leads.
    3. Channel contribution to closed deals.

     owned by him for selected time period.

    How to deploy:

    1. Un-archive “Lead - Opportunity Conversion Report. Catalog” file which has all the individual report, dashboard prompt and the dashboard.
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)
    3. Lead - Opportunity Conversion Report comprises 3 sub reports :
      1. Detail Lead – Opportunity conversion report showing Allocation%, weighted amount Vs Opportunity revenue.
      2. Graph view of weighted amount across the channels.
      3. Summary report showing weighted amount with Allocation%.

    Implementation notes:

    1. Shows the data for Lead - Opportunity Conversion Report with details in tabular form and also the graphs that give my overview about the conversion, such as the channel contribution to closed deals that are owned by the logged in user or the subordinates reporting into him

      Note : Use Time Dimension filters as necessary

    Image:

    Comment

     

    • Jarete Arroyo

      I agree with Madhav, a dashboard showing the relations between leads and their converted opportunities is a should-be report in all the marketing and sales departments in order to check the sources of the sales flow and how to maximize the results in sales.

      I can't understand how there isn't a standard subject area relating Leads-Opportunities without weird relationships.