Calculating Number of Touches to Convert

AKemple — Fri, 10 Feb 2023 18:28:05 GMT

I am currently trying to figure out the correct number of tasks in a sequence for my SDRs. With that, I'd like to determine how many calls/activities on average it takes each of our SDRs to convert a lead to a deal. Has anyone figured out any reports that can caculate this? I've tried about a dozen other ways and cant figure out anything accurate

Re: Calculating Number of Touches to Convert

karstenkoehler — Fri, 10 Feb 2023 20:50:15 GMT

Hi @AKemple,

Historically, I think, this is not possible.

Going forward, here's what you could do if you have access to workflows (available in Professional subscriptions).

First, create a property Number of sales activities leading up to deal creation. Then create a contact-based workflow. This workflow enrolls contacts when their Lifecycle stage is any of Opportunity. (This is automatically set when a deal is created for a contact.) Now, for the last step, simply use the 'Copy property value' action and copy the value from Number of sales activities to Number of sales activities leading up to deal creation.

By doing that, you're freezing that number in a new property where it doesn't keep on counting up. You can use it for reporting.

Best regards!

topic Calculating Number of Touches to Convert in Dashboards & Reporting

Calculating Number of Touches to Convert

Re: Calculating Number of Touches to Convert