Conversion Rate Report per First Conversion

Hi there,

I am looking for a way to calculate conversion rates of deals based on the first conversion property of the related company. How can I do this? I have a Sales Professional membershiop.
Thank you!

Hi @Sumu! Welcome to the Community-- happy to have you here :blush:

I want to invite some subject matter experts to see if they have any suggestions.

Hey @Lucila-Andimol, @TomM2, @Shadab_Khan do you have any thoughts on this?

Best,

Kennedy

Hi @Sumu

Think you can set this up by syncing or copying

the conversion info from the company to the Deal.

BUT be careful because in general how the contact/company entered the CRM

and the actions that led to the conversion/creation of a business are different.

You should be able to do this with a workflow.

Hope this helps