Hello all. I am tasked with creating a few conversion reports on my sales pipeline.
I need to see the conversion rates through the stages of my pipeline by country, sales rep, source, and the total conversion by pipeline stage. How should I proceed?
Are the funnel reports the right choice? I see they are not much customizable.
Hi @FGatti9,
Yes, funnel reports are the right way to go: Create custom funnel reports
Customization options are limited, correct - you couldn’t add a breakdown within a funnel report. You would have to create multiple versions of a funnel report (one version for country A, another for country B etc).
There isn’t any way to break down conversion rates within on report by multiple countries for example.
If you’re open to fiddling with formulas, the custom formula fields in the report builder also open up certain reporting options: Create formula fields in the custom report builder
Best regards