Conversion Reporting on Custom Deal Properties

[ACrandall18]

Good morning,

We have a variety of teams that can play a hand in providing a lead to sales. To track these efforts, we developed 2 custom deal properties, Deal Source 1 and Deal Source 2. Both are populated from a pre-determined drop-down list of options. Deal Source 1 is the primary deal lead source and Deal Source 2 is the secondary (or older) contact person.

What we’d like to do is create a report that shows the progression of the various deal source options to Deal Won stage so we can analyze the best conversions of leads.

Any advice?
Many thanks!

[karstenkoehler]

Hi @ACrandall18,

When you create funnel reports, as explained here Create custom (legacy) funnel reports, you can always filter the entire report by deal properties, in your case deal source 1 and deal source 2.

In other words, you would be creating one funnel report per source or source combination you’re interested in. You can then place these side by side on a dashboard for easy comparison.

Best regards!

[jonojeff]

Hey @ACrandall18 ,
We built a free tool to do exactly this - deal conversion reporting based on custom properties over time.
Check it out!