Hello,
I’m looking to calculate the conversion rate at the deal level, specifically focusing on the percentage of “Closed Won” deals out of the total deals opened.
Is there a widget that can display this conversion rate, segmented by Deal Source? Additionally, I would like some graphs to help compare this data across different years or for the same month in past years.
Most of our deals that close as “Won” in a given month were initially opened in previous months, so the ability to capture that time lag in the conversion data would be valuable.
I look forward to any suggestions or ideas on how to best set this up.
Thank you!
