Hi,
I’m struggling to report on conversion rates between pipeline stages by sales rep. For example, I’d like to know by rep:
1. What % of their enquiries are converted to demos
2. What % of their demos convert to closed won deals
Any suggestions would be gratefully received.
Thanks,
Nick
Hi @NickDAVIES4
Have you tried using Deal Funnel reports filtered by deal owner to view this?
If you configure a funnel report to show just the relevant stages, and use the ‘Show deals that have gone through all stages’ option you should see the conversion rate you are looking for. Something like this but with actual data:
The potential problem with this approach is if not all of the stages you want to measure CR between are expressed as deal stages.
Hope this helps.
Thanks Phil, much appreciated. I’ve built something similar to the above with a last 90 days rolling period. I’m not confident it’s providing accurate CR’s. For example, the demo completed to closed won is 75% when I think in reality it’s more like 30%. My guess is the sales team are skipping deal stages when progressing deals through the pipeline which is skewing the CR’s which means I can’t use the “all stages” filter. If this is the issue, is there a way to mandate that deals need to go through certain stages?
Nick, have you checked out Kluster? This is exactly the sort of thing they help you report on and solve - HubSpot Marketplace
