Sales Conversion by Sales Rep


This chart will show the number of leads you and your team converted to sales vs the number of leads you generated, broken down by Sales Rep. This win/loss chart will show who is closing more leads.

This chart assumes you are using a List to identify Won/Lost. See Sales Teams Recommendations. You would need to create a separate one of these for each member of your team.

To get started, create a Pie Chart for completed Cards.

  • Select your Won/Lost Lists.
  • At the "Data Breakdown" step, you would want to group the data by List.
  • At the filter stage, you would want to apply a filter for Label Member. Select which member of your team you would like to view.

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