Sales Conversion


Sales Conversion

This chart will show the number of leads you and your team converted to sales vs. the number of leads you generated. This win/loss chart will show you an overview of your sales conversion rates.

This chart assumes you are a List to identify Won/Lost. See Sales Teams Recommendations.

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.

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