How to view a list of MQLs sent to the Sales team over the past week/month

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Posted on by IH-21031434-0

Hey everyone,

We have an active lead scoring system and our threshold for a marketing qualified lead (MQL) is set to 50 points. We set up our system so that once a lead becomes an MQL it gets shared to Sales right away:

However, we're not sure how to see a report on how many MQLs we've sent to Sales lately, such as in the past week or month.

It's been challenging to create reporting for our team on the performance of our MQLs as we're not able to find that information quickly.

Where should I be looking? We're looking for an easy to report on how many MQLs our lead scoring system sends to Sales, and to see how many of those MQLs become Opportunities and Closed.

Thanks,
Ismail

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Dynamics 365 Customer Insights - Data

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