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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Calculating Conversion...
Customer experience | Sales, Customer Insights,...
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Calculating Conversion Rates Dynamics 365 Sales

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Posted on by viet561995 190

Hi everyone,

I'm looking to gain insights into sales funnel by tracking conversion rates at various stages beyond the default Lead to Opportunity conversion rate. Ideally, I'd like to see rates for:

  • Lead to Opportunity (by source: email, call, activity, etc.)
  • Case to Lead
  • Opportunity to Quote
  • And so on...

However, I understand these reports aren't readily available within Dynamics 365 Sales, especially without a Sales Premium license.

My question is:

  • How can I setup system to track these additional conversion rates within Dynamics 365 Sales (without Premium and without PowerBI)

If there any methods which i did not know (Sales Relationship Analytics & Power BI) yet please suggest to me.

Thanks.

I have the same question (0)
  • viet561995 Profile Picture
    viet561995 190 on at
    Calculating Conversion Rates Dynamics 365 Sales
    Thank you, i'm using the excel solutions and it working fine
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Calculating Conversion Rates Dynamics 365 Sales
    Hi Partner,
    Based on the following documentation:
    Maybe you can try to check sales usage reports, it does not have to require a premium license.
     
    Or you need consider that customize report in the excel.
    https://learn.microsoft.com/en-us/power-platform/admin/analyze-your-data-with-excel-templates
    ope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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