Calculating Conversion Rates Dynamics 365 Sales

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Posted on by viet561995

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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.

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Answers (1)

viet561995 162 on at

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Calculating Conversion Rates Dynamics 365 Sales

Thank you, i'm using the excel solutions and it working fine
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Leah Ju Microsoft Employee on at

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Calculating Conversion Rates Dynamics 365 Sales

Hi Partner,

Based on the following documentation:

https://learn.microsoft.com/en-us/dynamics365/sales/view-understand-sales-usage-reports

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