how to generate a report to show Lead to Opportunity to Close Lost/Won?

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Posted on by Logan W

Hi Everyone,

As you know, when there is lead, we will either qualify or disqualify it; when qualified, the lead is set as read-only and a related Opportunity is created; then we work on the Opportunity until it is Closed Lost or Closed Won.

Now, assume I have a list of leads generated in the last year. What's the best way to get a report of the last status of every lead? For "status", I mean, if a lead is qualified, I wanted to know if it is closed won or lost.

Also, how do I find out how much time we spent on average from new lead to the last "status"?

Kindly provide some step by step guide if convenient.

Thanks!

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Abdul Wahab 12,081 Moderator on at

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RE: how to generate a report to show Lead to Opportunity to Close Lost/Won?

Hi Logan W,

average time will be calculated through the Calculated column.
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Abdul Wahab 12,081 Moderator on at

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RE: how to generate a report to show Lead to Opportunity to Close Lost/Won?

Hi Logan W,

There are two relationships between opportunity and lead

You can use these queries