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Microsoft Dynamics CRM (Archived)

Conversion Rate Reports

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Posted on by

Hi Everyone

I am looking to design a report that will show our lead to opportunity conversion rates as a percentage by campaign and also by salesperson.

Can anyone advise the best way(s) to do this?

I would also like to run a report that then shows our opportunity to win conversion rates, again by campaign and salesperson.

Any advice would be greatly appreciated.

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  • Suggested answer
    TheMarkChristie Profile Picture
    10,328 Moderator on at

    Hi

    If you use Power BI you can bring this up, Here is a guide on how to get is working in CRM community.dynamics.com/.../power-bi-amp-crm-2016-update-1

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