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Eva_Maloney
Level 2
October 7, 2013
Question

Lead to Opp Conversion Reporting

  • October 7, 2013
  • 1 reply
  • 1192 views
Hello,

I am trying to create some lead to opp conversion reports in RCA, and I want to know the average conversion rate for leads within 30 days of their create date, and 60 days. Doese anyone know how to put that together in RCA? Essentially I'm looking for a filter on opprotunity created date that would equal 30/60 days or less from lead create date.

Any help would be greatly appreciated. Thank you!!
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1 reply

Edward_Masson
Edward_Masson
Level 10
February 21, 2014
What data question are you trying to answer?

It's Not out of the box, will be a workaround that may need to be done in spreadsheet.

Only the 'Was added to opp' and 'Opp was updated' are the only Opp filters that have a constraint of when the action was created (i.e. has a data constraint).

You may be better off doing this in SFDC.

You can run a lead report with Opps turned on and set the lead was created in past 30 days. You can then export to a sheet and work out your conversion.
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