Lead to Customer Conversion Rate Search

1. Navigate to Lists > Search > Saved Searches > New > Customer.
2. Enter a Search Title.
3. In the Criteria tab > Standard subtab, enter:

• Lead Date is not empty

4. In the Results tab, add the following Columns:

• Field = Sales Rep
• Summary Type = Group
  
  
• Field = Lead Date
• Summary Type = Group
• Function = Quarter
  
  
• Field = Name
• Summary Type = Count
  
  
• Field = Formula (Numeric)
• Summary Type = Count
• Formula = count({leaddate})
• Summary Label = # of Leads
  
  
• Field = Formula (Numeric)
• Summary Type = Count
• Formula = count({dateclosed})
• Summary Label = # of Customers

To get the percentage rate of conversion, add the following formula:

• Field = Formula (Percent)
• Summary Type= Maximum
• Formula = case when count({leaddate})=0 then NULL else count({dateclosed})/count({leaddate}) end
• Summary Label = Rate of Conversion

5. Set Sort by = Sales Rep and Then By = Lead Date
6. Click Save & Run.