Conversion or Closure Rate Metric per Assigned User
under review
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Daniela Díaz
The conversion rate report currently exists, the current problem is that this report does not apply to the quick filters that I have on my dashboard, I would like to have this report since the conversion rate per assigned user is a very important metric for the analysis and monitoring of sales.
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Dinesh Kumar
Hi Daniela Díaz, thanks for raising this. Conversion rate by assigned user is a key sales metric for tracking team performance.
While the Conversion rate widget doesn't support Quick filters, you can build this yourself with a custom metric:
- Create a custom metric, name it "Conversion rate" and set Display format to Percentage.
- Build the formula: ( Count of Opportunity / Count of Opportunity ) * 100.
- Click the first Count of Opportunity and add the filter Status is Won.
- For the second, add Status is Won or Lost to compare against closed deals, or leave it unfiltered to compare against all opportunities.
- To see a specific user's rate, add the filter Assigned user is [user name] to both metrics. Choose "Logged in user" instead, and each person viewing a shared dashboard will see their own rate.
Moving this to Under Review. Let us know if this works for you, and if your use case needs something more specific, share the details in the comments.
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Dinesh Kumar
updated the status to
under review