How do I see my conversion rate from stage to stage?

We are sorry to say this is not not part of our of the box reporting. If you would like this to be added, please make a feature request here.

 

In the meantime, you have two options:

 

1. Click the link below to use our tool to export opportunity system changes:
https://prosperworks.zendesk.com/hc/en-us/articles/115002177483-How-can-I-export-Activities-

 

You will have to select system and opportunities:

 

The final result will look something like this. You can roll up the stage changes and do your own reporting:

 

 

2. What you can also do is download our add-on "Report Builder" to download your data into a Google sheet and build your own lead conversion report. Your People and Opportunity export will have a "lead created date" column which you can roll up into your own reporting: Click to download the add on

Tips on custom report building: link 


If you have any questions on how this works, please join one of our daily open office hours:

https://prosperworks.zendesk.com/hc/en-us/articles/209931393-Ask-us-questions-at-our-Daily-Q-A-Webinar-

 

 

 

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