TT – Converted Lead Reporting in OpenCRM

CRM systems give you the tools you need to manage your business, especially your sales process. A big part of using a CRM system to manage your Lead to Opportunity to Customer process is being able to measure your team’s success every step of the way.

This video will walk you through how you can gather your Lead conversion rates in OpenCRM. The Report we create in the video shows you which of the Opportunities in your sales pipeline have come about as a result of converted Leads.

We’ll cover what Lead conversion means in OpenCRM and give you step by step instructions (and a few tips) on building your conversion Report. This includes suggestions for fields to include in the Report, what criteria you’ll need to set, and some options for tweaking the Report to make it even more powerful.

By the end of it, you’ll have the information you need to gather the statistics you need to show where your most frequently converted Leads are coming from and how much revenue you are expecting to generate from the different sources.

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Video Transcript:

Hello – for today’s Tuesday tip video I’m going to show you how to run a report to display all the leads that you have converted to create an Opportunity.

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When you convert a lead you can turn this into a company, a contact and an opportunity.

But you may want to track how many of your contacts and opportunities have been created as a result of a converted lead.

This report will show you just that.

When creating your report, select Opportunities as the primary module and Leads as a secondary module.

Pick the columns relevant to your report – fields such as opportunity name, lead first and last name, company name and so on.

A good field to include is the “lead source” field so you can get some statistics on how your various lead generation actions are performing.

Under the criteria section you want to set a filter to only show records where the lead has been converted.

When you’re done hit save and run, give your report a name and pick the folder to store it in.

Here’s the report in its basic form; as you can see you have a list of opportunities and the related lead records and the lead source, expected close date and amount of the opportunities now you have your basic report.

You can start to tweak it – here’s an example of that same report, this time grouped by lead source, with a graph added.

To find out how to add a graph take a look at the linked video.

I hope that helps you with your lead pipeline tracking, thanks for watching.

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