Hi there, I’ve got a CRM base that has a series of stages that an opportunity (aka the main record) goes through.

I’m trying to track the conversion rate for each stage, basically if my stages are:

Prospecting

Qualifying

Proposal

Won / Lost]

Then I’m trying to pull a number for:

What percentage of prospecting moves to Qualifying?

What percentage of qualifying moves to Proposal?

What percentage of proposal moves to Won?

Assumptions:

A key assumption here is that every opportunity goes through a linear process from one stage to another - so nothing just drops into the Proposal stage without having been prospected first.

Any ideas or introductions to people who could help would be greatly appreciated