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:
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?
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