Help

Upcoming database upgrades. Airtable functionality will be reduced for ~15 minutes at 06:00 UTC on Feb. 4 / 10:00 pm PT on Feb. 3. Learn more here

CRM Stage Conversion Rate

Topic Labels: Formulas
237 0
cancel
Showing results for 
Search instead for 
Did you mean: 

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 :pray:

0 Replies 0