Reporting and Analytics Learning Center


8 How Long Is It Taking Me and My Sales Team to Convert Leads to Opportunities?

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This tutorial shows you how to view the average number of days it takes to convert leads to opportunities.

If you are logged in to Fusion Applications as a sales manager or vice president, then you can see the average number of days that it takes you and your sales team to convert leads to opportunities.

If you are logged in to Fusion Applications as a sales representative, then you can see the average number of days that it takes you to convert leads to opportunities.

How to View the Time It Takes to Convert Leads to Opportunities

  1. From the Navigator menu, select Reports and Analytics.

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    The Reports and Analytics page is displayed.

  2. From the Contents pane, expand the following folders (by clicking the arrow next to each folder):

    Shared Folders
      Marketing
        Dashboards
          Leads
    
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  3. Click Overview, and select View.

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    The Leads dashboard is displayed.

    If you are a sales manager or vice president, then the Overview tab shows the average number of days that it takes you and your sales team to convert leads to opportunities.

    If you are a sales representative, then the Overview tab shows the average number of days that it takes you to convert leads to opportunities.

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    Note that if you do not select a year and quarter, then the data displayed represents all data entered in the application.

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  4. To display data for a specific year and quarter, select the appropriate values, and click Apply.

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    The data displayed is updated based on the year and quarter selected.

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