0

I want to create a report on opportunity object to get conversion rate. Like if I have 100 opportunities are in 1 stage and 10 of them will travel all the stage and end with close-won So first stage probability would be 10% then let say 50 opportunities are in 2 stage and only 10 will move to close won stage so 2 stage probability would be 20%. Same I want to for each stage. I have previous year opportunity history report. How can I get conversion rate for each and every stage in Salesforce.

Please help.

Improve this question
1

This report will be an Opportunity History Report. I have a similar report that was built solely for a graph. For mine, I made it a matrix report.

I added the From Stage on the left, and the To Stage on the top. Add a filter that says Stage Change = True. After that, I added my chart. The Y axis was the record Count, the X Axis is From Stage.

Since our Opportunities never skip a stage (at least in our system, as a validation rule has been added to prevent that), each move is from the previous stage to the next stage. So, my chart shows that we have a lot of Opportunities in Stage 1, fewer in 2, even fewer in 3, and so on.

Improve this answer
  • Can we create funnel instead of chart? – Russel baker 1 Mar 13 '16 at 13:11
  • You should be able to. The funnel is just a graph option when you add the chart. – smckitrick Mar 14 '16 at 12:20

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.