A couple people have asked for more details about our Dashboards in Salesforce, as we show the percentage of Leads converted by owner, also known as Lead Conversion Rates.
This report comes standard as part of the Daddy Analytics reports, but if you don’t have Daddy Analytics, you can still create the report manually.
To do so, create a new report, using the standard Lead report type, and set it to Matrix.
Put Lead Owner (or whatever other grouping you want, such as Lead Source, etc) on the left and Converted on the top of the Matrix report.
This is where the fun starts – you want to make a formula field, which divides the number of converted records by the total number of records. This will give you a formula on each of the two columns. One column will always say zero. But for the other column, this is the percent converted. See the screenshot for exact formula.
The formula is hard, you’ll need to choose the correct dropdowns in the PARENTGROUPVAL formula. And remember that when selecting Summary Fields, RowCount isn’t shown but Record Count is – and Salesforce rewrites it on the fly as RowCount.
Important: If you are trying to add a formula to your page, and you can’t, this is probably because you clicked “Remove All Columns” or manually removed all the columns, and Salesforce won’t let you add a formula without an additional, non-formula fields. It’s just how Salesforce works. So if you can’t add a formula, drag another field onto your matrix report, like Lead First Name (doesn’t matter which field). If it won’t drag over, drag it to the white area to the right of the matrix report.
Finally, I’ve added a chart onto the report, though you could also do this through a dashboard. It shows the percentage completed by Lead Owner as a bar chart.
The thing to keep in mind is that if you chose a vertical bar chart, you want the converted column before the unconverted column in the Matrix report, but vice versa for a horizontal bar chart. To change this, have the converted column set to Sort Group Ascending / Descending in the report builder.
The screenshots should show you all the details you need. Good luck!
Matrix Report – Lead Conversion Rates
Chart (or Dashboard) showing Lead Conversion Rates