Conversion Rate¶

Metadata¶

Property	Value
Type	metric
Domain	sales-and-marketing
Status	active
Version	1.0
Owner	Head of Business Development
Steward	Sales and Marketing Team

Definition¶

The proportion of leads, opportunities, or proposals that progress to a defined subsequent stage, such as a meeting, pilot, or signed contract, within a defined period.

Description¶

Conversion rate is used to assess the effectiveness of the sales funnel and to identify where prospects are dropping off, whether at initial engagement, pilot, or negotiation stage.

Metric Kind¶

derived

Unit¶

percentage

Grain¶

funnel stage by period

Calculation¶

count_progressing_to_next_stage / count_entering_stage * 100

Dimensions¶

- funnel_stage
- channel
- period

Sources¶

- sales.crm_records

sales.lead_count
sales.opportunity_count

Source¶

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