The Pipeline's performance report displays the conversion of leads per pipeline step during a specific period. Know exactly at which step of your sales process you lose leads and how your leads progress through your pipeline, so that you can improve your sales process and your sales team efficiency.
Follow these steps:
Click the ... menu in the top bar.
Click Statistics.
Under Pipeline analysis, click Pipeline's performance.
Also keep the following points in mind:
Won leads are considered to have gone through all the steps of your sales pipeline, even if they were closed earlier. For example, a lead won at step two is not shown at step two but at the last step.
Lost or canceled leads are shown at the step where you lost or canceled them.
All leads are considered to be created at the first step.
The chart is a visual representation of the progress of your created leads through your sales funnel. Hover over the chart to display more information. You can view the percentage of leads that:
Moved to the next step.
Are still active but stalling at a step.
Were lost at a step.
Were won at the last step.
For example, if 116 leads out of 149 moved from the Contacted step to the Meeting step, the chart may show that 75 of these 116 leads entered the following step, while 26 are still active at the Meeting step and 15 have been lost.
To analyze the current status of your past leads, you can also view the Lead performance report.
