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Lead Conversion Dashboard by GSP
Awesome Insight On Lead Conversions
- Business Need
- Dashboards & Reports
- Requires
- Sales Cloud
Detailed win rate and revenue metrics on converted leads. Analyze contribution of converted leads to overall revenue. Compare metrics and performance with opportunities not from converted leads.
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Good for simple dashboarding
Used this to create few charts in dashboard. Simple easy to use.
Great Start to Measuring Lead ROI
this application made it easy to get started measuring lead roi but one question does bug me. There is a custom picklist field added to the Lead, GSP_LeadDash__Opp_From_Converted_Lead__c, that always is populated with "yes". How is this field supposed to be used? I thought perhaps there is a field update but not seeing one and it is set to default value "Yes". Should I be creating a flow to update the field and what would be the requirements? Thanks!
The first go-to solution for analysing Lead tracking
This is a great application as a starting point for your lead tracking and analysis. Every company will have their own requirements, but why start from scratch when you can save time and effort and start here an make minor tweaks to get great insights to your business
Hi Patricia, thanks for your review. The field on the Lead should be mapped to the opportunity. When a Lead is converted, it takes the 'Yes' you refer to and populates this onto the equivalent field on the opportunity. That's how we tell the difference between opportunities created from converted Leads, and those created directly on an Account. There's a video here that shows you how to set things up. Gary https://www.youtube.com/watch?v=HWhn6S1U1zI