Conversion Analytics for Agents

This section provides an overview of the opportunities within your sales pipelines, allowing you to track where each opportunity stands in the sales process.

Understanding Conversion Metrics

The Conversions section within Agent Reporting offers essential insights into the opportunities available in your sales pipelines and their current stages. By regularly reviewing this information, you can make strategic decisions to improve your sales process, optimize resource allocation, and drive revenue growth.

Choosing the Right Pipeline

Using the dropdown menu, you can select from a comprehensive list of all the pipelines you’ve set up in your CRM system. Once a specific pipeline is chosen, you'll receive detailed statistics and insights related to its performance.

Stage 1 Overview

For each stage you've created within your selected pipeline, you'll be able to see how many opportunities are in Stage 1. For example, if Stage 1 is labeled "New Leads," you'll see the number of opportunities currently categorized as "New Leads" within that pipeline.

Stage 2 Overview

This section displays the total number of opportunities in Stage 2 of the pipeline. For instance, if leads that have scheduled a meeting are placed in Stage 2, labeled "Scheduled Appointment," you'll see how many leads have successfully scheduled appointments in this stage.

Stage 3 Overview

In this section, you'll find the count of leads in Stage 3 of the selected pipeline. For example, if Stage 3 is labeled "Signed Agreement," you'll see the number of leads who have signed agreements and are now classified in this stage.

Stage 4 Overview

This section shows the total number of leads in Stage 4 of the selected pipeline. For instance, if Stage 4 is labeled "Paid," you will see the number of leads who have completed a purchase and are now situated in this stage.