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Lead Conversion Components
Use the Leads Conversion components to get a comprehensive view of your lead pipeline. They include a Lead Pipeline chart, Leads by Time chart, Lead Conversion Rate by Lead Source chart, Open Lead Distribution by Lead Source chart, Lead Projections by Lead Source chart, and Summary Metrics.
Required Editions
| Available in: Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited Editions. |
Leads Conversion Overview
The Lead Conversion components contain these charts:
- Summary Metrics: Use this chart in places where you want to see a quick summary of your leads.
- Lead Pipeline Chart: Visualize opportunities by pipeline stage in terms of the number of leads or revenue. Use the pipeline chart for a high-level view of your leads.
- Leads Generated by Time Chart: Use this chart to understand if you’re generating enough leads for your pipeline and whether you’re gaining leads consistently over time.
- Lead Conversion by Lead Source: Use this chart to identify the most effective lead sources based on the lead conversion rate. You can focus on lead sources that bring in qualified leads consistently.
- Open Lead Distribution by Lead Source: Quickly view the count of leads that are open for each lead source. Use this chart to identify the sources of leads that are difficult to convert to customers.
- Lead Projections by Lead Source: Understand the count of open leads from a specific lead source and the projected lead conversion. Identify high-value open leads that need more focus.
Key Performance Indicators in the Summary Metrics
This table shows the key performance indicators in the Summary Metrics chart.
| Metric | Description | Calculation |
|---|---|---|
| New Leads / Referrals | Count of new leads from the Lead object | Count of Leads where Status = New from the Lead object |
| Total Converted | Count of converted leads from the Lead object | Count of Leads where IsConverted = true from the Lead object |
| Conversion Rate | The ratio of converted leads to the total leads. | Total Converted / Count of Leads from the Lead object. |
| Avg. Time to Convert (days) | Average number of days between Created Date to Converted Date for all the converted leads from the Lead object. | Average number of days between Created Date to Converted Date for all the converted leads from the Lead object. |
Key Performance Indicators in the Lead Pipeline Chart
This table shows the key performance indicators in the Lead Pipeline chart.
| Metric | Description | Calculation |
|---|---|---|
| Potential Value | Total potential value of the leads in the pipeline. | Sum of Potential Value by different statuses from the Lead object. |
| Count of leads | Total count of leads in the pipeline | Count of Leads by different statuses from the Lead object. |
The Lead Pipeline chart uses this Salesforce object:
- Lead.
Key Performance Indicators in the Leads Generated by Time Chart
The Leads Generated by Time chart contains this key performance indicator:
- Count of new leads from the Lead object.
The Leads Generated by Time chart uses this Salesforce object:
- Lead
Key Performance Indicators in the Lead Conversion by Lead Source Chart
This table shows the key performance indicators in the Lead Conversion by Lead Source chart.
| Metric | Description | Calculation |
|---|---|---|
| Lead Source | Source from which the leads are generated. | Source from which the leads are generated. |
| Conversion Rate | The ratio of converted leads to the total leads. | Total Converted / Count of Leads from the Lead object. |
The Lead Conversion by Lead Source chart uses this Salesforce object:
- Lead
Key Performance Indicators in the Open Lead Distribution by Lead Source Chart
This table shows the key performance indicators in the Open Lead Distribution by Lead Source chart.
| Metric | Description | Calculation |
|---|---|---|
| Percentage of Open Leads | Indicates the percentage of leads that are in the Open stage | Percentage of leads that are in the Open stage |
| Percentage of Total Leads by Lead Source | Indicates the percentage of leads created from a specific source. | Count of leads by their source. |
| Lead Conversion Rate by Source | Indicates the conversion rate of leads generated from each source | Lead conversion rate by lead source |
The Open Lead Distribution by Lead Source chart uses this Salesforce object:
- Lead
Key Performance Indicators in the Lead Projections by Lead Source Chart
This table shows the key performance indicators in the Lead Projections by Lead Source chart.
| Metric | Description | Calculation |
|---|---|---|
| Lead Source | Source from which the leads are generated. | Source from which the leads are created. |
| Open Leads by Source | Indicates the count of open leads generated from each source. | Count of open leads by their source. |
| Lead Conversion Rate by Source | Indicates the conversion rate of leads generated from each source | Lead conversion rate by lead source |
The Lead Projections by Lead Source chart uses this Salesforce object:
- Lead
Key Performance Indicators in the Leads by Contact Timeline Chart
This table shows the key performance indicators in the Leads by Contact Timeline chart.
| Metric | Description | Calculation |
|---|---|---|
| Days Left to Contact | Indicates the number of days remaining to contact the lead. | Count of days remaining to contact the lead. |
| Days Since Last Contact | Indicates the number of days passed since the last contact with the lead. | Count of days passed since the last contact with the lead. |
| Total Activities | Indicates the count of activities (tasks and activities) for the lead. | Count of activities (tasks and activities) for the lead. |
The Leads by Contact Timeline chart uses this Salesforce object:
- Task
- Event
