Audit Your Lead Conversions
Use Cases:
- See how many leads turned into customers this year and track your overall conversion rate.
- Find out which salespeople are best at converting leads by comparing rates by lead owner.
- Spot trends in lead conversion over the past year to improve your sales process.
- Use conversion data to coach team members and highlight top performers.
Prompt
Break down leads created in the past 1 year into Converted vs Unconverted and show conversion rate. Also give me a conversion rate by lead owner
Related use cases
Track Your Lead Pipeline
Instant table of recent leads by owner, status, and date.
“Create a tabular report listing Leads created in the past <N days> with columns Lead Owner, Status, Created Date, and Converted Date.”
Find Out Why Deals Are Lost
Group closed-lost opps by reason with revenue impact.
“Build a summary report of Opportunities with Stage = Closed–Lost in the last <N months>, grouped by Lost Reason, showing count and total Amount.”
Auto-Create Renewal Opportunities
Generate next-year renewals on every Closed Won.
“Create a flow that generates a renewal opportunity in the same account whenever an opportunity moves to Closed Won, with close date set to 1 year from today and the same owner as the original opportunity.”