Lead Performance Audit

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.
Analyze DataRevOps InsightsGTM/Business

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

More use cases like this

Lead Pipeline Report

Generate a pipeline report showing recent leads with owner accountability and status tracking

Build ReportsGTM/Business
Lead Pipeline Report

Loss Reason Report

Generate loss reason reports showing why deals fail with counts and revenue impact

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Loss Reason Report

Renewal Opportunity Flow

Build a flow that creates renewal opps when deals are won with 1-year timeline

Automation(Flows)AdminsGTM/Business
Renewal Opportunity Flow