Track Your Lead Pipeline
Use Cases:
- See all recent leads in a clear table with key details like owner and status.
- Track who’s generating leads and how quickly they’re converting.
- Monitor lead progress and spot trends by status or owner.
- Identify bottlenecks or successes in your sales pipeline at a glance.
Prompt
Create a tabular report listing Leads created in the past <N days> with columns Lead Owner, Status, Created Date, and Converted Date.
Related use cases
Audit Your Lead Conversions
See which reps convert best and where leads stall.
“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”
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.”
Related How-To Guides
How to Create Salesforce Reports
Learn how to create custom Salesforce reports to analyze your data, track performance, and make data-driven decisions.
How to Analyze Lead Conversion in Salesforce
Learn how to analyze lead conversion rates, identify top-performing sources, and optimize your sales process.