The Stage Conversion by Owner report is included in the Advanced Sales Insights reports that are available in the Elite version of Sell.
This report summarizes how the team and individual team members are converting deals through the different stages of the sales pipeline.
To view the Stage Conversion by Owner report
- From the Reports page, select Advanced Sales Insights > Stage Conversion by Owner.
You can see a summary for each user or drill down into a particular stage or set of stages to better understand your team's stage conversation rates.
The white bubbles in the report define the team average; showing you how each team member is performing against the overall average conversion rate for each stage. The team members colored bubbles are either before or after the team average white bubble, indicating that they are either doing better or worse than the average.
When you hover your cursor over a team member’s colored bubble, you’ll see a summary of how they’re converting deals through each stage of the sales pipeline.
You can also choose to exclude stages in the sales pipeline by clicking to disable them. For example, in the following example all of the stages except the incoming and won stages have been deselected.