The Sales team in our Salesforce org has been actively converting leads generated through various marketing channels, including webinars, email campaigns, and online ads. The management team wants to assess the effectiveness of these efforts over the past quarter.
As a system admin, I created a report on lead conversion so that the management could analyze sales performance through this report.
I will show you the step-by-step process for creating a Lead conversion report in Salesforce Lightning and Salesforce Classic in the steps below.
Create a Lead Conversion Report in Salesforce Lightning
To create a lead conversion report in Salesforce Lightning, navigate to the setup page and follow the steps below.
- On Salesforce Lightning’s setup page, search and select Reports in the quick find box.
- In the Reports tab, click on the button New Report. Select the report category as Leads and report type as Leads with converted lead information. After this, click on the Start Report button.
- Click on the Outline to add or remove columns from the report table from here.
- Click on the Filters tab and add a new filter from the Add filter search bar. Select the Field as Converted and True. After this, click Apply to filter the records accordingly in the report.
