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Conversion of leads into deals, incl. by custom fields

 
Good leads in Bitrix24 are leads that go into deals.
 
Select the report "Leads".
 
Go to Kanban.
 
 
Total count of leads: 99.
 
Count of Good leads: 16.
 
To quickly see conversions of leads, turn on the "Conversion" (in previous version -"Bars").
 
 
 
 
 
 
 
 
 
Lead conversion for the entire period is 16%.
Lead conversion in the context of the Source "Website" 16%.
Lead conversion in the context of the Responsible person 3 - 10%.
 
See convertion in the table.
 
Add a custom ratio "Good Lead" "Share by Count".
 
 
 
Go to the Ratios Tab
Select the required section in the main menu (Responsible, utm-sources or any other user field).
Remove unnecessary columns from the menu "...".
See the table:
 
 
 
 
These data are calculated for the entire period.
To change the period, change it in the Main menu, as indicated here.
 
 
Copy spreadsheet to Excel
Copy Diagram to Excel
More about custom ratios  here.