Conversion rates dashboards

This section is specially designed to help you assess the performance of your sales activity.

It shows how successful are you at converting qualified companies into correct contacts, meetings, sales opportunities, and finally, clients.

Index

1. On prospection to Contacted

2. Contacted to Meeting

3. Meeting to Account

4. Account to Client

5. On prospection to Contacted by ICP

6. Contacted to Meeting by ICP

7. Prospecting cohorts

8. Prospecting funnel

How it works

Here you have your sales pipeline divided by stages and segmented by any variable that is relevant to you.

Use the filters to tailor the graphs to the smallest detail.

On prospection to Contacted

How many companies were you able to contact?

This chart shows the conversion rate of companies from the status On Prospection to Contacted.

Note

The conversion rate is calculated by only considering companies that went into On Prospection during the selected time range.

Of those companies, it counts the ones that went into Contacted until today. We recommend using a longer time range (e.g. this quarter) to see more insightful conversion rates.

Contacted to Meeting

How many contacted companies were you able to turn into a meeting?

This chart shows how the conversion rate of companies On Prospection to Contacted evolved over time. 

Note

The conversion rate is calculated by only considering companies that went On Prospection during the time range.

Of those companies, it counts how many have reached the status Contacted until today. We recommend using a longer time range (e.g. this quarter) to see more insightful conversion rates. Due to the way the conversion rate is calculated, it is normal to see a decrease in the conversion rate in recent weeks.

Meeting to Account

How many of those meetings turned into a sales opportunity?

Bar chart

This chart shows the conversion rate of companies in status Contacted to Meeting.

Line chart

This chart shows how the conversion rate of companies in status Contacted to Meeting evolved over time.

Note

The conversion rate is calculated with companies that went into Contacted during the selected time range.

Of those companies, it counts how many have reached the status Meeting until today. We recommend using a longer time range (e.g. this quarter) to see more insightful conversion rates.

Due to the way the conversion rate is calculated, it is normal to see a decrease in the conversion rate in recent weeks.

Account to Client

How many sales opportunities were you able to turn into a client?

Bar chart

This chart shows the conversion rate of companies in status Account to Client.

Line chart

This chart shows how the conversion rate of companies in status Account to Client evolved over time.

Note

The conversion rate is calculated with companies that went into Account during the selected time range.

Of those companies, it counts how many have reached the status Client until today. We recommend using a longer time range (e.g. this quarter) to see more insightful conversion rates.

Due to the way the conversion rate is calculated, it is normal to see a decrease in the conversion rate in recent weeks.

On prospection to Contacted by ICP

Which Ideal Customer Profiles lead to a higher contacted rate?

Bar chart

This chart shows the conversion rate of ICPs from status On Prospection to Contacted.

Line chart

This chart shows how the conversion rate of companies in status On prospection to Contacted evolved over time.

Note

The conversion rate is calculated by only considering ICPs that went On Prospection during the time range.

Of those companies, it counts how many have reached the status Contacted until today. We recommend using a longer time range (e.g. this quarter) to see more insightful conversion rates. Due to the way the conversion rate is calculated, it is normal to see a decrease in the conversion rate of recent weeks.

Contacted to Meeting by ICP

Which Ideal Customer Profile is most likely to join a meeting?

Bar chart

This chart shows the conversion rate of ICPs from status Contacted to Meeting.

Line chart

This chart shows how the conversion rate of companies in status Contacted to Meeting evolved over time.

Note

The conversion rate is calculated by only considering ICPs that went Contacted during the time range.

Of those companies, it counts how many have reached the status Meeting until today. We recommend using a longer time range (e.g. this quarter) to see more insightful conversion rates. Due to the way the conversion rate is calculated, it is normal to see a decrease in the conversion rate in recent weeks.

Prospecting cohorts

This table allows you to estimate the speed and success of your sales cycle. 

On it you see an overview of how different cohorts perform, a cohort contains all companies that changed their status to Delivered or On prospection given a time period. Each row displays one cohort.

The columns include the amount of companies that have achieved a certain status until the day of today.

Use the filters to customize your cohorts view by...

Day

How many days take you to bring a company from Delivered or On prospection across all the other stages of the sales cycle?

Percentage

What is the percentage of companies that convert from status Delivered or On prospection across all the other stages of the sales cycle?

Prospecting funnel

How are you keeping up with bringing in new opportunities and feeding the sales pipeline?

How successful are you at turning these opportunities into actual sales?

Is there any stage of the sales funnel where you can see your potential clients are dropping out? Is there anything you can do to prevent that?

This chart counts all companies that went into Delivered in the selected time period. The different rows indicate the number of companies that have reached the successive status until today.