Conversion Rate
Open and filter
Open Reports → Conversion Rate. Results are restricted to the users available to your reporting scope and selected department. Choose Department and Date Range, then select the search button to load results. The initial range runs from one month ago to today.
Read the results
The table columns are User, Total Leads, Converted Leads, Conversion Rate (%). Contacts created in the date range are grouped by current owner. Converted Leads have a current lead status of type WON; rate is converted divided by total, or zero for no leads. This is not the date when a status changed.
Date picker and table controls
The date picker offers Today, Yesterday, Last 7 Days, Last 30 Days, This Month and Last Month, plus a custom range. Apply the range and select the search control to reload the report. The table initially shows 100 rows per page and provides Excel, CSV and PDF export controls.
Interpretation and limits
The report includes scoped users with zero counts; zero percent for zero leads means no denominator, not a measured conversion result. Date bounds include the entire selected end date. The enhanced table also has search, sorting and pagination; exports contain the loaded rows matching the table search across pages.
When the shared enhancement loads, exports cover loaded rows matching the table search across pages. If enhancement fails, the original table controls may differ.
Example and verification
If Alex Example has 20 leads created in the period and 5 currently have WON status, the report shows 25%. Investigate the current statuses of those 20 leads before comparing with a period based on status-change dates; clear the department filter if the owner is absent.
See charts for this report and shared table and export controls.