Stage Conversion Analytics is a configurable funnel report designed to measure opportunity conversion rates and sales velocity between stages.

This analytic helps teams identify where opportunities are progressing successfully and where deals may be slowing down or dropping off within the sales process.

To access Stage Conversion Analytics:

Each saved analytic tracks:

Users can configure analytics using:

Displays:

Displays the individual opportunities behind the funnel metrics, including:

Teams commonly use Stage Conversion Analytics to:

Managers often use the Details View to investigate opportunities that failed to progress to the next stage.

Saved analytic settings include:

Inline filters include:

Selected stages should follow the actual order opportunities move through your sales process.

Stages configured out of sequence may produce misleading conversion results.

Low conversion percentages often indicate:

Long average durations between stages may indicate opportunities are stalling within the funnel.

Reviewing stage velocity regularly can help identify operational inefficiencies or follow-up gaps.

The Details View intentionally includes:

This helps teams investigate both successful and unsuccessful opportunity progression.

Stage order determines the funnel flow and directly impacts conversion calculations.

If stages are selected out of sequence, the funnel may produce misleading or unexpected results.

This analytic is based entirely on stage transition timestamps and does not rely on Estimated Close Dates.

Funnels with fewer than 10 opportunities in a stage transition are flagged to indicate potentially unreliable conversion percentages due to small sample sizes.