Sales Conversion Report

Summary

View your sales conversion rate with this Power BI Sales Conversion report. With a quick glance, you can see the total Lead to Win conversion rate with an accompanying pipeline. Across the whole report, you can see the previous year’s conversion metrics to compare increases or decreases. The core of this report is the Drill Down Timeline PRO visual that displays converted leads to wins over time.

This use case shows the average conversion rate as its threshold, and the columns are formatted based on their respective position at the threshold. The previous year’s converted percentage is shown using dash lines.

The section below uses various smaller instances of the timeline visual to represent each agent’s overall converted leads, ranking them accordingly. You can explore a singular agent’s timeline without affecting everything else or use the larger timeline chart to apply a filter. To view a specific agent’s progress on the larger timeline chart, simply click on their avatar picture.

Key features

• Drill Down Timeline PRO lets you create time-based data using DAX calculated measures.
• On-chart interactions. 
• Cross-chart filtering. 
• Dynamic titles that help navigate your drill down level. 
• Reset button for the entire report and each visual. 
• Dark/light theme switch.

How to use this template

To interact with this Power BI Sales Conversion report, simply click on any active elements directly on the charts. You can also set the granularity of the data, letting you view years, months, or days.

If you need additional help, press I in the bottom left corner for an informational overlay to appear. Download this report to see all the settings, formulas, and calculations.

Try it out with your own data by making a few adjustments.