Opportunity Stats Report

The Opportunity Stats report shows the number of opportunities per user, and how many were either converted to leads or disregarded. This information can help you identify which users are most effective at converting opportunities into leads.

To find the Opportunity Stats report, select Reports. Click the All Reports tab, then Opportunities, and then click Opportunity Stats.

When you open the report, you can filter the report by a specific date range.

After the date range filter, you can view the report. This report will allow you to view all users who have created Opportunities in the system, along with the total number of opportunities they have edited, total number they converted into Leads, total number of Disregarded opportunities, and the percentage of their opportunities that were disregarded.

From here you can filter sort by a specific criteria by clicking a column heading. You may also filter down based on any keyword by typing in the filter box. Clicking the Excel button will export the list into a spreadsheet.