What is the best way for us to implement this so we can view reports? Need to track a few important

Alejandro Tejada

Hello,

We are switching over to Pipedrive from Copper and want to see what is the best way for us to setup the system for the following. We are a small business focused on generator sales and service. We sell to homeowners, builders, contractors, and we also export.

The following is what I want to track

1. The amount of leads we are receiving per month and their sources. I am thinking of creating a pipeline for this and having custom fields indicating their source. Would I be able to create a report to see this?
2. When a lead from that first pipeline is qualified and determined to be someone we can potentially sell a product to, we will move them to another pipeline, depending on their needs. I would want to have another report where I determine how many qualified leads are being converted into actual business.

I don’t know if I’m explaning myself properly.

Report 1 - total amount of leads received per month with a breakdown of the source of each lead

Report 2 - conversion rate of leads to qualified customers

Report 3 - conversion rate of qualified customers to sales

Report 4 - conversation rate of leads to sales

 

Thanks for any guidance!