Pipeline conversion rate
SQL query for Teamleader Focus
Calculate the conversion rate from leads to deals in pipelines.
SELECT SUM(CASE WHEN dealPhases.name = ‘Lead’ THEN 1 ELSE 0 END) AS num_leads, SUM(CASE WHEN dealPhases.name = ‘Deal’ THEN 1 ELSE 0 END) AS num_deals, (SUM(CASE WHEN dealPhases.name = ‘Deal’ THEN 1 ELSE 0 END) / SUM(CASE WHEN dealPhases.name = ‘Lead’ THEN 1 ELSE 0 END)) * 100 AS conversion_rate FROM pipelines JOIN deals ON pipelines.id = deals.pipeline_id JOIN dealPhases ON deals.deal_phase_id = dealPhases.id
Teamleader Focus data model
Activity Types
Business Types
Call Outcomes
Calls
Closing Days
Companies
Contacts
Credit Notes
Current User
Custom Field Definitions
Day Off Types
Deal Sources
Deal Phases
Deals
Departments
Events
Expenses
Invoices
Invoice Lines
Lost Reasons
Materials
Meetings
Milestones
Notes Companies
Notes Contacts
Notes Deals
Orders
Payment Terms
Pipelines
Product Categories
Products
Project Groups
Projectsv
Notes Projectsv
Project Lines
Quotations
Quotation Lines
Subscriptions
Tags
Tasksv
Tax Rates
Teams
Tickets
Time Tracking
Units Of Measure
Users
Users Info
Users Get Week Schedule
Users List Days Off
Work Types
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