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

Table Tags

Table Companies

Table Contacts

Table Business Types

Table Deals

Table Quotations

Table Meetings

Table Calls

Table Call Outcomes

Table Events

Table Invoices

Table Credit Notes

Table Subscriptions

Table Products

Table Product Categories

Table Time Tracking

Table Tickets

Table Users

Table Work Types

Table Activity Types

Table Milestones

Table Projectsv

Table Tasksv

Table Project Groups

Table Materials

Table Current User

Table Custom Field Definitions

Table Pipelines

Table Invoice Lines

Table Quotation Lines

Table Deal Phases

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Pipeline conversion rate

SQL query for Teamleader Focus

Teamleader Focus data model

Magical SQL for Teamleader Focus with Peliqan.io

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