Create An Opportunity Stage Conversion Report in Salesforce : Bijay Kumar

Create An Opportunity Stage Conversion Report in Salesforce
by: Bijay Kumar
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### Summary of the Content The article discusses how to create an Opportunity Stage Conversion Report in Salesforce, which helps track how opportunities progress through different stages in the sales pipeline. The process began when a sales manager requested data on monthly opportunity conversions and sales performance. The author detailed the step-by-step method for generating this report, emphasizing the importance of filters and summary formulas. Here’s a simplified breakdown of the process: 1. **Access Salesforce**: Start on the Setup page and navigate to the Sales application. 2. **Create a New Report**: Go to the Reports tab and select "New Report." Choose the Opportunity History as the report type. 3. **Apply Filters**: Select filters like "All Opportunities," set the date range, and include any opportunity types. 4. **Add Group Rows**: Include "To Stage" and "From Stage" as group rows to categorize data clearly. 5. **Summary Formula**: Create a summary formula to calculate the conversion percentage. 6. **Save Report**: Finalize the report with a unique name and save it in a public folder for accessibility. The report can help managers understand sales performance better and make informed decisions. ### Additional Context The Opportunity Stage Conversion Report is essential for businesses as it visualizes the flow of sales opportunities, allowing teams to identify trends and areas for improvement. This type of report is particularly useful in sales environments where understanding conversion rates can directly impact strategy and revenue. ### Relevant Hashtags for SEO #Salesforce #SalesReporting #OpportunityConversion #SalesManagement #CRM #SalesPerformance #DataAnalysis #SalesPipeline #SalesforceTutorial #BusinessIntelligence #ReportingTools #SalesforceAdmin #SalesforceReports #SalesStrategy

I was working as a Salesforce Admin for a software company. The sales manager asked me to find out how many opportunities are converting from one stage to another each month and which sales reps were performing best.

To solve this, I created an opportunity-stage conversion report that clearly showed conversion rates at each stage and helped the manager make better decisions to improve sales performance.

In this tutorial, we will learn how to create an opportunity stage conversion report in Salesforce. To create this report, a summary formula is required to calculate the stage conversion for the opportunity.

What is the Opportunity Stage Conversion Report in Salesforce?

In Salesforce, the opportunity stage conversion report is created from opportunity history data, showing the conversion of opportunities across different stages.

The opportunity stage conversion report helps businesses track opportunities in their Sales pipeline. For example, an opportunity moving from Presentation into Proposal is termed an opportunity stage conversion.

In the steps below, with the help of a couple of examples, I will explain how to create an opportunity stage conversion report in Salesforce.

Create An Opportunity Stage Conversion Report in Salesforce

In the steps below, I will explain how to create an opportunity stage conversion report in Salesforce to track how opportunities move through each stage and track the sales team’s performance.

1. On the Setup page, click the App Launcher, search for Sales, then select the Sales application from the dropdown.

2. In the Sales application. Click on the Reports tab.

3. In the Reports window, click on the button New Report to create an Opportunity Stage Conversion report.

4. In this step, we have to select the report type for the new report. To do that, go to the Category section on the left-hand side and select Opportunity.
   • In the Report Type column, select Opportunity History as a report type, and last click on the Start Report button.

5. To generate records, we need to apply filters in the report. To do that, click the Filters tab on the left-hand side, then use the following filters.

• In the Show Me field, select All Opportunities.
• In the Opportunity Close Date field, select the range of the records to display in the report. I have chosen the range as All Time.
• In the Include field, select the option Any to include all opportunity types.

5. In the filters, we will add a couple of additional filters to get more accurate records. To add a filter, go to the filter section, enter a search term, and select the filter from Stage.

6. Click this new filter, set the Operator field not to equal, and click the Apply button.

7. In the same way, add another filter, Stage change, and set its Operator to True.
   • After applying filters, the records will be generated on the reports table. Now add the columns To Stage and From Stage as a Group row.
   • To add these columns as a group row, click on the dropdown of these columns and select the option group by row.

8. After adding the above group rows, we will add a summary formula to this report. To do so, click on the dropdown column in the left sidebar, and from the options in the dropdown select Add Summary Formula.

9. In the Edit Summary – Level formula window, we will define a formula column that displays the conversion percentage.

• In the Column Name field, enter the name for the column. I have entered the column name as Conversion Percentage.
• Select the option Percent in the Formula Output Type field.
• In the text area of the General section, enter the code below.

RowCount / PARENTGROUPVAL (RowCount, FROM_OPPORTUNITY_STAGE_NAME)

10. Go to the Display tab and select the Specific Groups radio button. In the Row Group field, select To Stage as a row group. At last, click on the Apply button to create this column.

11. After adding the formula, click the Save & Run button to run this report and view all records in this table.

12. In the Save Report window, enter the required details to save this report.

• In the Report Name field enter the relevant name for the report, for example, Opportunities Conversion report.
• Click on the field Report Unique Name, and it will auto-fill according to the report name.
• In the Folder field, select the folder Public Reports to make this report visible to all users.
• After entering the above fields, click on the Save button.

When we click the Save button, the report will be saved and opened in a new window, where we can view all records of the opportunities conversion report with the Conversion Percentage column.

We have successfully created an opportunity stage conversion report in Salesforce Lightning using the steps above.

Conclusion

I hope you have got an idea about creating a custom report for Opportunity Stage Conversion in Salesforce. In this report, we have displayed the percentage of opportunity conversion using a summary formula. Along with this, we also learned to add a column as a group row.

You may like to read:

• Create a Report for Product Schedules in Salesforce
• Create an Opportunity from a Contact in Salesforce
• Create Pipeline Reports in Salesforce
• Add a new Opportunity to Accounts in Salesforce
• Create Opportunities by Month Report in Salesforce

The post Create An Opportunity Stage Conversion Report in Salesforce appeared first on SalesForce FAQs.

November 25, 2025 at 12:46PM
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