This query shows the conversion count and rate of lead-to-opportunity conversion and closed opportunities per active sales rep derived from Salesforce data.
WITH active_user AS (
SELECT
id, email, firstname || ' ' || lastname AS rep
FROM
public.salesforce_user
WHERE
salesforce_user.IsActive = 1
),
converted_and_won AS (
SELECT
sl.ownerid,
COUNT(*) AS "total_leads",
COUNT(CASE WHEN sl.convertedopportunityid IS NOT NULL THEN 1 END) AS "converted_leads",
COUNT(CASE WHEN so.stagename = 'Closed Won' THEN 1 END) AS "won_leads",
ROUND(converted_leads * 100.0 / total_leads, 2) AS "conversion_rate",
ROUND(won_leads * 100.0 / total_leads, 2) AS "win_rate"
FROM
public.salesforce_lead sl
LEFT JOIN
public.salesforce_opportunity so
ON sl.convertedopportunityid = so.id
WHERE
DATE_TRUNC('quarter', sl."createddate") = DATE_TRUNC('quarter', CURRENT_DATE)
GROUP BY
1
)
SELECT
au.rep AS "sales_rep",
au.email,
srl.total_leads,
srl.converted_leads,
srl.won_leads,
srl.conversion_rate,
srl.win_rate
FROM
converted_and_won srl
JOIN
active_user au
ON srl.ownerid = au.id
ORDER BY
total_leads desc
Column | Description |
---|---|
sales_rep |
Opportunity Owner (Sales Rep) |
email |
Sales Rep Email |
total_leads |
Total Leads Owned by the Sales Rep |
converted_leads |
Total Leads Converted to Opportunity by the Sales Rep |
won_leads |
Total Opportunities moved to the Closed/Won stage |
conversion_rate |
Rate of conversion from Lead to Opportunity |
win_rate |
Rate of opportunities being closed/won |