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01-27-2022 05:22 AM - last edited 11-29-2022 22:05 PM
This dashboard talks about the productivity of Relationship Manager showcasing Conversion rate by RM, average conversion days by RM and the conversion rate by region with a drill through.
It is best leveraged for financial services with a diverse loan portfolio.
The lead-to-customer conversion rate, also known as sales conversion rate or, lead conversion rate, is critical to evaluating the performance of a company’s sales funnel.
Conversion Rate = Total number of conversions / Total number of leads * 100.
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