Feature Overview

The Conversion Rate setup enables administrators to define which sales stages are included in conversion rate calculations throughout TruSales. This configuration categorizes sales stages into Early Stages, Late Stages, and Exclude Stages, allowing organizations to customize how conversion rates are calculated based on their specific sales process and methodology, ensuring accurate pipeline analysis and performance metrics.

How It Works

The Conversion Rate Setup interface displays all active sales stages from your CRM system in a drag-and-drop table organized into three categories:

• Early Stages: Sales stages that represent the beginning of the sales process. These stages serve as the starting point for measuring sales progression and conversion rates.
• Late Stages: Sales stages that represent the final phases of the sales process. These stages serve as the target outcomes for measuring sales success and completion rates.
• Exclude Stages: Sales stages that are completely excluded from all conversion rate calculations and TruSales views. These stages are not considered in any pipeline analysis or performance metrics.

Administrators can drag and drop stages between categories to reorganize them according to their sales methodology. Additionally, individual stages can be toggled to skip conversion calculations while remaining in their assigned category. The system maintains the original CRM stage order and provides visual indicators for excluded or skipped stages.

Use Cases

• For Admins: Configure conversion rate calculations and stage categorization to match organizational sales methodologies and business intelligence requirements, ensuring accurate pipeline analysis, forecasting, and reporting standards based on relevant sales stages.

See It in Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Active CRM instance integration properly configured and synced with sales stages available
• Understanding of organizational sales process and stage definitions
• Knowledge of which stages represent early vs. late sales progression

Highlights

• Fixes inaccurate conversion rates when your sales process includes stages that shouldn't count
• Drag-and-drop interface enables easy stage categorization and reordering
• Individual stage skip functionality provides fine-tuned conversion calculations
• Visual distinction between included and excluded stages prevents confusion

Need Help?

Contact your Customer Success Manager for help configuring conversion rate calculations or troubleshooting stage categorization issues, or TruSales Support if you experience any technical issues with this page.