The Close Ratio Report provides an analysis of the conversion of opportunities into successful sales during projects.The report includes detailed information for each opportunity, such as work order details, conversion and creation dates, lead sources, and customer contact information.
Key highlights include, Total Opportunities, Converted/Sold, Missed Opportunities,Conversion Ratio.
Here is a reference video:
Steps to check the Close Ratio report
Click on Reports from left menu
Select All reports
Click on Close Ratio Report tab
Click on Excel Export or PDF Export to share it in two different formats
