Understanding the Sales Conversions Widget

The Sales Conversions dashboard provides a month-to-date view of key conversion metrics across your sales funnel. It helps teams quickly assess performance against goals and identify areas that may need attention. The new widget shows desired sales funnel ratios with current performance, goal comparisons, and prior period comparisons all in one place. Users can toggle between All Inquiries and New Inquiries, and clicking Analyze jumps directly to the Lead Source Analysis report with filters already applied.

Fig 1.

Overview of Metrics

The dashboard is divided into three primary conversion stages:

Inquiry → Connection Measures the percentage of initial inquiries that successfully result in a connection (e.g., call, email, or follow-up).
Inquiry → Tour Tracks how many inquiries convert into scheduled tours or deeper engagement.
Inquiry → Move-In Reflects the percentage of inquiries that ultimately convert into move-ins (or closed deals)

How to Read the Visuals

Bar Graphs - Each section includes a bar chart comparing: Current performance (dark blue)   Prior period (light blue, where shown)   Goal benchmark (horizontal line)
Goal Indicators -  Green “Above Goal” badges indicate performance exceeding expectations
Red “Below Goal” badges indicate areas falling short of targets
Trend Insight: The percentage shown beneath the chart (where applicable) reflects performance change or progress toward goal.

Analyze Links

Each metric includes an “Analyze” option, allowing users to drill down into the underlying data for deeper insights, such as: Lead sources   Team member performance   Conversion trends over time
Users can click over each chart to see the current percentage, prior percentage, and goal percentage.

Fig 2. 

The widget includes a toggle in the top right that allows users to switch between two views (See Figure 2).

• All Inquiries (default) – Includes all leads with activity or stage advances during the selected date range, regardless of when the inquiry was created.
• New Inquiries – Includes only activities and stage advances tied to inquiries created during the selected date range.

Users can select the following date ranges, matching the existing Sales Funnel widget: Month to Date (default) Trailing 30 days Trailing 60 days Trailing 90 days

If more than three ratios are configured, users can expand the widget by selecting View All at the bottom(See Figure 2).

Selecting Analyze opens the Lead Source Analysis report with the same date range and inquiry toggle applied. If a conversion ratio column is not currently visible in the report, it will automatically be enabled so users can analyze that metric immediately.