The Conversion page is divided into three sections:

1. The Journey Stage Conversion Chart

The charts shows the percentage of accounts that entered each stage in the selected time period, and moved to a forward stage:

To the right of the chart is more data to help you better understand the Conversion Rate calculation:

The "Total Transitions" column shows the number of transitions to that stage within the time period. 

And the "Converted Forward" column shows the number of transitions to a forward stage.

Conversion Rate = Converted Forward / Total Transitions

2. The Heatmap


The heatmap allows you to slice and dice the Conversion data to better understand the Journey trends. Are some Accounts converting better in certain stages than others?

The presets by the default allow you to look at Conversion by Stage and by:

  • Account Owner
  • Industry
  • Type of Account
  • State

But you're also able to choose your own custom field by clicking on the "Custom" button and selecting your custom field: