Build Custom Reports: Conversion Times

In Propertybase version 1.466 we added a new configuration that tracks conversion time between contact stages. This article will walk through building custom reports to display that information.

Note: Before building these reports, your Propertybase account must support conversion times.


Conversion: New Lead to Working

  • Click Reports in the main navigation bar.
  • Click New Report in the top right corner of the screen.
  • Select Contacts & Companies for report type.
  • Click Create.
  • Next Click Add next to Filters, then select Field Filter.
  • Enter Stage, equals, Working for the new Field Filter.
  • Click Ok.

Repeat that process to add Field Filters for Active and Nurture.

  • Click Add next to Filters, then select Field Logic.
  • Enter "1 OR 2 OR 3" for Field Logic then hit Enter.
  • Next to Range select All Time.
  • Next to Preview, change the Format from Tabular to Matrix.
  • Click the arrow next to Salutation, then click Remove Column.
  • Continue removing columns until only First Name and Last Name remain.
  • In the Quick Find menu, type Stage then add it to the report by dragging it to the right of Last Name.
  • Repeat the previous step to add "Conversion: New Lead to Working" and "Conversion: New Lead to Working (Mins)".
  • Next drag Add Bucket Field on the left and drop it where it says "Drop a field here to create a row grouping".
  • Enter "Conversion: New Lead to Working (Mins)" for Source Column.
  • Enter "Conversion Time" for Bucket Field Name.
  • For Define Ranges, replicate the data below.
  • Next drag Contact Owner from the left menu and drop it next to Conversion Time.
  • Click Save.
  • Enter the data below in the Save Report window.
  • Click Run Report.
  • Click the toggle chart button in the top right corner of the screen.

Done! You've just created a custom report to analyze conversion times for New Lead to Working.

Conversion: New Lead to Active

  • Click Reports in the main navigation bar.
  • Click New Report in the top right corner of the screen.
  • Select Contacts & Companies for report type.
  • Click Create.
  • Next Click Add next to Filters, then select Field Filter.
  • Enter Stage, equals, Active for the new Field Filter.
  • Click Ok.
  • Next to Range select All Time.
  • Next to Preview, change the Format from Tabular to Matrix.
  • Click the arrow next to Salutation, then click Remove Column.
  • Continue removing columns until only First Name and Last Name remain.
  • In the Quick Find menu, type Stage then add it to the report by dragging it to the right of Last Name.
  • Repeat the previous step to add "Conversion: New Lead to Active" and "Conversion: New Lead to Working (Mins)" and "Conversion: Working to Active (Mins)".
  • Next drag Add Bucket Field on the left and drop it where it says "Drop a field here to create a row grouping".
  • Enter "Conversion: New Lead to Active (Mins)" for Source Column.
  • Enter "Conversion Time" for Bucket Field Name.
  • For Define Ranges, replicate the data below.
  • Next drag Contact Owner from the left menu and drop it next to Conversion Time.
  • Click Save.
  • Enter the data below in the Save Report window.
  • Click Run Report.
  • Click the toggle chart button in the top right corner of the screen.

Done! You've just created a custom report to analyze conversion times for New Lead to Active.

Conversion: Working to Active

  • Click Reports in the main navigation bar.
  • Click New Report in the top right corner of the screen.
  • Select Contacts & Companies for report type.
  • Click Create.
  • Next Click Add next to Filters, then select Field Filter.
  • Enter Stage, equals, Active for the new Field Filter.
  • Click Ok.
  • Next to Range select All Time.
  • Next to Preview, change the Format from Tabular to Matrix.
  • Click the arrow next to Salutation, then click Remove Column.
  • Continue removing columns until only First Name and Last Name remain.
  • In the Quick Find menu, type Stage then add it to the report by dragging it to the right of Last Name.
  • Repeat the previous step to add "Conversion: Working to Active" and "Conversion: Working to Active (Mins)" and "Conversion: Working to Active (Hrs)".
  • Next drag Add Bucket Field on the left and drop it where it says "Drop a field here to create a row grouping".
  • Enter "Conversion: Working to Active (Mins)" for Source Column.
  • Enter "Conversion Time" for Bucket Field Name.
  • For Define Ranges, replicate the data below.
  • Next drag Contact Owner from the left menu and drop it next to Conversion Time.
  • Click Save.
  • Enter the data below in the Save Report window.
  • Click Run Report.
  • Click the toggle chart button in the top right corner of the screen.

Done! You've just created a custom report to analyze conversion times for Working to Active.

Conversion: New Lead to Disqualified

  • Click Reports in the main navigation bar.
  • Click New Report in the top right corner of the screen.
  • Select Contacts & Companies for report type.
  • Click Create.
  • Next Click Add next to Filters, then select Field Filter.
  • Enter Stage, equals, Disqualified for the new Field Filter.
  • Click Ok.
  • Next to Range select All Time.
  • Next to Preview, change the Format from Tabular to Matrix.
  • Click the arrow next to Salutation, then click Remove Column.
  • Continue removing columns until only First Name and Last Name remain.
  • In the Quick Find menu, type Stage then add it to the report by dragging it to the right of Last Name.
  • Repeat the previous step to add "Conversion: New Lead to Disq. (Mins)".
  • Next drag Add Bucket Field on the left and drop it where it says "Drop a field here to create a row grouping".
  • Enter "Conversion: New Lead to Disq. (Mins)" for Source Column.
  • Enter "Conversion Time" for Bucket Field Name.
  • For Define Ranges, replicate the data below.
  • Next drag Contact Owner from the left menu and drop it next to Conversion Time.
  • Click Save.
  • Enter the data below in the Save Report window.
  • Click Run Report.
  • Click the toggle chart button in the top right corner of the screen.

Done! You've just created a custom report to analyze conversion times for New Lead to Disqualified.

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