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BPCRM Sales: Sales effort to referral conversion/revenue tracking

Provide a dashboard/report that provides percentage of conversion from sales efforts - # of activities, cost, timeframe to convert, and revenue. Requested by BPCRM sales pilot group.

  • Danielle Beebe
  • Sep 21 2026
  • Needs Review
Idea Background

Users would like an easy way to understand which relationship-building activities are producing results and how long it takes to generate referrals and revenue.

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Idea Benefit

A sales activity conversion dashboard would help leadership identify which activities generate the best results, enabling more informed decisions.

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Compliance Risk- Business Score 0-No Compliance Risk
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