Vital CRM
Calculation method of opportunity "conversion rate"

For the opportunity function in Vital CRM, the field of closing and closing status (success or failure) has been added. In Insight's "Opportunity Analysis", the definition of opportunity transaction is adjusted as: the case has been closed and the closing status is successful. Therefore, the conversion calculation method of the opportunities will also be calculated based on the closing status: the ratio of the number of opportunities whose closing status is successful to the number of all closed opportunities.

For the opportunity function in Vital CRM, the field of closing and closing status (success or failure) has been added. In Insight's "Opportunity Analysis", the definition of opportunity transaction is adjusted as: the case has been closed and the closing status is successful. Therefore, the conversion calculation method of the opportunities will also be calculated based on the closing status: the ratio of the number of opportunities whose closing status is successful to the number of all closed opportunities.
https://faq.vitalyun.com/EN/CRM#4279