---
schema_version: "1"
id: 008bcdcc3d0942d04d752390470cd300373dd381bb5a530cd2af335124517aa9
title: Lead Trending Analytics Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_lead_trending.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_lead_trending.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9519be1f4b5fb7f1b4c37c1af8149acefb963153dce11eabcee25949a47fb2bb
description: Create an app from the Lead Trending Analytics Template to increase your visibility into your team’s lead conversion process. Sales operations can get instant insight into how quickly the team converts leads and can identify bottlenecks in the conversion process.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Lead Trending Analytics Template

Create an app from the Lead Trending Analytics Template to increase your visibility into your team’s lead conversion process. Sales operations can get instant insight into how quickly the team converts leads and can identify bottlenecks in the conversion process.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d73132e34">User Permissions
            Needed</th>
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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d73132e34 ">To create and manage the Lead Trending Analytics app:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d73132e34 ">Manage CRM Analytics Templated Apps</td>


        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d73132e34 ">To use the Lead Trending Analytics app:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d73132e34 ">Use CRM Analytics Templated Apps</td>

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![Lead Trending Analytics dashboard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_templates_lead_trending_dashboard.png)

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_important.png)

Important See [Create Apps from CRM Analytics Templates: Start Here](https://help.salesforce.com/s/articleView?id=analytics.bi_app_prebuilt_getting_started.htm&release=264.0.0&type=5 "Follow these general procedures when you create Apps from any CRM Analytics Template. Before you create an app, see the help for the CRM Analytics Template you want to use for requirements and instructions specific to that template.") for general app creation procedures for all CRM Analytics templated apps. The information here provides specifics about creating and using the Lead Trending Analytics app.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note Analytics App and Template functionalities included as a part of CRM Analytics are only available in English.

## Org Requirements

Your org requires the following before you can create an app from the Lead Trending Analytics template:

- Make sure you and all app users have the CRM Analytics license.
- Your org must use lead history and have at least one opportunity linked to a lead. It must also use lead record types.
- Set Salesforce field-level security to enable the Analytics Integration User to see all fields used in the app. See [Set Field Level Security to Enable Creation of an CRM Analytics Template](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_field_level_security.htm&type=5&language=en_US).

## Use Lead Trending Analytics

Open the app.

- From the app picker ![The Lightning Experience app picker](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/app_launcher_icon.png), select **CRM Analytics Studio** to open the CRM Analytics home page.
- Under **Browse** in the left column, select **All Items**.
- Select the **Apps** tab, then click your app to open it. If you can’t immediately find it, consult your Salesforce administrator to find out the name they gave it when creating the app.

Use the chart at the top to get an overview of your lead conversion data. You can see the following:

- Leads with the most changes.
- The average change duration, that is the average time leads spend in the process before being converted.
- Average time to close leads.
- What happened to leads after conversion.

Filter the data by lead creation date, industry, conversion date, and stage.

Charts in the middle of the dashboard show lead converted to accounts and contacts.

Scroll down to see details about all your leads. Take action on a record by hovering over the lead name and clicking the disclosure triangle to the right. That opens the Actions Menu from the record. From there, post to Chatter, create a task or an event, or perform another action to move the process along.

## Metric Calculations

Left Panel

- Avg Lead Conversion Time. Average time between creation of leads and their conversion to opportunities. If leads are not converted to opportunities, average time between creation and current date. Includes all leads in the org.
- Avg Oppty Conversion Age.Average time between lead creation and opportunity close date for all closed opportunities, or current time for all open opportunities. Only includes leads that have converted to opportunities.
- Funnel Velocity. Dollars closed per day, which helps sales team members determine if there is enough business in the pipeline. Calculated as the number of (Converted leads \* Average conversion rate \* Average deal size) / Average conversion time. Average conversion rate equals Number of converted leads / Number of leads. Average conversion time equals time difference between lead creation date and opportunity creation date.

Center Bar Charts

- What’s the Average Duration by Lead Status? Average number of hours leads have remained in the designated status (for example, _Qualified_ or _New_). Includes all leads with changed status.
- What’s the Average Duration by Owner? Average number of hours designated owner has owned leads. Owner can be a user or queue.