Free for any seller

Conversion rate calculator: work out every step from calls to deals, and the one to fix first

Put in last month's calls, conversations, meetings and deals, and see your conversion rate at each step and from start to finish. Then see which step loses you the most deals. Free, no sign-up.

Your steps, from the first call to the deal

2% of your calls become deals

8 deals from 400 calls: 1 for every 50 calls.

StepRate1 in
Calls to conversations25%4
Conversations to meetings40%2.5
Meetings to deals20%5

Your weakest step is meetings to deals, at 20%. Raise it 5 points to 25% and the same 400 calls make 10 deals.

See how the funnel counts your steps

How to calculate your conversion rate at each step

Divide the number at each step by the number at the step before it.

  1. 01Count last month's calls, conversations, meetings and deals from your phone, your calendar and your notes.
  2. 02Put each count in. Rename a step, or add one, if your selling runs differently.
  3. 03Read the rate at each step, the whole trip from first call to deal, and your weakest step.

How to improve the step that loses you the most deals

The weakest step is the one with the lowest rate. A few points there add more deals than the same points anywhere else.

  • Calls to conversations low? Try a different hour, and leave a message that gives them a reason to call back.
  • Conversations to meetings low? Ask for the meeting on the call, with two times to pick from.
  • Meetings to deals low? End every meeting with a next step and a date.
  • Work on one step for a month, then run your numbers again.

Worked example: 400 calls to 8 deals

Made-up numbers, the ones the calculator opens on. Put them in and you'll get the same answer.

  • 100 conversations from 400 calls is 25%, or 1 in 4.

  • 40 meetings from 100 conversations is 40%.

  • 8 deals from 40 meetings is 20%, the lowest rate, so that's the weakest step.

  • 8 deals from 400 calls is 2%, 1 deal for every 50 calls. At 25% on the last step, the same calls make 10.

What is a good conversion rate? Your own last month

Rates swing so much by product, price and market that someone else's average tells you very little, so the number worth beating is your own.

  • Run it on last month, then again when this month ends
  • Compare each step with the same step last month
  • Count the same way every time: a conversation is a real talk, not a voicemail
  • Change one thing at a time, so you know what moved the rate

See your rate at each step from what you already log

The calculator is free. ActivityTracker, the app we make, is paid. Its funnel counts four steps, from appointment to deal, and you can't rename them yet.

  • Log appointments, meetings and deals from your phone in a tap
  • See the rate between each step for the week, month or quarter
  • The funnel names your weakest step, with a line on what usually fixes it

Questions

Find the weak step before next month's calls

Keep using the calculator for free. The app counts each step as you log it.