What does this Salesforce template do?
Lead → MQL → SQL → opp → won rates by source with monthly trend columns. Free report csv — ~30 min on Salesforce. documents or automates measurement setup — events, tags, and validation steps.
What's included
- lead-conversion-funnel-report.csv
- CSV with formula notes for Google Sheets / Excel
- Test-record validation checklist
Common use cases
- Production import — Lead → MQL → SQL → opp → won rates by source with monthly trend columns.
- Team rollout — Map Salesforce credentials to your CRM or data warehouse before go-live.
- Stack extension — Fork the blueprint to add alerts, enrichment, or approval gates without rebuilding from scratch.
How to import into Salesforce
- 1
Download the config pack
You'll receive Flow JSON, CSV field maps, or step-by-step clone documentation.
- 2
Open Setup or Flow Builder
Use Flow Builder for automations, or Object Manager for assignment rules and fields.
- 3
Import or recreate
Import Flow JSON in sandbox first, or follow the doc to clone actions manually.
- 4
Validate in sandbox
Test with sample leads before deploying to production.
How to customize for your stack
Extend
Add Slack notifications, CRM field mapping, or error routing after first import on Salesforce.
Anton Chisliuk · AI Marketing Ops · Updated September 2026