Guide

Leads are converted, and no opportunity is created.

Conversion is the handoff from marketing to sales. Two things go wrong there, and neither shows up in a lead report.

Converted with no opportunity

The rep ticks "Don't create an opportunity". Sometimes that is right: the person joins a deal already open. Often it means pipeline that was never recorded.

Converted onto someone else's account

A lead converted onto an account owned by another rep is where disputes over deals and double-worked accounts start. It means the lead was routed without being matched to the account first.

Check it yourself

SELECT COUNT() FROM Lead WHERE IsConverted = true AND ConvertedDate = LAST_N_DAYS:90 AND ConvertedOpportunityId = null
SELECT OwnerId, ConvertedAccount.OwnerId FROM Lead WHERE IsConverted = true AND ConvertedDate = LAST_N_DAYS:90 AND ConvertedAccountId != null

In the second, count the rows where the two owners differ.

Have it checked every night instead.

Routing Forensics connects as a read-only user and checks this, and the rest of your routing, against your real leads. Register interest and you will be first to get a free health report: what is leaking, where, and what it is worth.

Leads are converted, and no opportunity is created.

Converted with no opportunity

Converted onto someone else's account

Check it yourself

Have it checked every night instead.

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