Conversion Rate Audit Form

Conversion Rate Audit Form — Form Fields

This sales template includes 9 fields. Gather input from sales and marketing teams to audit conversion rates across the funnel. Free to customize and use on ZenBuild.

• Submitter Name (text, required)
• Email Address (email, required)
• Team (dropdown selection, required) — options: Sales, Marketing, Sales Operations, Revenue Operations, Executive
• Funnel Stage Reviewed (dropdown selection, required) — options: Lead to MQL, MQL to SQL, SQL to Opportunity, Opportunity to Proposal, Proposal to Close
• Total Volume in Stage (number, required)
• Number Who Converted (number, required)
• Review Period (dropdown selection, required) — options: Last 30 Days, Last Quarter, Last 6 Months, Last Year
• Key Observations and Bottlenecks (long text, required)
• Recommended Improvements (long text, optional)