Can Better Analyst change Salesforce data?

Better Analyst only issues SOQL SELECT queries and Bulk API 2.0 query jobs and has no write path. Salesforce has no read-only OAuth scope, though: the api scope carries the connecting user’s full API rights. Connect with a dedicated integration user whose permission set grants read access only.

Which objects can Better Analyst access?

Only the objects selected when the connector is saved, up to 40 per org, and only the fields the connecting user can see. Standard objects such as Account, Opportunity, Lead, and Case are suggested by default; custom __c objects can be added.

Does it work with sandboxes and My Domain?

Yes. Choose Production, Sandbox (test.salesforce.com), or enter your My Domain host ending in .my.salesforce.com when you authorize.

Can my team share the connection?

Yes. Connectors created in a team workspace are available to that team, and each org can be connected once per workspace.

Does it use my Salesforce API limits?

Yes. Queries count against your org’s daily API request allocation, and large exports count against Bulk API limits. Narrow queries with filters and date ranges to use fewer calls.

Salesforce Lead Conversion Report: Rate by Source and Owner

Build a Salesforce lead conversion report: conversion rate and time to convert by lead source and owner, and the won revenue behind converted leads.

By David Bressler
Published November 11, 2026
Updated November 11, 2026

Summary

A Salesforce lead conversion report shows how many leads became contacts and opportunities, by source, owner or month, and how long that took. Following converted leads through to their opportunities adds the revenue. Connect an org to Better Analyst, select Lead and Opportunity, and ask in plain English.

On this page

Who this report is for
What the report includes
How to build it in Better Analyst from Salesforce
Questions to ask
Sample output
Charts to use
Keep it up to date
Further reading
FAQ

Who this report is for

Marketing and sales operations teams who need to show which lead sources turn into real opportunities, and who want to spot where leads stall before anyone reaches out to them.

What the report includes

Metrics and dimensions in this report

Metric	Source field	Why it matters
Lead source	Lead.LeadSource	The main way to compare channels on the quality of the leads they send.
Status	Lead.Status	Shows where unconverted leads are stuck, such as open or working.
Is converted	Lead.IsConverted	The flag behind the conversion rate.
Created date	Lead.CreatedDate	Sets the cohort, so recent leads aren't judged as if they've had as long to convert.
Converted date	Lead.ConvertedDate	With created date, gives the time to convert.
Owner	Lead.Owner.Name	Shows how conversion and follow-up differ by rep or queue.
Converted opportunity	Lead.ConvertedOpportunityId	Links a lead to the opportunity it created, so revenue can follow it.
Opportunity amount	Opportunity.Amount	Adds the money, once converted leads are joined to their opportunities.

How to build it in Better Analyst from Salesforce

From Connectors, open Salesforce, choose where you sign in and select Continue with Salesforce.
Add Lead and Opportunity to the object selection. Both are suggested by default when your org has them.
Save the connector and attach it to a new chat.
Ask for conversion rate by lead source for leads created in a specific period, such as last quarter.
Ask to follow converted leads to their opportunities and add won revenue by source.

Questions to ask

“What is the lead conversion rate by source for leads created last quarter?”
“How many days does it take leads to convert, by owner?”
“Which lead sources produced the most closed-won revenue from converted leads this year?”
“How many open leads have had no change in status for 30 days, by owner?”
“Export every lead created last month with source, status and owner.”

Sample output

Sample data for illustration, not real account data.

Sample data: lead conversion by source for one quarter (illustrative, not a real org)

Lead source	Leads	Converted	Conversion rate	Avg days to convert	Won revenue
Web	2,140	171	8.0%	12	$214,000
Partner Referral	260	83	31.9%	6	$318,000
Webinar	780	47	6.0%	21	$58,000
Purchased List	1,500	15	1.0%	34	$9,000

Charts to use

Conversion rate by lead source (Horizontal bar chart): Which sources send leads that turn into opportunities, sorted from highest to lowest.
Leads created and converted by month (Grouped column chart): Whether conversions keep up as lead volume changes.
Won revenue by lead source (Bar chart): Whether a low-volume source pays off once the revenue is counted.

Keep it up to date

Create an alert to watch the weekly conversion rate, or schedule a task that sends each rep's stale lead list. Data Flows can deliver the full lead table to Google Sheets or a database on a schedule.

Frequently asked questions

Why do recent leads show a lower conversion rate?

They haven't had as long to convert. Compare cohorts of the same age, or use leads created at least as long ago as your typical time to convert.

Is a converted lead the same as a sale?

No. Converting creates a contact and account, and usually an opportunity, depending on how your team works. Follow the converted opportunity to see whether it was won, because a source can convert well and still close poorly.

Does this work if we don't use leads?

Not directly. Teams that create contacts and opportunities without using the Lead object can ask about opportunities by lead source, or by campaign if Campaign is among the selected objects.

What if our lead source field is messy?

Group the values in your question, such as treating Web and Website as one source. To keep the mapping consistent, save it as part of your data context so later questions use the same grouping.