Customer & marketing · MQL→SQL

Lead to opportunity conversion

The share of marketing-qualified leads that sales accepts and works.

leads_accepted_as_opportunities ÷ qualified_leads Unit percentage Usual grain month × channel × segment

01 What it is

Why anyone looks at this number

In one sentence

The share of marketing-qualified leads that sales accepts and works.

It is the handover point where most funnels leak, and the one number that both marketing and sales have to agree on.

02 The formula

How it is worked out

mql-to-sql-conversiondefinition
Lead to opportunity conversion = leads_accepted_as_opportunities ÷ qualified_leads

grain  : month × channel × segment
unit   : percentage
source : Marketing automation joined to CRM

The definition of "qualified" has to be one shared, written rule. Where marketing and sales keep separate definitions, this metric measures the disagreement rather than the funnel.

03 Worked example

The same number, with real inputs

Inputs
Qualified leads320
Accepted as opportunities26
Calculation26 ÷ 320
Result8.1%

Nine in ten leads are rejected. Either the bar is wrong or nobody is calling them — and the rejection reasons will say which.

04 What moves it

Four things that actually change this number

Driver 01

Lead definition

The agreed bar, and whether it is enforced.

Driver 02

Speed of follow-up

Response time is the strongest single predictor of acceptance.

Driver 03

Channel

Inbound intent converts far better than list-sourced contacts.

Driver 04

Sales capacity

Busy teams reject more, which looks like a lead quality problem.

05 Where the number lives

The system, the record and the fields

System of recordKey recordFields you need
Marketing automation joined to CRMLead joined to Opportunity lead_score, mql_date, accepted_date, rejection_reason, source

The definition of "qualified" has to be one shared, written rule. Where marketing and sales keep separate definitions, this metric measures the disagreement rather than the funnel.

06 How it goes wrong

Three ways this metric misleads people

Mistake

No rejection reasons

Sales rejects and nobody learns why, so the same leads keep coming.

Fix: Make the reason mandatory, with a short controlled list.
Mistake

Ignoring response time

Leads decay in hours; a weekly review guarantees a poor conversion rate.

Fix: Measure time to first contact alongside.
Mistake

Blaming one side

Marketing blames follow-up, sales blames quality, and the definition never gets fixed.

Fix: Write one shared definition and review the rejections together monthly.

08 Questions

Frequently asked

What is a healthy conversion rate here?

It depends entirely on where you set the bar. A tight definition with 30% acceptance is far healthier than a loose one with 8%. Judge the trend and the pipeline it produces.

Who should own this metric?

Both functions jointly. It is the only metric that measures a handover, so single ownership guarantees it gets optimised from one side.

One definition, everywhere it is used

SCIKIQ stores this metric once and serves it to every dashboard, board pack and agent that asks.

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