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How to use
- Enter New clients.
- Enter Leads.
- Calculate, then review the period, scope and assumptions before using the result for pricing or planning.
How it is calculated
Conversion rate = new clients ÷ leads × 100
Example
Converting 10 clients from 50 leads means a 20% conversion rate and 40 leads not converted during the period.
Important notes
Use a consistent lead definition; mixing low-intent inquiries with qualified referrals makes channel and period comparisons less meaningful.
Worked examples and interpreting results
| Case | Calculation | Result |
|---|---|---|
| Conversion | 10 ÷ 50 × 100 | 20 % |
| Unconverted | 50 − 10 | 40 |
Frequently asked questions
Should conversion be measured by lead month or sale month?
Use a consistent method; lead-cohort analysis can be more accurate when the sales cycle spans multiple months.
Is the result a mandatory client price?
No. It is a planning result from your inputs; final pricing depends on scope, market, contract, taxes and risk.
Should I use monthly or annual figures?
Keep all inputs on the same period so annual income is not mixed with monthly hours or expenses.