Calculator Inputs
Use the responsive calculator grid below. On large screens it shows three columns, on smaller screens two columns, and on mobile one column.
Example Data Table
This example shows how monthly opening cohorts can be tracked for better pipeline retention decisions.
| Month | Opening Leads | Retained Leads | Lost Leads | New Leads | Reactivated | Retention Rate |
|---|---|---|---|---|---|---|
| January | 180 | 141 | 39 | 92 | 8 | 78.33% |
| February | 205 | 162 | 43 | 115 | 10 | 79.02% |
| March | 250 | 195 | 55 | 120 | 14 | 78.00% |
Formula Used
The calculator focuses on the opening lead cohort. It measures how many starting leads stayed active or qualified by the end of the selected period.
If you enter only retained leads or only lost leads, the calculator derives the missing cohort value automatically. Converted leads are shown as an additional tracking metric for CRM review.
How to Use This Calculator
- Enter a clear period label, such as a month or quarter.
- Provide opening leads at the beginning of that period.
- Enter retained opening leads, lost opening leads, or both.
- Add optional new, reactivated, and converted lead counts.
- Include average pipeline value to estimate retained value impact.
- Set a target retention rate for quick benchmark comparison.
- Press the calculate button to show results above the form.
- Use the CSV or PDF buttons to export the calculated summary.
FAQs
1. What does lead retention rate measure?
It measures the share of starting leads that remain active, qualified, or still engaged by the end of the selected period. It focuses on the opening cohort, not the new leads added later.
2. Why track opening leads separately from new leads?
Opening leads show whether your existing pipeline is staying healthy. New leads reflect acquisition activity. Separating them prevents fresh lead volume from hiding leakage inside the older pipeline cohort.
3. Can I enter only retained leads or only lost leads?
Yes. The calculator derives the missing value from the opening lead count. If you provide both retained and lost leads, they must add up to the opening cohort for accurate results.
4. Are converted leads counted as retained leads?
Usually they are tracked separately because a converted lead has moved to a later revenue stage. This page shows conversions as an additional indicator so teams can review lead quality and movement together.
5. What is a good lead retention rate?
A good rate depends on channel quality, sales cycle length, and qualification rules. Many teams aim for steady improvement first, then compare results by source, campaign, owner, or market segment.
6. Why include reactivated leads?
Reactivated leads show how well your team brings back stalled or dormant opportunities. That helps separate simple loss from recoverable demand and gives more context when retention looks weaker.
7. How does average pipeline value help?
It turns retention into money impact. By multiplying retained leads by average pipeline value, managers can estimate preserved opportunity value and compare it against lost pipeline value.
8. When should I review lead retention?
Review it monthly for operating teams and weekly for fast-moving funnels. Short review cycles help you catch drop-offs early, improve follow-up timing, and adjust scoring or routing rules sooner.