Forum Discussion
Sales Conversion Rates
Hello everyone,
I'm trying to create a card that shows the sales conversion rate (in percentage) of won estimates vs. opportunities. (won estimates divided by opportunities x 100). To add to the confusion, I need to do this in a date range of say 8/1 - 11/1.
I have estimate statuses of W, L, K - won, lost, killed, in a column called EstimateStatus, in a table called EstimateHeader. I can get the total number of a certain status, but I can't figure out the formula for the multiplication and division to get my final percentage number.
Please help!
You are welcome. Create a Calendar Table. Create a relationship (Many to One and Single) from the Date column of the Calndar Table to the Date column of the Calendar Table. To your visuals/slicers/filters, drag Date from the Calendar Table.
Hope this helps.
5 Replies
could you pls provide some sample data and expected output?
Hi,
Write these measures
Opp = countrows(EstimateHeader)
Won = calculate([Opp],EstimateHeader[EstimateStatus]="W")
Won % = divide([Won],[Opp])
Hope this helps.
This is fantastic. I never thought to create separate measures and then use those in the calculations.
One more thing - in the EstimateHeader table, I have a column called EstimateDate. How would I capture the Won % in a date range of 8/1/23 - 11/19/23? Or is there a way to capture that information in a 90 day range that auto updates?
Thank you!
You are welcome. Create a Calendar Table. Create a relationship (Many to One and Single) from the Date column of the Calndar Table to the Date column of the Calendar Table. To your visuals/slicers/filters, drag Date from the Calendar Table.
Hope this helps.
