topic Re: Sales Conversion in Developer

Sales Conversion

nessanosullivan — Wed, 29 Nov 2017 10:39:01 GMT

Hi all,

I'm new to the world of "Power" but picking it up fast from all your great feedback. I need your guidance on a wall I've hit. I've been pulling out my hair trying to figure this one out.

I want to calculate sales conversion based on what we win in a quarter and divide by the number of opportunities we created in the previous quarter.

This is different to win rate which is the number of opptys won out of total with a close date in the quarter.

# Opptys Won in Qtr (Based on close date) / # Opptys created in the previous quarter to the close date. The picture better explains what I am trying to achieve. this is it in Excel.

I've tried some many different variations of logic and formula but I don't seem to be able to get the right number

Would really appreciate any guidance...

Re: Sales Conversion

Greg_Deckler — Wed, 29 Nov 2017 13:32:43 GMT

Is that a good representation of sample data? Do you have a calendar table that will tell you what quarter dates are in? In theory, you could create some measures to get you there. Psuedo code:

Q1_Opportunities = CALCULATE(COUNT([column]),[CreatedQuarter]="Q1")

Q2_Wins = CALCULATE(COUNT([column]),[ClosedQuarter]="Q2" && [Won]=TRUE)

Ratio = Q2_Wins / Q1_Opportunities

Re: Sales Conversion

v-qiuyu-msft — Thu, 30 Nov 2017 08:04:41 GMT

Hi @nessanosullivan,

Assume 2017 Q1 Created Date, 2017 Q2 Close Date, 2017 Q2 Won are three columns, then you can create the measure below:

Measure= var CW Q2=Calculate(count([2017 Q2 Won]),Filter(All('Table'),[2017 Q2 Won]="TRUE"))

var Created Q1=Calculate(count([2017 Q1 Created Date]),All('Table'))

return

Divide(CW Q2,Created Q1)

If this doesn't work, please share the pbix file with some dummy data. Do mask sensitive data before uploading.

Best Regards,
Qiuyun Yu