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LelaRc
New Member

Conversion rate between stages

Hey guys.

I need help with this solution. 😥

I have a sales funnel and I would like to calculate the conversion rate between stages.

funil.PNG

So the idea would be to add a new column with the conversion rate of lead counts from SAL stage to SQL for example. I've always done this type of calculation but in the context of date, using previous month for example.

In my head the solution seems simple, but I couldn't find a working measure.

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi  @LelaRc ,

Here are the steps you can follow:

1. Create calculated column.

conversao =
var _Index=CALCULATE(SUM('Table'[Count]),FILTER(ALL('Table'),'Table'[Index]=EARLIER('Table'[Index])))
var _Index1=CALCULATE(SUM('Table'[Count]),FILTER(ALL('Table'),'Table'[Index]=EARLIER('Table'[Index])-1))
var _Index2=CALCULATE(SUM('Table'[Count]),FILTER(ALL('Table'),'Table'[Index]=EARLIER('Table'[Index])-2))
return
IF('Table'[Index] in {7,9},DIVIDE(_Index,_Index2),DIVIDE(_Index,_Index1))

2. Result:

vyangliumsft_0-1646703849967.png

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

View solution in original post

5 REPLIES 5
Anonymous
Not applicable

Hi  @LelaRc ,

Here are the steps you can follow:

1. Create calculated column.

conversao =
var _Index=CALCULATE(SUM('Table'[Count]),FILTER(ALL('Table'),'Table'[Index]=EARLIER('Table'[Index])))
var _Index1=CALCULATE(SUM('Table'[Count]),FILTER(ALL('Table'),'Table'[Index]=EARLIER('Table'[Index])-1))
var _Index2=CALCULATE(SUM('Table'[Count]),FILTER(ALL('Table'),'Table'[Index]=EARLIER('Table'[Index])-2))
return
IF('Table'[Index] in {7,9},DIVIDE(_Index,_Index2),DIVIDE(_Index,_Index1))

2. Result:

vyangliumsft_0-1646703849967.png

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

It worked perfectly, thank you very much for your help. 😄

tamerj1
Super User
Super User

@LelaRc 

Please explain how to calculate the coversion rate. Give an example

It would be a simple division of the current step, over the previous step, according to the index. For example, it should have this result.

funil2.PNG

@LelaRc 
Great! Can you please provide sample dummy or insensitive data or otherise provide screenshots or your tables (not matrix report) and your data model with the relationships if you have any.
have a great day!

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