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terpsbmore's avatar
terpsbmore
Icon for Helper I rankHelper I
8 years ago
Solved

Lead Performance by Day

Hello All,   I am trying to calculate lead performance (close rate) by the date the lead was received and I am having a lot of trouble figuring this one out. I have 2 separate tables, a Lead Create...
Need Help
  • Ashish_Mathur's avatar
    Ashish_Mathur
    8 years ago

    Hi,

     

    The Lead Closed Table is not required for generating the Lead Performance table.  Try this

     

    1. In your visual, drag the Created on Date field from the Lead Created Table
    2. Write this measure in the Lead Created Table

     

    =CALCULATE(COUNTROWS(Lead_Created),Lead_Created[Closed]="Y)/COUNTROWS(Lead_Created)

     

    Format this measure as a %.

     

    Hope this helps.

Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
8 years ago

Hi,

 

The Lead Closed Table is not required for generating the Lead Performance table.  Try this

 

  1. In your visual, drag the Created on Date field from the Lead Created Table
  2. Write this measure in the Lead Created Table

 

=CALCULATE(COUNTROWS(Lead_Created),Lead_Created[Closed]="Y)/COUNTROWS(Lead_Created)

 

Format this measure as a %.

 

Hope this helps.