Lead Performance by Day

[terpsbmore]

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 Created table and a Lead Closed table. I have tried merging the tables with a left outer join and connecting them by Lead ID and creating measures for both models, however, am not able to calculate the daily ratio I need. I figure it's a problem with my model or it's a DAX calculation that I cannot figure out. The example tables below provide an example of what I am trying to achieve regarding lead performance by day. As you can see, as more leads close over time the lead performance by date will also increase.

[Ashish_Mathur · Accepted solution]

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.

[terpsbmore]

@Ashish_Mathur Thanks for this. I actually manually added the "Y" to the columns. However, I can perform a Lookup to the Lead Created Table from the Lead Closed table and perform a count on the new Lookup column to get the numerator. This post has helped me to look at using the Countrows function in other situations. Thank you for the help.

[Ashish_Mathur]

You are welcome.