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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...
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  • 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.

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

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

You are welcome.