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Anonymous's avatar
Anonymous
Not applicable
5 years ago
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Sales Conversion Rate

Hi, I want to display sales conversion rate on a column chart. Let's say 100 leads got created in a month and 25 opportunities were marked as WON in the same month, then the rate is 25/100 or 25%. I...
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  • Anonymous's avatar
    Anonymous
    5 years ago

    Hi  Anonymous  ,

    According to your description, I create this data:

    Definition rules:

    When it's A, it's leads

    Here are the steps you can follow：

    1. Create calculated column.

    Month = MONTH('Table'[date])

    2. Create measure.

    Measure =
var _A=CALCULATE(COUNT('Table'[leads]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])&&'Table'[leads]="A"))
var _mark=CALCULATE(COUNT('Table'[opportunities]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])&&'Table'[opportunities]=MAX('Table'[opportunities])&&'Table'[leads]="A"))
return
DIVIDE(_mark,_A)

    3. Result.

    You can downloaded PBIX file from here.

    If my answer doesn't meet your expectation ,can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data

     

    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.

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Hi  Anonymous ,

According to your description, I create this data：

Here are the steps you can follow：

1. Create calculated column.

Month = MONTH('Table'[date])

2. Create measure.

Measure =
var _all=CALCULATE(COUNT('Table'[marked]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])))
var _won=CALCULATE(COUNT('Table'[marked]),FILTER(ALL('Table'),'Table'[Month]=MAX('Table'[Month])&&'Table'[marked]=MAX('Table'[marked])))
return
DIVIDE(_won,_all)

3. Result.

You can downloaded PBIX file from here.

 

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.

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi Liu,

    Thanks for your response. I think you have considered only the opportunities. In our scenario, there are 2 entities: lead and opportunity.

     

    I want to calculate the following and plot on the chart:

    Total no of opportunities WON in a month/Total no of leads created in the same month

     

    Thanks,

    Vaibhav