Hello,
I am looking for help in creating conversion rates for my Sale Rep Based on the Amount of Opportunities they have and how many presentations they have made. They are tracking their information in an excel spreadsheet which I am importing into Power BI to calculate the following. I am probably making this harder than what it needs to be so any thought on making this simpler is much appreciated.
Within the Excel Sheet there is a required field that the sales rep have to fill out if they made the sales. It is a drop down of either “Yes” or No”
Within Power Bi I have created a column to capture the Yes with the following formula.
SalesRollup_Count = IF('FormResponses'[SalesRollup]="Yes",1,0)
I have then created a measure to capture the teams closing rate
Closing% = Calculate ( Count ( 'FormResponses'[SalesRollup]), 'FormResponses'[SalesRollup] = "Yes") / Count ('FormResponses'[SalesRollup])
Total Leads currently is 80
Total Sold is 24
Sales Closing % 80/24 = 3
I need to get more granular with the Sales Rep that have given presentation to prospective client. I need to be able to count the Presentation Date and divide this by the sales rep that have made sales.
So I have a total of 24 clients that have given a presentation and made a sale out of a total of 35 presentations that have been made. Closing Rate is 68.6%
Any help is appreciated.
