Sales Conversion Rates

[randyrettig]

Hello everyone,

I'm trying to create a card that shows the sales conversion rate (in percentage) of won estimates vs. opportunities.  (won estimates divided by opportunities x 100).  To add to the confusion, I need to do this in a date range of say 8/1 - 11/1.

I have estimate statuses of W, L, K - won, lost, killed, in a column called EstimateStatus, in a table called EstimateHeader.  I can get the total number of a certain status, but I can't figure out the formula for the multiplication and division to get my final percentage number.  

Please help!

[Ashish_Mathur]

Hi,

Write these measures

Opp = countrows(EstimateHeader)

Won = calculate([Opp],EstimateHeader[EstimateStatus]="W")

Won % = divide([Won],[Opp])

Hope this helps.

[randyrettig]

This is fantastic.  I never thought to create separate measures and then use those in the calculations.  

One more thing - in the EstimateHeader table, I have a column called EstimateDate.  How would I capture the Won % in a date range of 8/1/23 - 11/19/23?  Or is there a way to capture that information in a 90 day range that auto updates?

Thank you!

[Ashish_Mathur · Accepted solution]

You are welcome.  Create a Calendar Table.  Create a relationship (Many to One and Single) from the Date column of the Calndar Table to the Date column of the Calendar Table.  To your visuals/slicers/filters, drag Date from the Calendar Table.

Hope this helps.

[randyrettig]

Thanks again!

[ryan_mayu]

could you pls provide some sample data and expected output?