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budderous's avatar
budderous
Regular Visitor
6 years ago
Solved

Sales Conversion %

Hi

 

I need show the sale conversion rate on the leads my sales guys are taking.  They have about 10 different statuses that they currently use:

 

Quote Created, Live, New, Sale Completed etc...  All of these are in the column 'Oppurtunity Status'.  I simply need to know the % of sales confirmed against total leads for each sales person preferable in a table or bar chart.

 

Could also do with some help on how to make a value column show as a count column.  

 

  • Anonymous's avatar
    Anonymous
    6 years ago

    % Confirmed = Calculate ( Count ( 'TableName'[ColumnName]), 'TableName'[ColumnName] = "Confirmed") / Count ('TableName'[ColumnName])

     

    Try that with your table and column names and whatever term you are searching for in the column. Set as a percentage under Modeling

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