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budderous
Regular Visitor

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.  

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

% 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

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

% 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

amitchandak
Super User
Super User

Try something like

 

% converted =
var sales closed = calculate(count(Oppurtunity[ID]]),filter(Oppurtunity,Oppurtunity['Oppurtunity Status']="Sale Completed "))
var Total leads = calculate(count(Oppurtunity[ID]]))//Add a filter some stage need to be removed
 
return
divide([sales closed ],[Total leads]) 

 

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@amitchandak can you assist further, the formula you wrote does not appear to work.

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