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dmatson
Percent of converted leads
This question seems incredibly basic, but I've been searching for hours trying to find the answer.
I want a report that calculates the Lead conversion percentage, that I can further break down into lead conversion percentage by (whatever custom lead field).
Do I start with a custom formula that calculates the total lead count?
Is it possible that this isn't an obvious calculation that already exists?
thanks for any help,
dave
I want a report that calculates the Lead conversion percentage, that I can further break down into lead conversion percentage by (whatever custom lead field).
Do I start with a custom formula that calculates the total lead count?
Is it possible that this isn't an obvious calculation that already exists?
thanks for any help,
dave
Im looking for the same answer. Did you get some help Dave? If so, can you pass it along to me?
Thank you!
I have been searching for a solution to this.
I would highly appreciate it if you were able to post a screenshot of this formula or how to create it.
Thanks
The way I did this (very silly) is to create a formula field which outputs 1 if converted or 0 if not and divided this by 1. Then on a summary report I output the average of this field.
IF(IsConverted, 1, 0) / 1
Or you can create a custom summary formula does takes SUM(isconverted) / Record Count.
My problem is that I can not get these percentages to show on a dashbaord.