Hi amazing HS community.
I’ve been scouring the forums to see if this is even possible. I keep finding information that is close, but doesn’t quite seem to work or I can’t access the feature as we are Professional not Enterprise (so I don’t know if that feature would work for us) or maybe I’m just missing something.
Important request:
We’re trying to build a report (or reports if they need to be seperate) that essentially compares how many ‘sales meetings’ against ‘won deals’ we have.
Secondary request:
If possible, it would be create to work this our as a conversion %. Everything I have found so far shows some reports, like funnel reports, show conversions between deal stages, creating custom formulas aren’t possible within Reports.
I already have the numbers for the meetings and sales through seperate reports, as per image below. These reports take into account:
- Not all meetings are being included. We filter based on specific meeting names
- Only include Won deals from one of our pipelines
The below shows the total meetings, as a team and then individually, on the Left and then Total Won Deals, as a team and individually, on the right.
Does anyone know of a way to get these two values (specific Sales Meetings and Won Deals) on the same report?
Thanks so much for what everyone does to support each other here. Especially @karstenkoehler and @Josh who I see popping up all the time with great answers.
Hi @BHarris-AU,
Here’s how I would approach this:
- Create a roll-up property that counts how many meetings there are associated with a deal: Create calculation and rollup properties (this would require working with a meeting type, not a meeting name – but it sound like you may have this property figured out in another way)
- Use a workflow that copies the value from that previous property into a custom number property (‘Number of meetings at the time of closing (won) the deal’ or similar)
- Create a deal report in the custom report builder with two y-axes, set up like shown below
If you’re not looking for a bar chart and want to include the conversion rate, that should be achievable with the “Formula Fields now in Custom Report Builder” beta (under Settings > Product updates > All product udpates).
Let me know if you’re getting stuck anywhere!
Thank you so much for such a fast and detailed answer @karstenkoehler
I’m trying to clarify your comments so I am not missing anything.
- After a check of settings, we do not have meeting types turned on at the moment, so I will ecplore that. This would be rolling up (counting) the amount of meetings that have taken place and are associated to a specific deal. So this calculation field is a custom ‘deal’ property - is that correct?
- This sounds like we’re creating another custom deal property - Is that because the reporting needs a ‘number’ field and can’t use ‘roll-up’ fields when trying to create a sum value?
- Because we are then using the filters as mentioned, each ‘deal owner’ is then going to have 2 columns - one for their ‘won’ deals and one for their ‘total sales meetings’?
Thank you for the heads up about the beta forula fields. I will look into this.
OK Great.
While I haven’t tested, this certainly seems to be a solid approach forward and I will investigate.
Thank you again for your valuable help.
@BHarris-AU let me now if you run into anything unexpected 
