Report aggregation option with a Percentage

Smart CRM & Sales Hub Dashboards & Reporting
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1

Hi,

I am using the KPI widget and I have a percentage I want to display.

Here is an example of what I want to display:

Actual Target %
Kim 17,000 45,000 38%
David 20,000.30 24,000.72 83%
Total 37,000 69,001 54% 121%

In my widget I want to display 54% however because the only aggregation options are Sum, Min, Max, Median my widget is displaying 121% which is the Sum of 38% and 83%. The other options don’t provide the correct result either.

Does anyone have a work around for this? I have the data but it seems like a limitation of the report to force an aggregation but not give any relevant options.

Thank you,

Tanya

2

Hey, @TGibs02, happy Friday!

I would recommend, as a workaround, creating a custom calculated property to manually compute (Total Actual / Total Target).

This should display the correct 54%.’

To our top experts, @Lucila-Andimol and @SGrant1 do you have any recommendations for @TGibs02 matter?

Thank you,

Pam