How to create a custom calculation per sales rep

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DHalbert
Member

Curious to know how one could create a custom property calculation for avg close days between opening a deal and closing it filtered by the sales rep? Now I know we have avg deal time but I cant seem to find a way to create this specific to the sales rep instead of just the pipeline.

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Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @DHalbert,

 

It's not possible to create a calculation per rep within a property. You could however display the Days to Close property by sales rep in a custom report.

 

To do so, navigate to Menu > Reports > Reports > Create custom report > Single object > Deals.

 

Under Add Deal Property, find Days to Close and Deal owner. Then click Filters on the upper left and specify your time frame.

 

Continue by clicking into the Visualization tab, and drag and drop Deal owner and Days to Close into the Displaying area. Change the Days to Close measure from Total to Average, pick a chart type and you should be set:

 

karstenkoehler_0-1627795565287.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Most Valuable Member

Hi @DHalbert,

 

It's not possible to create a calculation per rep within a property. You could however display the Days to Close property by sales rep in a custom report.

 

To do so, navigate to Menu > Reports > Reports > Create custom report > Single object > Deals.

 

Under Add Deal Property, find Days to Close and Deal owner. Then click Filters on the upper left and specify your time frame.

 

Continue by clicking into the Visualization tab, and drag and drop Deal owner and Days to Close into the Displaying area. Change the Days to Close measure from Total to Average, pick a chart type and you should be set:

 

karstenkoehler_0-1627795565287.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post