Seeing close rate as % in a report
SOLVEGood day, colleagues,
Do we have any option for building the report as a summary to see just a number—conversion rate? (I was able to build a simple bar chart with Overall Deals in Closed status (Won or Lost) and Won ones to calculate the close rate). It works perfectly in a pre-built report in Sales Analytics - but not in a custom report.
Thank you
1 Accepted solution
Seeing close rate as % in a report
SOLVEHi @ISmolin,
Formatted as a decimal, yes. In a single-object deal report, set up the following:
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Seeing close rate as % in a report
SOLVEHi @ISmolin,
Formatted as a decimal, yes. In a single-object deal report, set up the following:
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Seeing close rate as % in a report
SOLVEHey @karstenkoehler
Is there a way we can use this in the Table report layout with a sales rep, their total Deals, total closed Deals, and then the exact conversion rate?
I'm currently stuck on trying to make it work, everything but the conversion rate piece haha.
