UsePARENTGROUPVALto calculate values relative to a parent grouping. UsePREVGROUPVALto calculate values relative to a peer grouping.
I'm trying to display some 'conversion rates' in HubSpot that compare (that is, divide) two values. One example is a comparison of the number of Tickets versus the number of Deals for a client. I want to see how many Tickets results in how many Deals. For example:
Customer A has created 10 Tickets, which have resulted in 5 Deals.
Customer B has created 1 Ticket, which has been transformed into 1 Deal
So the overall conversion would be Total Deals/Total Tickets - and I just want to display this as a % for all in a Report on a Dasboard. I have additional criteria I'd need to include like the Deal Stage and the Ticket Status.
I don't seem to be able to display this kind of simple % as a metric in a Report/on a Dashboard. I know there are tools like Databox, but my client is an Enterprise client so we imagined this would be easy to achieve with the current reporting/analytics toolset.
Please let me know if I've missed an apprpriate feature in HS - but otherwise I think I need something like the equivalent of Salesforce's ParentGroupVal. All alternative ideas very welcome - this one is a tongue twister for me 😋
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