I want to monitor the monthly contract rate (Number of closed deals in Jan/ number of deals created in Jan). Ideally, I want to monitor this rate per lead channel. I understand that we can show the number of deals created and number of closed deals in a report.
However, if we could see the calculated rate using these numbers in a report, we would be able to track the contract rate on monthly basis and if there's any change we would be able to check in with the reps.
Weitere Ideen mit folgender Beschriftung anzeigen:
We appreciate this feedback. Calculations in reporting is a topic that is coming up from our customers more frequently, and we understand the importance of the example you've outlined for tracking your business results. While we are not currently developing calcualtions in reporting, we are actively reviewing this concept with our team.
Sie müssen ein registrierter Benutzer sein, um hier einen Kommentar hinzuzufügen. Wenn Sie sich bereits registriert haben, melden Sie sich bitte an. Wenn Sie sich noch nicht registriert haben, führen Sie bitte eine Registrierung durch und melden Sie sich an.