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LSugrue
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Member since ‎Nov 2, 2023
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Luke Sugrue

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LSugrue
Participant
February 18, 2025
Reply to Distinct Conversion Report Between Open and Closed Deals
This is the formula I've created but it still brings up "1" instead of 17. Unless I need to include [SUM=open count] / [SUM=closed won count] ? ...read more
LSugrue
Participant
February 18, 2025
Reply to Distinct Conversion Report Between Open and Closed Deals
Awesome @karstenkoehler Do you know what the formula/expression I'd need to input to help get the conversion? I've tried putting in [countofde...read more
LSugrue
Participant
February 18, 2025
Reply to Distinct Conversion Report Between Open and Closed Deals
Hey @karstenkoehler Legend, I have found it and can join the Beta - will joining migrate this Beta into our own CRM, and or will I be able to u...read more
LSugrue
Participant
February 17, 2025
Reply to Distinct Conversion Report Between Open and Closed Deals
Hey @karstenkoehler , I've gotten to Product updates but when I search for "forumla feilds" nothing shows up. When I serach in the report builder I ...read more
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LSugrue on February 16, 2025
Distinct Conversion Report Between Open and Closed Deals
Hi all, I'm having trouble in creating a conversion report. We are wanting to have the sales consultant's open and closed deals next to each other and then finally the "1-in-x" conversion rate on the far right. [Close won count] is what read more
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LSugrue
Participant
February 02, 2025
Reply to Seeing close rate as % in a report
Hey @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 the...read more
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