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Topics#Reports & DashboardsPregunta de Mingye Chen
Mingye Chen (Plotly) ha preguntado en #Reports & Dashboards
22 ene 2019, 14:41

I am trying to create a report that will show me the conversion rate of each opportunity stage. For example, if there are 500 opportunities, what % moved from stage 1 to stage 2, from that what % moved from stage 2 to stage 3.

I have read through this thread: https://success.salesforce.com/answers?id=906300000010wlE

 

And trying to accomplish the report via the power of one method, but am not able to get the sums and conversion % to display.

 

I am trying to create a report that will show me the conversion rate of each opportunity stage. For example, if there are 500 opportunities, what % moved from stage 1 to stage 2, from that what % moved from stage 2 to stage 3.User-added image

 

Any advice would be greatly appreciated!
27 respuestas
  1. Jessica Babe (Gecko Robotics, Inc.)
    13 feb 2020, 14:11
    @Steve Mo - trying to replicate this idea by creating a win % report for all opportunities that have been quoted. I have the filters down, and have grouped from stage as "Job Won" and "Job Lost" and then was going to sumarize those and create the percentage from there, but even when using the "Power of 1" formula, I continue to get duplicate counts (not unique opportunities) and thus the percentage is off - am I missing something in this thread? Thank you!!
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