#Reports & Dashboards #Salesforce Developer #Sales Cloud
For reference, I do not work in sales, I am the salesforce admin for our company. Our sales director has asked me to set up this report and I'm not sure how to do it.
Essentially we need to run a report that takes opps won this month, and compares them to leads converted this month to give a percentage.
The exact requirement is a little specific so I'll use a data set to explain:
Opportunity Name Closed Date Converted Date
Opp 1 01/10/2021 25/09/2021
Opp 2 01/10/2021
Opp 3 01/10/2021
Opp 4 01/10/2021 01/10/2021
Opp 5 01/10/2021
Assuming "this month" is October, in the above data set we have the following Opp 1 and 4 are closed this month, so the "Opps Closed" is 2.
Opp 2, 3, 4, and 5 are converted this month, so the "Leads Converted" is 4.
Therefore the calculation I'd use is (2/4)*100 as a percentage (which is 50%).
I've tried the following as a summary level formula:
WON:SUM/RowCount
However "RowCount" also includes the won Ops in the conversation, so it does (2/5)*100 which is not what we want.
I also tried the following:
WON:SUM/(RowCount-WON:SUM)
This time however, it doesn't account for the fact that some Won Opps are also converted in the same month, and therefore does (2/3)*100.
Any help on this would be appreciated.
Eric Praud (Activ8 Solar Energies) Forum Ambassador
Hi EMily,
The best way here woudl be to create a row level formula on the report or a formula field on Leads:
IF(AND(MONTH(ConvertedDate)=MONTH(TODAY()), YEAR(COnvertedDate)=YEAR(TODAY())),1,0)
You can now create your summary formula:
WON:SUM/Formula:SUM