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Topics#Reports & DashboardsQuestion de Kim McPeek
Kim McPeek (TRAK TECOM) a posé une question dans #Reports & Dashboards
17 févr. 2021, 19:54

How can I calculate the days it takes to Close (not convert) OR Convert a lead in one field?

We ae trying to determine how long the sales team takes to evaluate a lead.  The evaluation period is complete when the lead is Closed (through the stage on the lead) OR Converted to an opportunity. 

 

I can calculate each of the following in 2 seperate fields but I would like to be able to do the math for both in 1 field.

 

1. The days between lead creation and close date

 

2. The days to convert the lead to an opportunity

 

Is there a way to merge the 2 formulas below into 1 field s this would cover the evaluation period of the lead ? 

 

DAYS TO CONVERT A LEAD

 

IF(

 

(ConvertedDate + 0) <> DATEVALUE(CreatedDate),

 

(ConvertedDate - DATEVALUE(CreatedDate) +0),

 

0

 

)

 

DAYS TO CLOSE A LEAD

 

IF(

 

( Date_Lead_Closed__c + 0) <> DATEVALUE(CreatedDate),

 

( Date_Lead_Closed__c - DATEVALUE(CreatedDate) +0),

 

0

 

)

 

ANY assistance would be VERY much appreciated!
17 réponses
  1. Steve Molis (You Owe Me a Beer, Inc.)
    17 févr. 2021, 20:04

    Try 

    BLANKVALUE( Date_Lead_Closed__c ,
    BLANKVALUE( ConvertedDate ,
    TODAY())) 
    - DATEVALUE(CreatedDate)

     

     
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