Im trying to achieve the following within 1 report:
To get the close rate by quarter (opportunities that have been set to close in that specific quarter) and even down by individual sales rep if possible.
Our close rate formula:
# closed won oppty (put to close won within the respective quarter) / average # open oppty (within the respective quarter)
So e.g. if I had 50 open opportunities on average in the time period of Q1 2019, and also in the same period I have put 10 oppty to close won, my close rate would be 20% (10/50)
At the moment my problem is to get the average # open oppty "snapshot by quarter" and have a correct formula.
Can you help?
In the end I should have a view/table like this:
period won average open close rate
Q1 10 50 20%
Q1 20 60 33%
...
...
Thanks,
Philipp
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