Hello Salesforce community,
have a question that is hurting my brain. To give you a little insight, I am sales operations manager for my company, and we have leads that will come in and will go to the "qualifying agents" these qualifying agents, will call individuals and then transfer them to one of my "enrollment advisors" or closers.
Now, the report I am trying to do, the qualifying agents get leads assigned to them, and if they make any voice to voice contact they will change the lead status to qualified, qualification or unqualified depending.
next we have a field that gets filled out automatically when these qualifiers change the lead owner to the "enrollment advisor" or closer and the field is called "na transferred by"
What I am trying to accomplish is, out of all the leads that they have gotten this month that are in qualified, qualification or unqualified. how many of those have been hot transferred to the enrollment advisor. I need a percentage. I am stumped! (attached is the filters i have set up already. and #2 "Na transferred by" = all the qc agents names, and #3 is the same thing. just took their names out for privacy sakes
4 件の回答
Hi Rhyan,
So from the viewer you can add a formula that calculates at bottom total row level. add first a bucket field for 'transferred to EA?' you can use the pick list for Yes and No buckets. Then use a formula to calculate the % between the buckets count.
Hope this helps,
Ines
