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Topics#Reports & DashboardsHaolun Wu's Question
Haolun Wu asked in #Reports & Dashboards
Jun 23, 2016, 3:42 PM

Modify the way to calculate Total Responses/Contacts in Campaign Report

Can we change or create the way how the Total Responses are calculated? I want the statistics to only reflect Responses from Contacts whose Contact Owners are certain type of people (e.g. Sales Reps). So for example originally Salesforce would give me the Total Responses (for a Campaign) of 100. By excluding Responses from certain Contacts, I will get the number of 80 which really makes sense for me.

 

Or put the question in another way, can we calculate the responses based on (grouped by) contact owner instead of just getting the total response for a certain campaign? And by changing the way the "Total Responses" is calculated, other fields such as Average Cost per Response, Total Amount of Opportunity, etc, will also changed accordingly.

 

Any ideas? Thanks!
2 answers
  1. Jeff May
    Jun 23, 2016, 4:49 PM
    You can't modify the default calculation, but you can create your own with Rollup fields and formula fields.   Create a rollup that only COUNTs the Contacts you want to include, then create a formula field that divides that by the Number of members.
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