Skip to main content
Topics#Reports & DashboardsVokhid Abdullayev's Question
Vokhid Abdullayev (PetersenDean Inc) asked in #Reports & Dashboards
Feb 3, 2016, 9:54 PM

Leaderboard report of Close Rate % using cross objects

We want to build a leaderboard dashboard to show close rate of sales reps and sales managers using cross objects: Acounts $ Opportunites. Calculation criteria would be based on number of sold jobs(Opps) divide by Accounts assigned to a sales rep. But the relations would be disregarded meaning that whetever number of closed Opps sales rep has does not necessarily relate to the Accounts. We need to take them as sepperately based on close date for Opps and date created for Accounts those assigned to a rep. I can give broader explanation if needed but this is very unique use case we need to achieve in Salesforce. 
1 answer
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Feb 3, 2016, 11:02 PM
    Can you post a screenshot of the Report and the Filters, Groupings, Settings that you're currently using and a create a mock-up of what you want your Report to look like?  ​For questions related to Analytics: Reports and Dashboards those are really helpful (otherwise it's kinda like playing Pin the Tail on the Donkey). 

     

     
Write an answer...
0/9000