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Any way I can show a percentage in a dashboard?

 

I have a field called Referred Date on the contact object. I want to total all the clients with a referred date and Divide by how many got a job. The Employment info is in its own object called Employments

 

I would like to show this percentage on a dashboard. We can see how close we are to our goal.

 

Thank you,
2 answers
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    Dec 3, 2020, 3:23 PM
    Hi Kenneth,

     

    You should be able to first create a formula field on Contacts returning a number like so:

     

    IF(ISBLANK(Referred_Date__c), 0, 1)

     

    On the Employment object, create a formula returning a number simply with "1" as the formula (no quotation marks). This is called the power of 1 formula (very helpfule for reporting)

     

    You will probably need to create a report type for Contacts with or without Employments

     

    Create a report with the above report type and make sure the 2 formulas are added to the report.

     

    You can now create a summary formula on the report returning a percentage:

     

    ReferredDateFormula:SUM/PowerOf1:SUM
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