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
Eric Praud (Activ8 Solar Energies) Forum Ambassador
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