The requirement is to calculate % conversion of hot and sizzling leads and contacts
to opportunity. The widget should be a percentage that calculates number of "Hot/Sizzling Opportunities" divided by total "All Sizzling/Hot Leads + All Sizzling + Hot Contacts" as a percentage.
Here, I have created a report with Leads, contacts and opportunity contact roles but unable to create a joined report as no common field available in above three reports. Also, there is no tracking of contact conversion in an opportunity.
How to achieve this, any ideas would be appreciated.
#Reports & Dashboards #Salesforce Developer #Salesforce Admin #Agentforce #Trailhead
Hi @Anushree Thakre Since Leads, Contacts, and Opportunities are different objects, calculating this percentage directly in standard reports can be difficult.
I would suggest a few options:
- Leads: Count all Hot and Sizzling Leads.
- Contacts: Count all Hot and Sizzling Contacts.
- Opportunities: Use Opportunity Contact Roles to identify related Opportunities.
- Flow: Consider using a custom field and Flow to track Contact-to-Opportunity conversion.
- Dashboard: Use CRM Analytics or a custom summary object to calculate and display the percentage.
Formula:
(Hot/Sizzling Opportunities ÷ Total Hot/Sizzling Leads and Contacts) × 100
One important point: Make sure you're not counting the same Opportunity multiple times when multiple Contacts are linked to it.
Hope this helps!
