function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Abdullah Al-Shoaibi 7Abdullah Al-Shoaibi 7 

report on conversion rate from prospect to client?

Hi guys, 
I am working on a project for my training.
The project is a school.
When a student purchases their first training their status changes from prospect to client.

I am supposed to make a report that shows the conversion rate from prospect to client before and after the automation.

Can you help me with that? 

Kanav TechfineryKanav Techfinery

Hi Abdullah,

Your requirement is a bit unclear to me. 

"Student purchases first training" -> is this student a Lead or Person Account? 
"conversion rate from prospect to client before and after the automation" -> what is referred to as the automation? 
Abdullah Al-Shoaibi 7Abdullah Al-Shoaibi 7
Hi Kanav,
Thank you for your reply.
Student is a person account.
The automation stands for changing the students status from prospect to client automatically after the purchase of their first training ( it was done manually in the past).

kind regards
Kanav TechfineryKanav Techfinery
Hi Abdullah,

This should be straight forward. Can you try to follow this trailhead where they are creating a very similar Win% summary formula?
https://trailhead.salesforce.com/en/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/use-summary-formulas-in-your-reports

Good luck!