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dmatsondmatson 

Percent of converted leads

This question seems incredibly basic, but I've been searching for hours trying to find the answer.

I want a report that calculates the Lead conversion percentage, that I can further break down into lead conversion percentage by (whatever custom lead field).

Do I start with a custom formula that calculates the total lead count?

Is it possible that this isn't an obvious calculation that already exists?

thanks for any help,

dave

NatshaNatsha

Im looking for the same answer.  Did you get some help Dave?  If so, can you pass it along to me?

Thank you!

dmatsondmatson
Unfortunately, I never got an answer, so I still don't know how to do it.
NatshaNatsha
I'll let you know if I find an answer.  Thanks anyway.
NatshaNatsha
Ok, our database specialist figured it out, she said she had to create a custom summary formula.  Let me know if you understand what I am talking about.  I can send you a picture of what it looks like, but I cant seem to do it from here.  Thanks.
tcolettatcoletta
Natasha

I have been searching for a solution to this.

I would highly appreciate it if you were able to post a screenshot of this formula or how to create it.

Thanks
dmatsondmatson
same here!
BKirkBKirk
Did anyoen reply to you on how to create the "Lead Conversion Percent" report?
JimPDXJimPDX

The way I did this (very silly) is to create a formula field which outputs 1 if converted or 0 if not and divided this by 1. Then on a summary report I output the average of this field.

 

 

IF(IsConverted, 1, 0) / 1

 

 

 

 

Or you can create a custom summary formula does takes SUM(isconverted) / Record Count.

 

My problem is that I can not get these percentages to show on a dashbaord. 

Message Edited by jimson on 04-01-2009 06:22 PM