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FD FrankFD Frank 

Need Help Creating a Sales Rep Scorecard % of activities as meetings

Hi All,

 

I'm trying to create a Sales Rep Scorecard to report to calculate the % of a reps activities that are meetings vs. calls (of total activities).  I've created a matriix report with summary rows showing Toal activities and sub-rows showing total number of calls and total number of meetings but can't figure out how to divide #meetings by #total activities per saes rep.  I've been trying to use PARENTGROUPVAL and PREVGROUPVAL divided by "RowCount" but no luck in referencing the right values.

 

Thanks in advance.

 

Frank

Matthew MorrisMatthew Morris
If you are getting tied up in knots trying to pull the figures out in a single pass then perhaps see if creating an analytical snapshot would help you.  You should be able to more easily summarise salesperson activity (by week?) for their calls and meetings.  You can then create a scorecard report from that data with the additional benefit of being able to look at trends over time.

HTH