Hi Community,
I would like to map the conversion rate of our sales opportunities in a general query.
I think the only way to do this is to include a formula in the Inquiry Data Field (Result Grid).
The formula is 100 * (All opportunities / won opportunities).
Unfortunately I have a problem how to map the formula with the data fields.
Do you have a tip, or have you already implemented the formula elsewhere?
Thanks a lot!
Best answer by dcomerford
Hi this is very simplistic but might assist in what you are after. I am setting the value to 100 if the opportunity is won then using the Total Agregate function of AVG to get the percentage.
You could group by Branch and you would just get a line per branch. any some ideas
+15Hi would you have a copy of the GI you are intending to you as depending on the way you are going to present the results might dictate method of doing it and how to do it.
Hi
PX.Objects.CR.CROpportunity
and then tried to map the formula in the Result Grid.
+15Hi this is very simplistic but might assist in what you are after. I am setting the value to 100 if the opportunity is won then using the Total Agregate function of AVG to get the percentage.
You could group by Branch and you would just get a line per branch. any some ideas
Thank you very much!
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