If there a way to identify what companies are falling out of a sales funnel stage, such as Best Few?
Below is an example of a pivot. I want to show only the companies that are in blue with a zero for week ending 9/22/2024. They were in the funnel stage of Best Few for the week ending 9/15/2024, but now they are no longer at this stage. I want to see weekly which companies are no longer in the Best Few Stage.
Best Answer
-
Initial Pivot Table Example:
Opportunity ID
Opportunity Name
Best Few (2024-09-22)
Best Few (2024-09-15)
10711
Opportunity One
1
1
10716
Opportunity Two
1
1
10717
Opportunity Three
1
0
10718
Opportunity Four
1
0
10720
Opportunity Five
1
0
10670
Opportunity Eight
0
1
Calculated field:
CASE
WHEN `Best Few (2024-09-15)` = 1 AND `Best Few (2024-09-22)` = 0 THEN 'Transitioned Out'
ELSE 'No Change'
ENDWhatever your field is that holds the week. But it should be dynamic. Hard to tell what that is because I can't see the actual dataset.
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Answers
-
Initial Pivot Table Example:
Opportunity ID
Opportunity Name
Best Few (2024-09-22)
Best Few (2024-09-15)
10711
Opportunity One
1
1
10716
Opportunity Two
1
1
10717
Opportunity Three
1
0
10718
Opportunity Four
1
0
10720
Opportunity Five
1
0
10670
Opportunity Eight
0
1
Calculated field:
CASE
WHEN `Best Few (2024-09-15)` = 1 AND `Best Few (2024-09-22)` = 0 THEN 'Transitioned Out'
ELSE 'No Change'
ENDWhatever your field is that holds the week. But it should be dynamic. Hard to tell what that is because I can't see the actual dataset.
** Was this post helpful? Click Agree or Like below. **
** Did this solve your problem? Accept it as a solution! **0 -
Thank you! I will try this out.
0
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