Percentage Calculation per Opportunity Owner

user07184 · June 2018

I am trying to determine the percentage of opportunities (by count) in (A,B,C Stage) / (D Stage) per Opportunity Owner.

I am getting lost on the formula in Beat Mode as well as how to summarize these per Opportunity Owner.

Essentially, I want to see a graph of each opportunity owner and the percentage of opportunities they have in advanced stages vs the beggining D stage.

user07184 · June 2018

I figured it out myself if anyone else wants to use it. This graph / measurement is based upon this "selling above the power line" article -

https://www.sellingpower.com/2017/10/06/10590/the-most-important-predictive-metric-for-sales-management

(count(Case when `StageName` = 'A - Negotiate' or `StageName` = 'B - Prove' or `StageName` = 'C - Develop' then `StageName` end))
/
count(Case when `StageName` = 'D - Qualify' then `StageName` end)

user07184 · June 2018

I figured it out myself if anyone else wants to use it. This graph / measurement is based upon this "selling above the power line" article -

https://www.sellingpower.com/2017/10/06/10590/the-most-important-predictive-metric-for-sales-management

(count(Case when `StageName` = 'A - Negotiate' or `StageName` = 'B - Prove' or `StageName` = 'C - Develop' then `StageName` end))
/
count(Case when `StageName` = 'D - Qualify' then `StageName` end)

Percentage Calculation per Opportunity Owner

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