Percentage Calculation per Opportunity Owner
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.
Best Answer
-
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 -
(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)0
Answers
-
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 -
(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)0
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