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Summing a field based on filter criteria
I am trying to create a summary number showing the percentage of the total that is "open" (as opposed to closed lost or closed won). I have been playing with beast modes and have not been able to figure out how best to display this. As an example, we would have 400 accounts that we are displaying trends in a card, but the…
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Displaying Conversion Rates Between Pipeline Stages
I'm trying to display the conversion rate between say our stage 1 and stage 2 pipeline, to ultimately our stage 1 to closed won. The business question is "What % of my Stage 1 pipeline is converting to Stage 2?" and ultimately, "What % of my Stage 1 pipeline is actually Won? Or even Lost?" I started playing with a folded…
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Connecting a Macro-Enabled Excel Document
Are we able to connect a macro enabled excel file as a dataset?
