Client wants to compare number of Leads a sales person has to the # that have become opportunities e.g. % converted
Then the % of Opps that funded... in a Report
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Client wants to compare number of Leads a sales person has to the # that have become opportunities e.g. % converted
Then the % of Opps that funded... in a Report -
In this case I would recommend considering the Join Grid Reports functionality. However, the main issue that I see here is where to properly store aggregate values so they can be calculated further (or calculated values already so they can be used in the target Report).
The easiest but definitely not the clearest answer is to handle all calculations inside the Lead / Opportunity entity directly based on the salesperson (User entity that is assigned to or linked to this specific entity). Every calculation should be represented as a separated field that could be used in the Report.
As far as I know, Complex Expressions do not support nested math (e.g.,so the description above about storable values might be the play.HTML Code:DIV:(COUNT(...), COUNT(...)))
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I suggest create a related Performance Entity and write formulae to get the details in the entity. I am attaching screenshots of the work done by us. More details at https://espocrm.help/Last edited by dreginald; Yesterday, 10:22 AM.Comment
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