Percentage Report

[crmclients]

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

[heint]

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.,

DIV:(COUNT(...), COUNT(...)))

so the description above about storable values might be the play.

[crmclients]

Thanks heint! I am on the right track then, I did add a calculation on the User record that work with ta Workflow that runs daily to get an idea of performance, simple enough for their needs for now:

$total = record\count('Lead', 'assignedUserId=', id);
$funded = record\count('Lead', 'assignedUserId=', id, 'cOppStatus=', 'Funded');

cLeadFundedPercent = ifThenElse(
$total > 0,
number\round($funded / $total * 100, 1),
0

Have to play with time span as I don't see how the runtime can be used...

[dreginald]

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/

[crmclients]

Thanks heint I guess I am on the right track, I added a calc on the user record that works with a Workflow process and now can re[port by rep

$total = record\count('Lead', 'assignedUserId=', id);
$funded = record\count('Lead', 'assignedUserId=', id, 'cOppStatus=', 'Funded');

cLeadFundedPercent = ifThenElse(
$total > 0,
number\round($funded / $total * 100, 1),
0

Just have to figure out neat options for timeline right now it's fixed as I dont se a way to make use of the Runtime filter...