Using the advanced pack how would you create an opportunity win / loss percentage report by user?
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Calculate Opportunity win and loss percentage in a Report
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Hi Tanja,
We have a similar request.
What we need is a report with the following KPIs for a certain period of time (e.g., last month):- Number of Leads/Number of Contacts
- Number of Calls/Number of Leads
- Sum of Opportunities (in EUR)/Number of Leads
- Number of Accounts/Number of Quotes
- Number of Accounts/Number of Leads
Your help is much appreciated.
- Tobias
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I was hoping that the joint grid report would allow us to have a grid report showing the following columns:
Account name
Account Target Revenue
Account Actual Revenue from Opportunities
Account Owner (assigned used)
The first 3 work great but I haven't found a way of adding the assigned used column.
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