Right now, calls are being tracked as a Task who's Subject contains Call
Below is a screen shot of how I run a report to determine number of calls made by a particular SDR:
Here is how the report looks once run (summarized by day to view quantity made any given day)
Demos booked gets tracked by a very similar process. The are being tracked as a Task who's Subject contains Demo - Booked.
This is what I need to accomplish. I need a graph depicting the conversion rate percentage (Calls / Demos) in real time. Similar to how I can see a graphical trend of calls made summarized by day, I need to be able to see the conversion rate at any particular day as well.
Dows anyone have any quick tips as to how I can accomplish this task?
1 answer
I would create a custom field on Activity that returns either "Call" or "Demo"
CASE(Left(Subject, 4), 'Call', 'Call', 'Demo', 'Demo', 'Other')
Then use that field as a Summary field in your report. You can use the PREVGROUPVAL function to get the ratio between the Group that is Call, and the Group that is Demo. And you can use the PARENTGROUPVAL function to get the 'percent of total' for each subset.
