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Create a numeric summary field in the same table / view summary total of converted leads only

  • 1.  Create a numeric summary field in the same table / view summary total of converted leads only

    Posted 25 days ago
    I have created a numeric summary field from a child table to the parent table, no problem. It allows me to easily create a summary report in the Parent table to see my total # of leads vs total # of scheduled leads by location. However, I can't seem to figure out how to achieve the same thing within the child table itself ​where the data originates.

    I tend to overcomplicate things, so let me try not to do that and explain it this way also...

    I would like to track the total # of 'converted' leads in a summary report. I only have the option to see # of total leads, or a breakdown of all leads by status (scheduled, disqualified, unable to reach, not interested, etc.). Is there an easy way to do this?

    Thanks,

    Matt

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    Mathew Crist
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  • 2.  RE: Create a numeric summary field in the same table / view summary total of converted leads only

    Posted 24 days ago
    Edited by Mathew Crist 24 days ago
    Fixed! With the help of Kirk Trachy, I ended up creating a Formula (numeric) field to count each instance as 1. 

    The formula looks like this:
    If([Status]="Scheduled",1,0)

    Thanks,

    Matt

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    Mathew Crist
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