Conversion rate within a Guage, possible?
Hi y'all,
I am attempting to work out the conversion rate for our Sales agents to be displayed for management in a nice gauge.
I am partially there; however, the result being returned is not the ...
Forum Discussion
Hiya Mark,
The average value for just $Sale comes to 0.16%
The amount of Sales has increased since the initial calculation.
Sale = 126 and NoSale = 302
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Nick Green
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MarkShnier__You
Qrew Legend
Qrew LegendYou say that the report filter is only where the Agreement Signed is not null.
I return the records for the last 30 days where the Agent is assigned and the Agreement Signed is not null,
But the formula for NoSales is
var number NoSale = If([Sales Agent Name] = "Agent Name" and IsNull([Agreement Signed]), 1, 0);
Doesn't that mean that NoSale will always be zero?
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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For the NoSale I return all the records where the agent is assigned and the but the Agreement Signed is null.
For the Sale I return all records for the last 30 Days where the agent is assigned and the Agreement signed is not null, so effectively it excludes all records where the agent is assigned and the Agreement Signed is not null, to get an accurate value of their current conversion of those records that still need to get the customer on boarded.
I've not set an actual filter on the report, I am letting the formula do the lifting in this case.
So at the moment it is returning actual values, they just appear to be skewed.
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Nick Green
------------------------------- MarkShnier__You
I suggest that you either use three report formulas on a table report to calculate Sale, No Sale and conversion rate, or else make three real fields and expose them on a tab;e rpeort to see whats going on.
But you say that you have no filter on the report. Do you have records on the report where the Agent name is not "Agent Name". It seems to me that you need to add that Filter.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------Nope, I don't have a filter for where the agent name is not "Agent Name".
I'll see what happens if I do add it. This is for a dashboard where they want to see the percentage reflected on a gauge so that it is glanceable.
I was thinking of setting up a table report which could be exported and then just use excel to reflect the values.
I'll discuss with it with the team.
I've also logged a request with the QB support desk to see if they have some idea.
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Nick Green
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