4 Replies Latest reply on Jul 25, 2016 12:53 PM by Franz Kunz

# Calculate Sales Hitratio (with filter)

Hi everyone,

My name is Franz and I am new here on Tableau. I downloaded the desktop version a couple of days ago and I am still running under trial version.

Up to now I can do almost everything I need, I just don't know how to add a hit ratio (or so called convert ratio).

Here an example database:

 Client Status Comercial Price Company 1 bound Lucas \$10,000.00 Company 2 bound Lucas \$10,000.00 Company 3 bound Mario \$15,000.00 Company 4 Lost Mario \$5,000.00 Company 5 Lost Mario \$5,000.00 Company 6 Lost Mario \$5,000.00 Company 7 Lost Mario \$5,000.00 Company 8 Lost Lucas \$8,000.00 Company 9 Lost Lucas \$8,000.00 Company 10 Lost Lucas \$8,000.00 Company 11 Lost Lucas \$8,000.00 Company 12 Lost Lucas \$8,000.00 Company 13 Quoted Lucas \$3,000.00 Company 14 Quoted Lucas \$3,000.00 Company 15 Quoted Lucas \$3,000.00 Company 16 Quoted Mario \$3,000.00 Company 17 Quoted Mario \$3,000.00 Company 18 Quoted Mario \$3,000.00 Company 19 Quoted Mario \$3,000.00 Company 20 Quoted Mario \$20,000.00 Company 21 Quoted Mario \$20,000.00

I would like to add to the graphic below a extra number with hit ratio (convert ratio) so I can see from all 'bounds' and 'losts' how much in percentage they do close business.

The hit ratio number can be in the graphic, or, on a separate one.

Thank you very much for the support given.

Best,

Franz

• ###### 1. Re: Calculate Sales Hitratio (with filter)

Hi!

You can add a table calculation "Percent of Total" by right click the measure on the Marks which appears as a label.

• ###### 2. Re: Calculate Sales Hitratio (with filter)

what is the hit ratio?  Is it count of bounds divided by count of bounds and losts  or divided by count of bounds + lost + quoted ?

for the latter it would be a calc as:    sum (if status = 'bound' then 1 end)/sum([number of records])

• ###### 3. Re: Calculate Sales Hitratio (with filter)

Thank you Jiayi,

For the first, that really helps.

But in my case I have 3 different status, QUOTED, BOUND and LOST. By using your suggestion it takes [bound] vs. [quoted and lost], and it should take only bound against lost as quoted we do not now what is going to happen.

Do you have any solution for that?

Thanks !

Franz

• ###### 4. Re: Calculate Sales Hitratio (with filter)

Hi John,

The hit ratio I need is:

Hit ratio = (total of bound / total of (bound+losts))*100

Thanks

Franz