2 Replies Latest reply on Feb 6, 2018 2:54 PM by John Conlon

# Calculated field for non-linear "funnel"

Hi,

I'm trying to calculate conversion rates from one sales stage to the next.  What percent of New Leads move to Opportunity Identified? for example.  Since there is no forced sequence (i.e. stages can be skipped), I bucketed the moves into: No Movement, Moved Forward (not to Close), Moved to Close.  You can see what I'm trying to do in the 'Stacked Bar bucket' and 'Crosstab bucket' tabs.  The problem is that I want to visualize all of the stages, but the closed stages (Closed, Closed - No Contact, Opportunity complete) don't show up because of how the IF statements in my formulas are structured.  How can I revise my formulas so that the closed stages show up with the appropriate counts?

I'm using Tableau v10.3.  Please see attached workbook.

Thanks,

John

• ###### 1. Re: Calculated field for non-linear "funnel"

HI John

Not exactly sure, but does this help?

At edit data source, self join the data source.

Thanks,

Shin

• ###### 2. Re: Calculated field for non-linear "funnel"

Shin,

Thanks for your response.  It's not quite what I was looking for.  Looking at the chart you provided below, the total count (bar height) for the New Leads bar is 7,768.  That should be 7,245 and broken up into No Movement, Moved Forward (not to Close), Moved to Close.  As it is below, Moved Forward and Moved to Close are just stacked on top of the 7,245 total.  Additionally, I still need to see a 'Closed' bar in the chart after 'Completion in Process'.  Any other suggestions would be much appreciated.

Thanks,

John