2 Replies Latest reply on Sep 18, 2018 2:47 PM by Andrew Slutzky

    Earliest Contact Date For MQL-Oppty Conversion Calculation

    Andrew Slutzky

      Hello Community,

       

      I wanted to reach out because I had one more question that is driving me crazy!

       

      Question:

      How can I calculate the earliest contact associated to an oppty and use that in a MQL-Oppty Conv% calculation?

       

      Business Goal:

      I've attached an Excel sheet. I know how to do it in Excel, but the LOD Calculation in the formula below isn't working. Essentially, I want the values to be NULL in Minimum Created Date if the Contact Date isn't the Minimum. Then I want to use that in a Calculated Count field that I can use in a Conversion.

       

      Definitely open to any feedback and/or recommendations!

       

       

      Opptys with Multiple Contact Role IDs

      Minimum Created Date

      Minimum Contact Count

      Excel Minimum Created Date

      MQL-Oppty Conv%