5 Replies Latest reply on Feb 8, 2019 4:55 AM by Dev Dharani

How can i find conversion ratio on basis of employee

Hello everyone,

I am trying to find conversion ratio of employees but i couldn't be successfull as i am totally new.

I want to find how many enquiry did each employee got & how much they converted.

for example here. employee name > Alysa Fontell got 60 enquiry & she won 10.

so conversion ratio = (10/60)= 0.1666

conversion percent = 0.16666 * 100 = 16.66 %

this type of visual i am looking for every employee.

please can anyone help? i hope i'm clear

• 1. Re: How can i find conversion ratio on basis of employee

In order to calculate the number of enquiries converted we need to use an LOD fixed on sales employee name:

{ FIXED [Sales Employee Name1] : SUM(IF [Sales Enquiry Stage1] = 'Won' THEN 1 ELSE 0 END) }

Then i've simply used this new calculation to workout the conversion rate for you. I've stored everything in your workbook in sheet named "Sales Employee Conversion".

Thanks!

• 2. Re: How can i find conversion ratio on basis of employee

hello i'm unable to open the workbook you attached.

its showing me error

Unable to connect to the server. Check that the server is running and that you have access privileges to the requested database.

Unable to open the requested workbook because the server could not be contacted.

There was problem and the data engine could not start properly.

The table "[Extract].[Extract]" does not exist.

can you help me understand this error?

• 3. Re: How can i find conversion ratio on basis of employee

Hi, Dharani

ZZ

• 4. Re: How can i find conversion ratio on basis of employee

That's an interesting one, i'm not sure why it would be. But here's the calculations I've used to create it for you:

If you have any questions please let me know,

Thanks!

• 5. Re: How can i find conversion ratio on basis of employee

sir I'm thankful to you but this image is not clear when i open.