1

I have a requirement to calculate the percentage of dead leads (where Lead status dead) against the total leads for a particular period. The report should only show the total leads vs dead lead count and percentage and not the other status of leads.

I created a report by grouping it by lead status and adding it to a chart with percentage.. but it shows breakup for all status but I just want to show the report for dead leads and not others.

1

In the report, double-click on "Add Bucket Field", add two buckets (Dead and Alive), add the Dead status to the Dead bucket, and the remaining values to the Live bucket. After changing to a Summary or Matrix report, you can then group by this bucket. You can read more in the Using Bucket Fields (PDF) cheat sheet.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.