My requirement is I have a custom picklist field in the Contact object name stage, like MQL(Mkt qualified Leads and DQ(Disqualified leads) SQL(Sales Qualified Leads) Now I would like to calculate and represent it in a report that the conversion rate of DQ over MQL and SQL over MQL how to calculate in salesforce report. For simple, If DQs are 10 and MQLs are 100 then the conversion rate should be 10% but I would like to calculate it in the report please advise.
Depending on your exact requirement, you can probably do this using Summary Formula Columns (https://help.salesforce.com/s/articleView?id=sf.reports_formulas_parentgroupval_prevgroupval.htm&type=5).
- group the rows by the picklist field
- click on the dropdown next to 'Columns' and select 'Add Summary Formula'
- fill in the formula details:
Don't forget to also go to the 'Display' tab and select Row Group as the picklist.
If your picklist values are in the right order, the formula will show relative changes from picklist value to picklist value.