Pipeline Progression (and CRM analysts out there?)

Power Query Data Setup
1

Hi Everyone,

Looking for advice or examples of good CRM formulas to use to analyze our pipeline. I’ve been tasked with coming up with a CRM dashboard and so formulas that cover win rate, pipeline progression, etc would be great if anyone could perhaps share some examples.

Thanks!

2

Hey

Some of these might be helpful? (Unfortunately, I haven’t done work in this area myself yet.)

“Understanding Your Customers” sample

“CRM Sales Data” showcase

2 Likes
3

Thanks! I think I looked at the CRM sales data before but was surprised to see that win rate was not in the analysis.

4

Hi @richmont,

Sometimes Win rate might be classified as conversion rate or some other wording.

Conversion Rate = (Total leads - Leads lost)/Total Leads
or New customers/ Total Leads (possible new Customers)

I know every company might have different terminology.

Just a thought.

thanks
Keith

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5

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6

Thanks Keith! I’m opting for this formula for now:

WinRate = DIVIDE (
    CALCULATE (
        COUNT ( 'AllOpps-Products'[Description] ),
        FILTER ( ALL ( 'AllOpps-Products' ), 'AllOpps-Products'[New Status] = "Won" )
    ),
    CALCULATE (
        COUNT ( 'AllOpps-Products'[Description] ),
        FILTER (
            ALL ( 'AllOpps-Products' ),
            'AllOpps-Products'[New Status] = "Won"
                || 'AllOpps-Products'[New Status] = "Lost"
        )
    )
)
1 Like