How to run reports involving a percentage of different dropdown options
hey all - I just started using Smartsheet to keep track of our company's sales quotes/conversions ETC.
I'm trying to build a report that reflects the total $ and number of quotes by a responsible teammate and reflects a % of converted quotes to track our ability to accurately and quote timely.
I'm running into an issue where I cannot draw data from a "dropdown list" in a report. I basically want a" show % of cells in this column that is populated with [Converted]" option, but I have yet to see any way to make this happen!
Is this possible? or does anyone have a better way of showing the same information?
Answers
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Are you able to provide more details and some screenshots for context?
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Of course - This is the sheet I'm pulling from cut in half to get rid of sensitive info. I am trying to show how many of X Sales Teammates quotes have been "converted" to orders as a %
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You can filter by each group type, then have them count each group. But it will not give you a percentage of the total for each group.
Michelle Choate
michelle.choate@outlook.com
Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate
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