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November 10, 2018
Question

Analytics and reporting

  • November 10, 2018
  • 1 reply
  • 1985 views

Hi,

I was practicing people performance report and have all the below columns to view. However, I didn't understand how the won-closed percentage(% Won) being calculated? Any advice would be appreciated. Thanks!

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1 reply

Josh_Hill13
Level 10
November 11, 2018

I believe it is looking at the Total Opps for that Person and doing # Wins / Total Opps in the period you chose.

TBH, this is not the best report for funnel analytics. These numbers will be very misleading for the Opp and Win #s. Best to use RCE and setup a lead lifecycle.

November 13, 2018

Thank You Josh!