How to group Leads and Deals (from Zoho CRM) by week of the year in Summary Views?
How do I make the below two Summary Views?
- Grouped by week of the year. Leads and Deals. Columns =
- # of Leads created
- # of Leads converted
- # of Deals won
- # of Leads lost
- The same as above BUT they are related e.g. # of Leads created, of those Leads how many were converted to Deals, of those Deals how many were won and how many were lost.