How do I create a formula that gives me a ratio of Lead Conversions per Week over Calls made per week?
So using the two system-generated tables from CRM, Leads and Calls, I want to create a custom field for a report that will show me Leads converted by week, divided by the calls made per week.
In the Leads table I have the field "Date Converted", and the Calls table has the default "Call Start Time" field. What I would want of course is to group the data from these two tables under one date field, so I could have "Week Created" as the X axis on the report. And then I would create a custom aggregate formula to calculate Leads Converted over Total Calls Made. But, you can't create a Lookup between these two columns in the tables.
Would this require a Query table (perhaps using Coalesce to join date column then Union All) or is there a more straightforward solution I'm not seeing?
Zoho Developer Community
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
We are coming to your city! Zoho Analytics Community Meetup
Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing
Zoho Analytics: 2021 Look Back
As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021
[Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022
Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution. Hear more from Claudio Cabeza, Director at PREMO
Announcing Zoho Analytics 5.0 -- A Modern Self-service BI & Analytics Platform
We are extremely delighted to unveil Zoho Analytics 5.0 - A Modern Self-service BI and Analytics platform to the public. Experience analytics like never before with the following new capabilities and enhancements: Comprehensive AI-Powered Data Preparation
Zoho Analytics | Quarterly Newsletter | Q2 2022
Hello Everyone! I hope all of you are safe and well! Zoho Analytics - Q2 Quarterly Newsletter is out now! Check out the newsletter (attachment) to know all about our new features, recognitions, webinars, blogs, and many more exciting things. Do let us
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.