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HI,
I hope someone can help, i'm using qlik sense desktop and creating a sales dashboard. There is one bit i'm unable to work out how to do.
I would like to show a win \ loss ratio of our opportunities
All our information comes from an excel spread sheet as per below
Status | Category | Turnover |
---|---|---|
Loaded | Direct | £300 |
Won | Direct | £200 |
Lost | Direct | £200 |
In Progress | New Business | £150 |
Loaded | New Business | £150 |
Loaded | New Business | £200 |
Lost | Existing Customer | £200 |
Won | Existing Customer | £200 |
We break our sales into Categories
Direct
New Business
Existing customer
I would like to show a box (that never changes no matter what filters are selected - showing
% Win \ Loss ratios of all the category
Won and Loaded need to be added together and In progress not counted if that makes sense
So the box would show
Direct = 67% Win
New Business = 100% Win
Existing customer = 50% Win
And as we add more these numbers auto update.
Any help would be appreciated
As mentioned before i'm running Qlik sense Desktop
Thanks
Use a table in qlikview / qliksense
put first dimension as Category
and expression as
count({1< status -={'Lost'} >}status)/count({1}status)
and format expression as percentage.
Hope it works.