1 Reply Latest reply: Jun 14, 2015 4:36 AM by Ashish Tuti RSS

    Sales win \ loss stats

    michael creasey



      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

      In ProgressNew Business£150
      LoadedNew Business£150
      LoadedNew Business£200
      LostExisting Customer£200
      WonExisting Customer£200


      We break our sales into Categories


      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