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

    Sales win \ loss stats

    michael creasey

      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

      StatusCategoryTurnover
      LoadedDirect£300
      WonDirect£200
      LostDirect£200
      In ProgressNew Business£150
      LoadedNew Business£150
      LoadedNew Business£200
      LostExisting Customer£200
      WonExisting 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