web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Adding a ratio to CRM
Microsoft Dynamics CRM (Archived)

Adding a ratio to CRM

(0) ShareShare
ReportReport
Posted on by Ciaran Reynolds 230

Hi guys,

I'm really keen on adding more advanced calculations to my dashboards/reports. Currently there are just totals, which doesn't really me tell me all that much. I want CRM to work out the ratio of qualified leads to incoming leads. E.g 1 qualified lead for every 20 that come in to the system. It's easy enough to work out when exporting to a spreadsheet but it would be better and simpler for everyone involved if CRM did this automatically and displayed it in a dashboard or report. 

Unfortunately I wouldn't really know where to start in achieving this so was hoping someone would be able to help or at least point me in the right direction?

Thanks,
Ciaran 

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi Ciaran,

    Unfortunately, CRM doesn't have any functionality around calculating ratios, either in CRM proper or reports. I can think of a few ways to get the sums of different values (which you could divide and get the rate), but nothing that would let you express it as a ratio.

    Sorry it's not the answer you're looking for, but I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

  • Ciaran Reynolds Profile Picture
    Ciaran Reynolds 230 on at

    Ahh that's a shame.

    Thanks for clarifying Aiden!

  • Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi Ciaran,

    I have a free add-on called Workflow Elements (kaskela.wordpress.com) that handles a lot of features that should be available out of the box but aren't. I'd really like to add something to let you get a ratio between two values. Would something like this meet your need:

    Input:

    - Field 1

    - Field 2

    - Number of significant digits (optional)

    - Maximum number of decimals (optional)

    Output

    - Ratio Value 1 (i.e. 1)

    - Ratio Value 2 (i.e. 3.52)

    - Ratio Expression (i.e. 1:3.52)

    You could get the different ratio parts to build a text value like:

    {Ratio Value 1} sale per {Ratio Value 2} opportunities.

    Thanks,

     Aiden

  • Ciaran Reynolds Profile Picture
    Ciaran Reynolds 230 on at

    Hi Aiden,

    That sounds perfect! I'll be sure to check out your solution and leave any comments on your website. Can already see that you had some amazing feedback!

    Thanks,

    Ciaran

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans