Hi
How to calculate close ratio in CRM.
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Hi Ravi,
Please refer the following Link. It may help you
stackoverflow.com/.../7920473
close ratio of what.
if you give more information on your forum questions this will not only increase the number of responces but will also mean you are much more likely to get a response which will resolve your problem.
What are you doing, what entities are you talking about
where do you want to see the close ratio
when should it update
I would like to see the close ratio of sales on the dashboard. How can i make it.
Thanks for your Response. Can't we make it without javascript?
Hi Hosks,
I need to close ratio of a contact on dashboard
Hi Ravindar,
Better you use Goal Management so that you can see the Won Opportunity progress.
Sample how to use Goal Management to track revenue.
www.powerobjects.com/.../crm-2011-goals-advanced-sales-management
Or you can use chart if you want to use OOB features, you use chart using category axis based on Status, so that you can compare how many Opportunities Won, Open, Lost and also by Contact or by a Salesperson
If you need close ratio, then you need customization, and we don't know what ratio you are referring to, is that the Opportunity closed by a Contact (in this term, Contact is salesperson) or Closed opportunity by contact, in term of Potential Customer?
Thanks.
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